Table of Contents:
1. How to Set Up Custom Service Commissions
2. How to Set Up Custom Product Commissions
3. How to Set Up Custom Package Commissions
How to Set Up Custom Service Commissions
If you haven’t already set up your commission structure for services, we recommend reviewing the article How to Set Up a Commission Structure for Services first. It covers the foundational steps needed before applying custom commission rates to individual services.
Step 1: Navigate to Team
Start by logging into your Pabau account with your credentials. Next, head to the left-hand sidebar and expand the "Team" tab. Within this section, you’ll find the "Commissions" sub-tab. Click on "Commissions" to get started.
Step 2: Create/Edit Commission Sheet
On the Commissions page, you’ll see a list of all the commission sheets you’ve created. To edit an existing sheet, click the three-dot menu in the top-right corner of the commission and select “Edit.”
If you haven't created a commission sheet yet, navigate to the "New Commissions" button on the top right corner to get started. For detailed, step-by-step instructions, refer to the How to Create a Commission Sheet guide.
Step 3: Manage Services Rate
Once you're on the create or edit screen of the commission sheet, the default tab that opens is the "Services" sub-tab. Click the "Manage Services Rate" button to get started.
A pop-up modal will appear displaying all your services, allowing you to enter a custom commission amount for each one. Based on the type of commission, fixed amount or percentage, you should enter the value with either a $ or % prefix.
NOTE: If you leave a box empty, the default commission rate will be shown as a placeholder.
Step 4: Save Changes
Once you enter a value for a specific service and click Save, the system will store that custom commission rate for that service only.
You will now be taken back to the commission sheet. To finalize your changes, navigate to the top right corner and make sure to click "Save" if you’ve created a new sheet, or "Edit" if you’re updating an existing one.
By following these steps, you can set up custom service commissions in Pabau.
How to Set Up Custom Product Commissions
Make sure you’ve set up your main commission structure for products first. If you haven’t done that yet, check out our article How to Set Up a Commission Structure for Products. Once that’s in place, you can continue with the steps below to apply custom commission rates to specific products.
Step 1: Navigate to Team
Start by logging into your Pabau account with your credentials. Next, head to the left-hand sidebar and expand the "Team" tab. Within this section, you’ll find the "Commissions" sub-tab. Click on "Commissions" to get started.
Step 2: Create/Edit Commission Sheet
On the Commissions page, you’ll see a list of all the commission sheets you’ve created. To edit an existing sheet, click the three-dot menu in the top-right corner of the commission and select “Edit.”
If you haven't created a commission sheet yet, navigate to the "New Commissions" button on the top right corner to get started. For detailed, step-by-step instructions, refer to the How to Create a Commission Sheet guide.
Step 3: Switch to the Products Sub-Tab
Once you're on the create or edit screen of the commission sheet, switch to the "Products" sub-tab.
Step 4: Manage Products Rate
To set up custom product commissions, click the "Manage Products Rate" button to get started.
A pop-up modal will appear displaying all your products, allowing you to enter a custom commission amount for each one. Based on the type of commission, fixed amount or percentage, you should enter the value with either a $ or % prefix.
NOTE: If you leave a box empty, the default commission rate will be shown as a placeholder.
Step 4: Save Changes
Once you enter a value for a specific product and click Save, the system will store that custom commission rate for that product only.
You will now be taken back to the commission sheet. To finalize your changes, navigate to the top right corner and make sure to click "Save" if you’ve created a new sheet, or "Edit" if you’re updating an existing one.
By following these steps, you can set up custom product commissions in Pabau.
How to Set Up Custom Package Commissions
To set custom commission rates for packages, you’ll first need to set up your general commission structure for packages. If you haven’t done this yet, we recommend starting with How to Set Up a Commission Structure for Packages. Once that’s done, you can follow the steps below to assign custom rates to individual packages.
Step 1: Navigate to Team
Start by logging into your Pabau account with your credentials. Next, head to the left-hand sidebar and expand the "Team" tab. Within this section, you’ll find the "Commissions" sub-tab. Click on "Commissions" to get started.
Step 2: Create/Edit Commission Sheet
On the Commissions page, you’ll see a list of all the commission sheets you’ve created. To edit an existing sheet, click the three-dot menu in the top-right corner of the commission and select “Edit.”
If you haven't created a commission sheet yet, navigate to the "New Commissions" button on the top right corner to get started. For detailed, step-by-step instructions, refer to the How to Create a Commission Sheet guide.
Step 3: Switch to the Packages Sub-Tab
Once you're on the create or edit screen of the commission sheet, switch to the "Packages" sub-tab.
Step 4: Manage Packages Rate
To set up custom product commissions, click the "Manage Packages Rate" button to get started.
A pop-up modal will appear displaying all your packages, allowing you to enter a custom commission amount for each one. Based on the type of commission, fixed amount or percentage, you should enter the value with either a $ or % prefix.
NOTE: If you leave a box empty, the default commission rate will be shown as a placeholder.
Step 4: Save Changes
Once you enter a value for a specific package and click Save, the system will store that custom commission rate for that package only.
You will now be taken back to the commission sheet. To finalize your changes, navigate to the top right corner and make sure to click "Save" if you’ve created a new sheet, or "Edit" if you’re updating an existing one.
By following these steps, you can set up custom package commissions in Pabau.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.