Advanced Staff Feature

Overview

The Advanced Staff Feature in the RunLoyal Business Portal enables businesses to apply a higher degree of customization to commissions & tips for grooming, training and other staff-based services.

Sales commission rewards staff users for upselling non-specialist items by adding them to Appointments or Quick Checkout. 

You can also:

• Set up payroll to track wages for individual staff users based on clock in and clock out timestamps.
• Add assistants and their commission to bookable services where a service requires multiple specialists.
• Set a flat dollar amount commission in addition to a percentage commission.

Topics

• Applicable Users
• Requirements
• Locations to configure Advanced Staff Feature in Portal
• Features Covered in This Article

Applicable Users

The following users can access the Advanced Staff Feature:

1. Kennel Owner (KO) / Business Owner (BO)
2. Portal Operator / Manager / Admin / Organization Admin / Location Admin
3. Front Desk Staff / Service Staff / Groomer / Trainer

Please note: The Kennel Owner generally has unrestricted access compared to the other personas as he is owns the business.

Requirements

Open your staff portal using Google Chrome. All settings-related updates must be done on a desktop or laptop.

Make sure:

• The staff member is active.
• The applicable service or sale item is configured.
• The staff member is assigned to the appropriate staff group or service.
• The required commission permissions are available for your portal user.

Invoice includes Commission (Service / Sales) and/or Tips only when any of the following is done.

• For Service Commission & Tips, complete any Service and generate the invoice.
• For Sales commission, complete the purchase or renewal of a Membership, Package or Services, Training Services and Retail item and generate the invoice.

Locations to configure Advanced Staff Feature in Portal

Advanced Staff Feature settings are completed in the following areas of the Business Portal:

1. Services, Tips & Commissions — for Services, Training Services, Memberships, Packages and Retail. Navigate to Settings > Business Setup > Staff Management > Add Staff > Personal Details > Permission & Access > Services, Tips & Commissions.
2. Wages & Skills — for individual staff users based on their skills. Payroll is reflected based on their clock in and clock out timestamps. Navigate to Settings > Business Setup > Staff Management > Add Staff > Personal Details > Permission & Access > Wages & Skills.

Features Covered in This Article

This article covers Service commission, Tips (Default tip and Advanced Tip) and Sales commission features with interactive Video guides.

1. Adding a Default Tip to an Invoice 
2. Automated Tips (Advanced Tips For Staff-Based Services)
3. Assistants Commission and Tips (Advanced Tips For Staff-Based Services)
4. Sales Commission

More information

Refer to the articles below for related configuration steps.

• Setting Up Staff Management