Automated Tips of Advanced Staff Features

Modified on Tue, 11 Aug at 7:27 PM

Overview

This article explains once advance staff feature is set up, for any Staff-based Services, tips will be automatically calculated based when a tip payment is made using the terminal, saved card (in the portal, pet owner app or Client Portal) or any other payment method.

TOPIC

Automated Tips (For Staff-Based Services)

1. Open any Invoice
2. Navigate to Tips Section
3. Advanced Tip
4. Automated tip
5. Tip distribution
6. Open Staff Assignment
7. Search Staff Field
8. Share the Tip
9. Tip shared
10. Edit the Tip amount
11. Confirm Tip Entry
12. Invoice with Automated tips
13. Open Invoice History Section

Automated Tips (For Staff-Based Services)

Automated tips calculate a tip at the point of payment, based on the configuration you set for each service or add-on.

Go to Settings > Pricing > Manage Tips.
Under Staff Management, configure tip calculations as a percentage or fixed amount for each service or add-on.
Once configured, tips are automatically calculated for payments made through terminals, saved cards, the pet owner app or web link.

1. Open any Invoice
From the Invoice History on the Left Navigation Menu, select an Open invoice for further processing.
2. Navigate to Tips Section
Click "Tips" to open the section where you can manage all tip entries.
3. Advanced Tip
In Default tip, you can assign a staff member; In Advanced tip, the tip is automatically added. Finally, click "Add" to apply the tip.
4. Automated tip
Automated tip is added for the Primary Staff
5. Tip distribution
Click "Assign Tips" to begin assigning tips to staff members.
6. Open Staff Assignment
Click here to start assigning tips to other staff members.
7. Search Staff Field
Click "here" to find the staff member you want to assign tips to.
8. Share the Tip
Enter the tip amount here to be distribute
9. Tip shared
This shows that the tips are distributed among the staffs
10. Edit the Tip amount
The tip amount are editable here
11. Confirm Tip Entry
Click here to confirm and save the tip entry details.
12. Invoice with Automated tips
Now the invoice contains the tip details of the primary staff and their assistant staff
13. Open Invoice History Section
Click "Invoice History" at the bottom of the invoice to see the Tip Commission and Service Commission.