Assistants Commission and Tips (For Staff-Based Services)

Modified on Tue, 11 Aug at 7:30 PM

Overview

For Staff-Based Services, the Primary Staff member may work with one or more Assistants to complete the service. This article explains how to configure assistant requirements at service level, their tasks and Commissions and Tips for the services they perform.

Topics

Configure Assistant Requirements
Configure Assistant Services, Tips & Commission
Various alternative ways to Add Assistants from Business Portal

Assistants Commission and Tips (For Staff-Based Services)

Assistants can be added to services that require more than one specialist, each with their own commission and tip configuration.

Configure Assistant Requirements
When adding a Staff-Based Service, you can specify whether Assistants may be required to help complete the service. You can also define the number of Assistants needed and the tasks they may perform.
1. While adding or editing the Staff-Based Service, locate the Assistant configuration.
2. Specify whether an Assistant is required for the service.
3. Enter the number of Assistants that may be needed.
4. Select or configure the tasks that can be assigned to the Assistants.
5. Save the service configuration.
  Note: Assistant requirements can be configured based on the operational needs of each service. The configured Assistant count and task list help determine how Assistants can be assigned when the service is scheduled or performed.
Configure Assistant Services, Tips & Commission in Staff Management as a percentage or fixed amount, either globally or per service.
Various alternative ways to Add Assistants from Business Portal
Assistants can be added to an appointment from any of the following areas of the Business Portal:

Appointment menu
Pet Owner Profile
Pet Profile
To-Do's > Full Run Card
Invoice History of Invoice
Adv Staff Calendar

1. Appointment Menu
In Appointments Menu, we can add assistants.
2. Add Assistant in Appointment Menu
Click here to add an assistant in "Status" of an Appointment.
3. Pet Owner Profile
Assistants can also be added to an appointment from the Pet Owner Profile.
4. Add Assistant in Pet Owner Profile
Click here to add an assistant in the "Status & Actions" section of the appointment.
5. Pet Profile
Assistants can also be added to an appointment from the Pet Profile.
6. Add assistant in Pet Profile
Click here to add an assistant in the "Status & Actions" section of the appointment.
7. To-Dos > Full Run Card
Assistants can also be added to an appointment from the Full Run Card in To-Do. Click here to add an assistant from the Full Run Card of To-Do's.
8. Advance Staff Calendar
Assistants can also be added to an appointment from the Advance Staff Calendar. Click here to Add assistants
9. Invoice History
Assistants can also be added to a completed Staff-Based Service's generated Invoice to share the tips. Click here to Add assistants