Configure rules for awarding commissions on sale of memberships
You can configure how commissions must be paid to your employees for membership sales. Commissions can be paid for the initial sale only, for the initial sale and add-on member sales, or for every membership payment (initial sale, recurring payments, renewals, upgrades, and downgrades).
Required roles: Any role with access to the Administrator mode
Required permissions: None
At the organization level, click the Configurations icon.
Search for the Membership commission setting in the Memberships section.
To indicate how commissions must be paid, choose from one of the available options.
One-time at initial sale only — Commission is paid only when the main membership is sold. Add-on sales and recurring payments are excluded.
One-time at initial sale and all add-on member sales only — Commission is paid when the main membership is sold and each time a new add-on member is added. Recurring payments are excluded.
Every payment (initial sale, add-on sales, recurring payments, renewals, upgrades, downgrades) — Commission is paid for all financial events tied to the membership or its add-on members.
Note
This option is available only when the Family Membership setting is enabled at the organization level.
Click Save.
Impacts and considerations
If you change the setting value from One time at initial sale only to Every payment, commissions are not paid retroactively for past recurring payments. Example: A recurring membership has eight payments and you change the setting to Every payment after three payments, the employee will not be paid a commission for the past three payments but will be paid for the remaining five payments.
If you change the value from Every payment to One time at initial sale only, commissions for the remaining payments are not paid to the employee. Example: Commission was set to $5 for every recurring payment. For five months, the employee will earn $25. At this point, the setting is changed to One time at initial sale only. The employee will not earn commissions for the remaining three months.