Commission plans control how provider earnings are calculated, including default rates, category or item-specific rates, refund behavior, and how commission is assigned when more than one provider is involved in a transaction.
Before You Begin:
Before creating commission plans, make sure the following are in place:
You have access to Settings > Access & HR > Commission Plans.
Your providers have already been added as team members. You’ll assign providers to commission plans by name during setup.
Any categories or services that need their own commission rate already exist in your Catalog. For example, if Injectables or Botox should earn a different rate than your default, those items need to be set up before you create the rule.
Each provider can only belong to one commission plan at a time. Providers who follow the same commission structure can share a plan, while providers with different commission rules should be placed on separate plans.
A provider’s single commission plan can include all applicable earnings rules, including services, products, packages, memberships, and gift cards. You do not need to create separate plans for each type of commission.
Nothing is finalized until the last step. You’ll have a chance to review your setup and preview how the rules calculate before anything goes live.
Providers who are not assigned to a commission plan will not earn commission through the commission plan system.
Start the Setup
Go to Settings > Access & HR > Commission Plans.
Review the overview screen. It explains that the most specific rule always wins when rules overlap, and that nothing publishes until you've reviewed everything.
Select Get started.
Create Your Plans and Assign Providers
Enter a name for the commission plan.
Under Who earns on this plan, select the providers who should use that plan.
Select + Add plan if another provider or group of providers needs a different commission structure.
Continue creating plans until each commission-earning provider has been assigned to the appropriate plan.
Select Continue.
Choose plan names that make the groups easy to recognize later. For example, you might use names such as:
Injectors
Estheticians
Providers
Retail Team
Medical Director
The name itself does not affect how commission is calculated. It is simply a way to organize providers who share the same rules.
Set What Each Plan Earns On
You'll repeat this step once for each plan you created.
Turn on any combination of item types this plan should earn commission on: Services, Packages, Gift cards, Products, and Memberships. Each one you turn on gets its own row where you set its rate. You do not need to configure commission for every available type. If providers should not earn commission on a particular type of sale, leave that option disabled.
For each item type, configure the following:
Rate: Choose either a percentage or a flat dollar amount.
Basis: For percentage rates, choose the amount the commission percentage should be calculated from. Basis is not used for flat dollar rates.
Revenue: Full revenue from the sale
Practice income: Payments and redemptions after pass-through amounts
Gross margin: Revenue after practice and product costs
Revenue – cost to practice: Revenue minus practice cost
Revenue – product cost: Revenue minus product cost
Practice income – cost to practice: Practice income minus practice cost
Practice income – product cost: Practice income minus product cost
Practice income – both costs: Practice income minus both costs
New payments only: Only new payments collected
Total sale price: Full sale price
Discount handling: Choose whether commission should be calculated before or after discounts.
Add Category-Specific Rates
If an entire category should earn differently from the default rate, add a category-specific rule.
For example, imagine the default service commission is 10%, but all laser services should earn 15%. Rather than editing each laser service individually, you can add a commission rule for the laser category.
To add a category rate:
Select Add category rate.
Choose the category.
Enter the commission rule that should apply.
Add additional category rates as needed.
Category rules override the broader default rate for items within that category.
Add Rates for Individual Services or Products
You can make the commission structure even more specific by creating a rule for an individual item.
For example, a provider may earn:
10% on services by default
15% on the Injectables category
A flat $20 on one specific service, like Botox
In that situation, the individual service's rate would apply when that service is sold, because it is the most specific rule.
To create an individual item rule:
Select the option to add a specific service, product, or other item.
Choose the item.
Enter the commission rate or flat amount.
Repeat for any additional exceptions.
Note: Setting up a similar plan? Use Copy from [Plan Name] in the top right of this step to copy the whole plan, or just its services or products, instead of re-entering everything.
Choose Which Provider Earns Commission
In some transactions, the provider on the appointment may be different from the provider listed on the invoice line item.
By default, commission goes to the provider on the invoice line item. If needed, open Advanced to choose a different option:
Provider on the invoice line item: The provider attached to the item sold earns the commission.
Provider on the appointment: The provider scheduled on the calendar earns the commission instead.
Both: Both providers earn separate commissions based on their own commission plans.
Choose the option that best matches how your practice assigns commission, then select Continue.
Watch for double commission: If you choose Both and the same person is on both the calendar and the invoice, they'll earn commission twice for that line.
Set How Refunds Affect Commission
By default, Prospyr adjusts commission and applicable costs in proportion to the amount refunded. For example, a partial refund results in a partial commission reversal rather than removing the full commission.
If your practice uses different rules, select Customize.
Choose how refunds affect percentage/tier commissions and flat commissions:
Take commission back in proportion to the refund
Take commission back only on a full refund
Let the provider keep the commission
If you use a margin-based rate, choose whether cost to practice and product cost should also be reversed in proportion to the refund.
Select Use standard behavior at any time to return to the default settings.
Select Continue when finished.
Set When Flat Commissions Get Paid
This step appears if a commission plan uses a flat dollar amount. Choose whether the provider should still earn that amount when discounts or direct costs leave little or no money on the sale.
Yes — still pay it: Pay the flat commission whenever the item is eligible, even if little or no revenue remains for the practice after costs.
No — pay only when the practice has money left: Prospyr starts with what the practice received and subtracts applicable direct costs. The flat commission is paid only if money remains.
Use Show earnings example to preview how the selected option affects a sample sale, then select Continue.
Review Your Rules
Set the Takes effect on date. Commission earned before this date stays on your current rules.
Expand each plan to confirm its rates, categories, and specific service exceptions.
If you see a warning that two rules overlap, review the plans involved — the more specific rule (one person, item, or location) will win, but it's worth double-checking before you go live.
Preview and Publish
Enter a complete calendar month you've already had activity in.
Select Refresh server preview to see what your rules would have paid that month — total commission, number of providers, and a per-provider breakdown.
Once you're confident the numbers look right, check I reviewed the resolved rules and production-engine preview and intend to publish on [date].
Select Publish rules.
Note: When available, select Show earnings example to open a live preview. Choose a provider, an item they sell, and an optional discount to see which rule applies and how much commission they would earn.
