In this article, we delve into the intricacies of creating and managing pay rates, covering Class Pay Rates, Enrollment Pay Rates, Appointment Pay Rates, and the process of making pay rate changes. Learn to add new rates, assign them to specific service types, and navigate the nuances of Base Pay, Bonus Pay, Minimum Pay, and Maximum Pay. This guide also includes a focused section on making effective pay rate changes for Classes, Enrollments, and Appointments, ensuring seamless transitions and transparent compensation practices.
Please use caution when creating a pay rate name if it includes a monetary amount. Adding and editing classes, visibility of the Employee Info Tab, and making an instructor substitution are all actions that display the name of a pay rate.
To add a new pay rate, start by follow these steps:
From the navigation menu under Staff Center select Pay Rates
Choose Add New Pay Rate
Set if your pay rate is for an Employee or Contractor
Pay Rate Type
Choose whether the pay rate will apply to classes, enrollments, or appointments.
Who is this pay rate for?
Choose if this pay rate will apply to either employees or contractors. Options include None, Flat Rate, and Alternative Hourly Rate. If your employees clock in and out their time clock rates, also knows as Roles, are created and managed under a staff member’s profile from the Sensitive Info tab.
Pay Rate Name
Enter a name for the pay rate. This will be visible when assigning an instructor to a class when creating a new class and when subbing an instructor.
Class Pay Rates
Step 1: Add a new class pay rate
To add a new pay rate, follow these steps:
From the navigation menu under Staff Center select Pay Rates
Choose Add New Pay Rate
Set if your pay rate is for an Employee or Contractor
Select Class
Choose Base Pay and Bonus Pay options (See details below)
Save
Class Base Pay
None: If your instructors do not always get paid a specific amount select none. You can still choose a Bonus Pay option if you do not pay a staff member base pay.
Flat rate: What your instructors will get paid regardless of how many clients are in the class.
Alternative hourly rate: This is calculated based off of the length of the class. Just like all other pay rates, this pay rate is assigned to as service. The system looks at the length of the class, then takes the pay rate and calculates the instructor’s pay. For example, if my Alternative hourly rate is $50 an hour and the length of the class is 2 hours, the calculated pay would be $100. This is not the amount your staff member will get paid if they are clocking in and clocking out using the Time Clock feature. If your staff member is clocking in and out you need to set up time clock Roles, which are located under the Employee Info tab of the staff profile.
Class Bonus Pay
None: If your instructors do not get additional pay when more than a certain amount of clients attend.
Per person: Pays instructors the entered amount per person and can increase after a certain number of people are in class.
Here is an example: If my per person bonus was $1 per person starting at 1 attendee, then $2 per person starting at 10 attendees, and if there are 10 attendees total, then my instructor would be paid a bonus of $9 for the first 9 attendees and a bonus of $2 for the 10th attendee. The total bonus paid would be $11.
Flat fee for reaching goal: Pays instructors the entered amount once the specified headcount is reached.
Here is an example: Let’s say my flat fee for reaching goal structure is as follows: Pay a bonus of $5.00 when 3 or more people attend the class, or $7.00 when 5 or more people attend the class. If there were 10 attendees, then the total bonus paid would be $7.
Minimum pay: The minimum amount the instructor will be paid regardless of Base and Bonus pay totals. If Base Pay and Bonus pay totals are less than the amount entered for Minimum Pay, the system will round up and pay the Minimum pay. In other words, this is the minimum rate you want your instructor to make even if zero people show up to class.
Here is an example:
Base Pay: You have a $20 Flat Rate
Bonus Pay: Your per head Bonus Pay is $1 per head starting at 1 attendee, and there are 5 clients in the class
Minimum pay: $35
Your staff member's pay has two parts: a $20 flat rate and a bonus of $1 for each person in the class (with 5 clients in this case). Even if the total adds up to $25, they are guaranteed a minimum pay of $35.
Maximum pay: The max amount the instructor will be paid regardless of Base and Bonus pay totals. If Base Pay and Bonus pay totals are more than the amount entered for Maximum Pay, the system will round down and use the amount entered for Maximum Pay. This puts a cap on how much an instructor can earn.
Here is an example:
Base Pay: You have a $20 Flat Rate
Bonus Pay: Your per head Bonus Pay is $3 per head starting at 1 attendee, and there are 5 clients in the class
Maximum pay: $30
Your staff member's compensation includes a $20 flat rate and a bonus of $3 for each person in the class (with 5 clients). Despite the bonus potentially totaling $35, we've set a Maximum Pay at $30 to establish an upper limit on earnings. This ensures that, even with a higher bonus, your instructor's pay won't exceed the specified maximum amount, providing clear boundaries for compensation.
Step 2: Assign the new pay rate to the class type
Once you create a pay rate you will need to assign the new pay rate to the class type.
From the navigation menu select Classes
Select Go on a class tile
From the Schedule tab select a class instance
Choose Change all other settings, then set the date range you want to make the change for
Update the pay rate to the new pay rate
Save
If the class has past occurrences, only future scheduled occurrences will reflect the new pay rate.
Enrollments
Enrollment pay always appears at the start of the enrollment regardless if they enrollment has a payment plan.
Step 1: Add a New Enrollment Pay Rate
To add a new pay rate, follow these steps:
From the navigation menu under Staff Center select Pay Rates
Choose Add New Pay Rate
Set if your pay rate is for an Employee or Contractor
Select Enrollments
Choose Base Pay and Bonus Pay options (See details below)
Save
Enrollment Base Pay
None: If your instructors do not get additional pay when more than a certain amount of clients attend.
Flat rate: What your instructors will get paid regardless of how many clients are in the class.
Percentage of revenue: Based on the total revenue collected for the enrollment.
Enrollment Bonus Pay
None: If your instructors do not get additional pay when more than a certain amount of clients attend.
Per person: Pays instructors the entered amount per person and can increase after a certain number of people are in the enrollment.
Flat fee for reaching goal: Pays instructors the entered amount once the specified headcount is reached.
Minimum pay: The minimum amount the instructor will be paid regardless of Base and Bonus pay totals. If Base Pay and Bonus pay totals are less than the amount entered for Minimum Pay, the system will round up and pay the Minimum pay.
Maximum pay: The max amount the instructor will be paid regardless of Base and Bonus pay totals. If Base Pay and Bonus pay totals are more than the amount entered for Maximum Pay, the system will round down and use the amount entered for Maximum Pay. This puts a cap on how much an instructor can earn.
Step 2: Assign or update enrollment pay rates
When creating an enrollment you must assign a pay rate to the enrollment. If you need to update the pay for an enrollment after it is created follow the steps below. If the enrollment has already started and you are updating the enrollment pay rate, the pay rate change will take place from the current date forward. There is not an option to select the date or dates the enrollment pay rate changes takes place.
From the navigation menu select Enrollments
Choose Go on the enrollment tile
Under the Schedule tab, select the three dots on the top right of the enrollment tile
Select Edit
Assign the new enrollment pay rate to the enrollment
Save
Appointments
Step 1: Add a New Appointment Pay Rate
To add a new pay rate, follow these steps:
From the navigation menu under Staff Center select Pay Rates
Choose Add New Pay Rate
Set if your pay rate is for an Employee or Contractor
Select Appointments
Choose a Base Pay option (See details below)
Save
Appointment Base Pay
None: If your instructors do not get additional pay when more than a certain amount of clients attend.
Flat rate: What your instructors will get paid regardless of how much the client has paid.
Alternative hourly rate: Pay will be based on hours entered here + tips. Alternative hourly rate is calculated based on the length of the appointment (Rate x Time).
Here is an example:
If the alternative hourly rate is $100 and the appointment is 90 minutes, then the staff member's pay will be $150.
Percentage of revenue: Based on the total revenue collected for the appointment.
How percentage pay is calculated
Credits: The number of credits spent x $2.75 each
Limited pack: The cost of the plan divided by the number of visits in the plan.
For example:
Client pay for a 3 pack is $300, making each appointment $100. If a staff member’s percentage pay is 50% the staff member will be paid $50.
Unlimited plans: Always count as $0.
Migration comp pass: Always count as $0
Single session/ standard pricing
Calculations are based on the total for a single session, excluding tip and tax. If a promotion or discount is applied, pay is based on the subtotal price (after discounts but before taxes). If a gift card or account balance is used, it is based on the total amount before the gift card or account balance is used.
Step 2: Assign or update appointment pay rates
From the main navigation menu select Appointments
Choose the three dots on the far right of the appointment type and select Edit
Select Eligible Staff
Choose the edit pencil next to the staff member
Scroll down to pay rate, select the pay rate drop down
Choose Link Pay Rate and select the new pay rate
Save
Changing pay rates for existing appointment types
Moving forward, all future appointments (appointments that are not already on the schedule) will use the new pay rate. Any appointments already on the schedule prior to this change will use the old percentage pay rate calculations when following these steps.
From the main navigation menu select Appointments
Choose the three dots on the far right of the appointment type and select Edit
Select Eligible Staff
Choose the edit pencil next to the staff member
Scroll down to pay rate, select the old pay rate
Choose Link Pay Rate and select the new pay rate
Save
Update a booked appointment with the new pay rate:
You can update already booked appointments that are not settled on an individual appointment basis, but you can not update previously booked appointments that are settled.
From the main navigation menu select Appointment Schedule, then select an appointment
Choose the edit pencil next to the staff member's name
Select the new pay rate from the pay rate drop down
Save
Making Pay Rate Changes
Before delving into the specifics, exercise caution when naming pay rates, especially if they include a monetary amount. Actions such as adding and editing classes, visibility of the Employee Info Tab, and making instructor substitutions all display the pay rate name.
You will need to start by creating a new pay rate before following the below steps.
Classes
Update a pay rate for all future classes for an instructor
If you want to update a pay rate for all future classes assigned the pay rate, follow these steps. Rather than creating a brand new pay rate you can update the already created pay rate details. For example, if I had a class pay rate that paid a $100 flat rate and I wanted to change it to a $150 flat rate updating the $100 to $150 would affect all future scheduled classes. This option really only is best if you make the change right before the class with the update pay takes place but after the class with the old pay ends.
From the main navigation menu select Pay Rates
Select the pay rate you want to update
Update the pay rate
Save
Note: Past occurrences won't reflect the updated pay rate; only future scheduled occurrences will.
Update a pay rate from a future date forward, future specified range, or future instance
Use this approach when you want to proactively plan for changes in pay rates for future classes. It allows you to set up the new pay rate ahead of time, ensuring a smooth transition without any last-minute adjustments.
First, you will need to create a new pay rate. After you create a new pay rate follow these steps.
From the main navigation menu select Classes
Select Go on a class tile
Choose the Schedule Tab
Choose a class instance on the schedule
Choose Edit all
Select Change all other settings
Under Update classes starting on... select the start date the change will take place
Date forward: Select a start date and leave the end date open
Date range: Select a start and end date
Future instance: Select the same start and end datesSelect the new pay rate
Choose Save & Close
Note: Past occurrences won't reflect the updated pay rate; only future scheduled occurrences will.
Update a pay rate for an individual past class instance
This is the only method that will allow you to update a past class instance. First, you will need to create a new pay rate. After you create a new pay rate follow these steps.
From the main navigation menu select Class Schedule
Find the class you want to make the update for
Select the three dots on the far right
Choose Change Instructor
Choose the new pay rate. If you do not see the pay rate you may need to select Link a pay rate
Save
Note: Past pay rate changes can only be done on an individual instance basis.
Enrollments
Update Enrollment Pay Rates
From the navigation menu, select Enrollments.
Choose an enrollment tile.
Under the Schedule tab, select the three dots on the top right.
Select Edit.
Assign the updated enrollment pay rate to the enrollment.
Save.
Note: If the enrollment has already started, the pay rate change will take place from the current date forward.
Appointments
Update Appointment Pay Rates
From the main navigation menu, select Appointments
Choose the three dots on the far right of the appointment type and select Edit
Select Eligible Staff
Choose the edit pencil next to the staff member
Scroll down to pay rate, select the pay rate drop down
Choose Link Pay Rate and select the updated pay rate
Save.
Note: Moving forward, all future appointments (those not already on the schedule) will use the new pay rate. For previously booked appointments, you can update them individually.
Updating a Booked Appointment with the New Pay Rate
From the main navigation menu, select Appointment Schedule, then select an appointment
Choose the edit pencil next to the staff member's name
Select the updated pay rate from the drop-down
Save