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ruleProducts - Finance & Payments

Commission that follows the rules you set

Performance Pay turns commission into rules. Set conditions like appointment type, service area, lead source, or appointment total, then pay a flat amount or a percent of the total, the subtotal, or the profit.

check_circleConditions on type, area, lead source, and totalcheck_circleA flat amount, or a percent of total, subtotal, or profitcheck_circleFeeds your commissions automatically
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Flat or percentPay
First matchWhich rule pays
Business and upPlan
THE PROBLEM

One flat commission does not fit every appointment

One flat commission does not fit every appointment. A large project is not a small visit, and a rate sheet in a spreadsheet gets applied by hand. Performance Pay puts the rate sheet where the work is recorded, and feeds your commissions automatically.

scale

Same rate, different work

A large project and a small visit pay the same percent, and one of them is wrong.

trending_downOverpaying or underpaying
table_chart

The rate sheet is a spreadsheet

Someone applies it by hand at the end of the period, one appointment at a time.

trending_downSlow and easy to get wrong
forum

Nobody is sure what they earn

When the rules are not written down, payday starts a conversation.

trending_downQuestions on every payday
THE RULE

Say who earns, when it applies, and how much

Choose Done by, Sold by, or Created by. Add conditions on appointment type, service area, source, tags, appointment total, or profit margin. Then pay a flat amount or a percent.

  • checkWho earns it
  • checkConditions you control
  • checkA flat amount or a percent
THE ORDER

The first matching rule wins

Rules are checked in the order you added them, and the first match pays. There is no reorder control, so add your most specific rules first.

  • checkChecked in the order you added them
  • checkThe first match pays
  • checkFeeds your commissions automatically
INCLUDED

Everything a commission rule needs

Conditions you control

Match on appointment type, service area, source, tags, appointment total, or profit margin.

Flat or percent

Pay a flat amount, or a percent of the appointment total, the subtotal, or the appointment profit.

First match wins

The first matching rule wins, in the order you added them.

Pay out when

Pay when the appointment is complete, when the invoice is created, or when the invoice is paid.

HOW IT WORKS

From a rate sheet to rules that run themselves

Step 1

Turn it on

Switch on Performance Pay in Settings, under Features.

Step 2

Add your rules

In PayDesk, set who earns it, the conditions, and how much. Add the most specific rule first.

Step 3

Commissions follow

The rule that matches feeds your commissions automatically.

Business and up

Performance Pay is on Business and up.

It ships off, so turn it on in Settings, under Features, then add your rules in PayDesk.

WHO IT IS FOR

Built for any team paid on the work they do

Clinics and practices

Pay differently by appointment type.

Agencies and firms

Pay a percent of profit on some work and a flat amount on the rest.

Field service and construction

Reward large projects without overpaying on small visits.

check_circleOne rate sheet, written downcheck_circleCommissions without hand mathcheck_circleRates that fit the work
CONNECTED

Rules that feed the commissions you already run

Performance Pay is part of Genaya, so a rule reads the same appointments and feeds the same commissions.

PayDesk

Rules feed your commissions automatically.

Appointments

Rules read the appointment type, the source, tags, and the total.

Service Areas

Use a service area as a condition in a rule.

Custom Commission Rates

Set a one-time rate on one appointment and leave your rules alone.

FAQ

Questions teams ask before writing their rules

The first matching rule wins, in the order you added them. One appointment does not pay on two rules.

No. There is no reorder control. Rules are checked in the order you added them, so add the most specific rule first.

A flat amount, or a percent of the total, the subtotal, or the profit.

You choose Done by, Sold by, or Created by, and assign the rule to the users it applies to.

Business and up. It ships off, so turn it on in Settings, under Features.

Performance Pay

Ready to put your rate sheet to work?

Turn on Performance Pay, add your first rule, and let it feed your commissions.