Partner earnings

Before you start

• The Finance › Partner Earnings page is open to the Owner and Admin roles only.
• The page appears in the Finance menu once at least one partner card is defined under Business › Partners: Partner card programs.
• For members to come to class on a partner card, they need to be given the card: Give a member a partner card.

Read the page

Choose the period with the Month / Year choice at the top of the page, and which card to look at with the Partner Card picker above the table. The cards at the top cover the chosen card in the chosen period:

• Counted Visits: how many visits in the period count towards the payout.
• Expected Payout: the visit rates of those visits added up, which is what the card provider should pay.
• Received: the partner payouts you recorded for this period. Canceled records do not count.
• Outstanding: expected minus received. The card turns orange while something is owed; if the provider paid too much, the amount shows with a minus sign.

The search box at the top left of the table filters the visits by member name, card number or class. The cards at the top ignore the search: the provider's payout is one amount for the whole month, so it cannot be split by member.

Which visits count

• Every visit where the member attended (Attended) counts.
• No-show and Late cancel count only if A no-show counts as a visit or A late cancel counts as a visit is on in the partner card's settings.
• A visit lands in the period of the session date.

The table shows each visit with its Date, Class, Member, Card No., Outcome, Visit Rate and Extra Fee.

Record the provider's payment

1. 1

   Leave the period on Month and choose the month the payment is for.

2. 2

   Choose the paying card in the Partner Card picker.

3. 3

   Press Record Payout.

   A payout window named after the card and the month opens, with the Payment Amount filled with that month's Outstanding.

4. 4

   Change the amount if needed, and set the Payment Date to the day the money arrived.

5. 5

   Choose the Payment Method and the Account; add a Description and a Note if you like.

6. 6

   Press Save Payout.

   A "Partner payout recorded" message appears and Received and Outstanding are updated.

• Record Payout is only there in the Month view; a payout always goes to the visits of one month.
• The payout is added to the Income list as a Partner Payout income, and on the Summary page it counts as income of the month its Payment Date falls in.
• Edit or cancel a payout entered wrongly from the Income list: Record and cancel income.

Extra fees paid by members

Some classes carry an extra fee the member pays on top of the partner card. It is not part of what the card provider pays; it is shown separately as Extra Fees from Members under the Expected Payout card.

You collect the extra fee from the member with the extra fee button in the session's participant list, which opens a member payment window with the amount filled in: Take a payment. These payments show on the Income list as member payments and are not part of Received on this page.

Check the visits against the provider's report

Choose Export (CSV) in the More actions (⋯) menu above the table. The file holds every counted visit of the chosen card in the chosen period that matches the search, so you can compare it line by line with the provider's report.