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Adding or Editing a Trainer

Account administrators can create unique Calendars for each of their Trainers which will appear on the Schedule page.

Having schedules for each of your trainers allows you to organize each individual's schedule their own way.  You can also use EZFacility to track a trainer's payroll earned for their booked classes.  Because trainers are automatically considered salespeople, you can also calculate their commissions on their membership or package sales.

Administration

Click on Administration.

Location & Trainer Setup

Click on Location & Trainer Setup.

Add or Edit a Trainer's Settings

Add or Edit a Trainer's Settings

1. Click on the Trainers tab along the top of this section

2. Enter the Trainer Name that will appear alongside their Calendar on the Schedule

3. Fill in their commission rates if desired (see below) and click Add Trainer to save their record

4. To edit an existing trainer's settings, use the Pencil icon to edit their record. Make any changes that are needed. Finally, click the Disk icon to save your changes.

Set Trainer's Default Session Commission Rates

Set Trainer's Default Session Commission Rates

1. Click on the Trainers tab along the top of this section

2. To set a new trainer's Session Commission Rates:

a. Decide whether a trainer will be paid Per Attendee (rates are dependent on their attendance levels) or Per Session (flat rate per class)

If they are paid Per Attendee:

-Session Commission will pay the trainer this percentage of the value of the client's package used to book in the class

- Hourly / 45 Min / 30 Min Session Rate will give the trainer a dollar amount, per attended client, prorated for the length of their class.

- Comp Session Rate will pay the trainer a flat hourly rate per Comp package in a session

If they are paid Per Session:

- The Hourly / 45 Min / 30 Min Session Rate will give the trainer a flat rate per Session, prorated for the length of their class

- Comp Session Rate will pay the trainer a flat hourly rate per Comp package in a session

- Session Commission does nothing

b. Program Instruction, Non-Training Time (Scheduled sessions without any attendees), and Floor Rate are all flat rates regardless of attendees.

3. To edit a trainer's Session Commission Rates:

- Click the Pencil icon next to the trainer's name.  Set their rates as above.  Use the Disk icon to save the changes.

Set Trainer's Default Sales Commission Rates

Set Trainer's Default Sales Commission Rates

1. Click on the Trainers tab along the top of this section

2. To set a trainer's Sales Commission Rates

- a. Use Sales Comm to pay a percentage against the value of the package sold

- b. Use Flat Comm Rate to pay a flat rate for each package sold

3. To edit a trainer's Sales Commission Rates:

- Click the Pencil icon next to the trainer's name.  Set their rates as above.  Use the Disk icon to save the changes.

4. Default membership sales commission rates may not be set.  These need to be set up as Service-Specific sales rates (see below)

Set Trainer's Service-Specific Session Pay Rates and Package Sales Rates

1. From the Location & Trainers Setup screen, select the Service Specific icon next to the Trainer's name.  This will open the Package Pay Rates page.

2. Select the Reservation Type that this rate will apply towards from the drop-down menu.  Set the rates as desired (see above for a detailed explanation)

3. You can also set how the Trainer will be getting paid whether it is Per attendee or Per session

4. You can also set their Sales Commission rate and Flat Commission rate for package sales from this page

5. When finished, select Add Rate to save your options

6. To change an existing program rate, use the Pencil icon to edit the commission rates.  Use the Disk icon to save your changes when done.  To delete the rate, click the Red X.

Set Trainer's Membership-Specific Pay Rates

1. From the Location & Trainers Setup screen, select the Service Specific icon next to the Trainer's name.  Click the Membership Pay Rates tab.

2. Select the Membership Type that these rates will apply towards from the drop-down menu.  Set the rates as desired:

- Sale Commission gives a percentage of the membership's value

- Flat Comm. gives a flat rate per membership

- First Invoice Only only pays the trainer for the first bill in the contract, so that they don't continue to receive a commission if the contract auto renews or extends past the initial billing period (eg. "How Many Times?" is set higher than one on the contract)

3. When finished, select Add Rate to save your options

4. To change an existing membership rate, use the Pencil icon to edit the commission rates.  Use the Disk icon to save your changes when done.  To delete the rate, click the Red X.

Set Trainer's Performance Bonuses (Overtime)

Set Trainer's Performance Bonuses (Overtime)

1. From the Location & Trainers Setup screen, select the Bonuses icon next to the Trainer's name.  Click the Trained Hour Bonus tab.

2. In the Bonus Name field, enter a label for this rate

- Enter the Min Hours that a trainer must work in order for this bonus to take effect

- Enter the Bonus amount that will be added to their reimbursement for those sessions

- Choose Apply Bonus only to the "Extra Hours" if the bonus should only be added to the hours past the Minimum, or leave unchecked if the bonus gets applied to *all* hours once a trainer reaches this goal.

3. When finished, select Add Bonus to save your options

4. To change an existing hourly bonus rate, use the Pencil icon to edit the commission rates.  Use the Disk icon to save your changes when done.  To delete the rate, click the Red X.

Set Trainer's Off-Hour Bonuses

Set Trainer's Off-Hour Bonuses

1. From the Location & Trainers Setup screen, select the Bonuses icon next to the Trainer's name.  Click the Off Hour Bonus tab.

2. For each Day of the Week, set the trainer's normal Start Time and End Time.  Enter the Bonus Amount that applies for off-hour sessions on that day.

3. When finished, select Save Changes to save your options.

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