Advanced Staff Feature
Make how-to guides like this one in a snap.

RunLoyal Support

Created Nov 15, 2024

Advanced Staff Feature

113
    r

Go to your RunLoyal staff portal on a Google Chrome browser. **All settings-related items must be updated while on a desktop or laptop.

0 Steps

#

Adding a Default Tip to an Invoice

9 Steps
1

Go to the invoice for which you would like to add a tip.

Go to the invoice for which you would like to add a tip.
2

Click on the "Tips" button.

Click on the "Tips" button.
3

Click on "Add Tip".

Click on "Add Tip".
4

Select the option for the tip amount: Percentage or Dollar.

Select the option for the tip amount: Percentage or Dollar.
5

If choosing Percentage, select one of the predefined options or add a custom percentage.

If choosing Percentage, select one of the predefined options or add a custom percentage.
6

Select the Tip Type as Default Tip

Select the Tip Type as Default Tip
7

Click on Search, then select the staff member.

Click on Search, then select the staff member.
8

Click on Add Tip to confirm.

Click on Add Tip to confirm.
9

Verify that the tips for the selected staff member have been successfully added to the invoice.

Verify that the tips for the selected staff member have been successfully added to the invoice.

#

Advanced Tip

0 Steps

#

Automated Tips (Only for staff based services)

7 Steps
10

You can enable automated tips by navigating to Settings → Pricing → Manage Tips.

You can enable automated tips by navigating to Settings → Pricing → Manage Tips.
11

In Staff Management, you can set up tip calculations as a percentage or fixed amount for each service or add-on.

In Staff Management, you can set up tip calculations as a percentage or fixed amount for each service or add-on.
12

Once set up, tips will be automatically calculated based on your configuration when a tip payment is made using the terminal, saved card (in the portal, pet owner app, or web link), or any other payment method.

Once set up, tips will be automatically calculated based on your configuration when a tip payment is made using the terminal, saved card (in the portal, pet owner app, or web link), or any other payment method.
13

You can manually add tips by clicking Tips → Add Tips in the invoice.Select the tip type (Default or Advanced) and choose either a percentage or amount.In Default, you can assign a staff member; In Advanced, the tip is automatically added. Finally, click "Add" to apply the tip.

You can manually add tips by clicking Tips → Add Tips in the invoice.
Select the tip type (Default or Advanced) and choose either a percentage or amount.
In Default, you can assign a staff member; In Advanced, the tip is automatically added. Finally, click "Add" to apply the tip.
14

You can still override the tip calculation by clicking on edit icon in that line with tip

You can still override the tip calculation by clicking on edit icon in that line with tip
15

You can also split the tip by selecting the Tips→ Assign Tip option in the invoice.

You can also split the tip by selecting the Tips→ Assign Tip option in the invoice.
16

Automated tip calculations or manual edits will be visible in the invoice under the Invoice History tab.

Automated tip calculations or manual edits will be visible in the invoice under the Invoice History tab.

#

Assistants Commission and Tips (Only for staff based services)

7 Steps
17

You can add assistants at the service level and define how many assistants can be assigned to a service.

You can add assistants at the service level and define how many assistants can be assigned to a service.
18

You can also add tasks to them

You can also add tasks to them
19

In Staff Management, you can configure assistant commission and tip calculations as a percentage or fixed amount, either globally or for each service.

In Staff Management, you can configure assistant commission and tip calculations as a percentage or fixed amount, either globally or for each service.
20

Assistants can be added to an appointment from the Appointment Menu.

Assistants can be added to an appointment from the Appointment Menu.
21

Assistants can be added to an appointment from the pet owner profile and pet profile

Assistants can be added to an appointment from the pet owner profile and pet profile
22

Assistants can also be added to an appointment from the To-Do menu and in Full Run Card by using the Add Assistant icon

Assistants can also be added to an appointment from the To-Do menu and in Full Run Card by using the Add Assistant icon
23

If assistants are added, both commissions and tips will be calculated automatically based on your setup and displayed in the invoice.You can view assistant commission and tip calculation details in the invoice under the Invoice History tab.

If assistants are added, both commissions and tips will be calculated automatically based on your setup and displayed in the invoice.
You can view assistant commission and tip calculation details in the invoice under the Invoice History tab.

#

Sales Commission:

6 Steps
24

You can enable the sales commission for a service, add-ons and all other Quick checkout purchases like Packages, memberships, and training services in Settings

You can enable the sales commission for a service, add-ons and all other Quick checkout purchases like Packages, memberships, and training services in Settings
25

In Staff Management, you can configure Sales commission as a percentage or fixed amount for each service.

In Staff Management, you can configure Sales commission as a percentage or fixed amount for each service.
26

You can also configure Global Sales commission as a percentage or fixed amount under Staff Management

Global sales commission will be used for services other than defined (Each service level- such as lodging, capacity-based services, memberships, packages, and training).

You can also configure Global Sales commission as a percentage or fixed amount under Staff Management
27

Commissions can also be configured for packages, memberships, and training services during setup when selling via Quick Checkout.

Note: This is not applicable for pet owner app or web link purchases. However, you can add a sales commission in Quick Checkout and send an invoice to

Commissions can also be configured for packages, memberships, and training services during setup when selling via Quick Checkout.
28

Sales commission can be added or edited for confirmed and checked-in appointments by using the Add Sales Commission button in the Edit Appointment section.

Sales commission can be added or edited for confirmed and checked-in appointments by using the Add Sales Commission button in the Edit Appointment section.
29

The calculated sales commission will be shown in the invoice under the Invoice History tab.

The calculated sales commission will be shown in the invoice under the Invoice History tab.
Well done!
Create how-to guides like this in a snap. Get Tango now.