Book4Time’s Commission Import function allows you to bulk update service commission rates for technicians and services using Microsoft Excel.
Instead of individually changing commission values for each technician, the bulk commission update function allows you to target a specific service group, services, skill set, or technician and modify the commission values all at once. You can even schedule the date when Book4Time should apply the revised commission rate.
To bulk edit staff commissions:
- From the main menu, navigate to Staff > Staff Management.
- Expand Commission Import.
- Click the Create tab to export an Excel file according to your chosen preferences. This file will contain the existing service commission values for your technicians. Read:Generate (Export) a commission file.
- Open the downloaded commission file and edit it. Read: Edit a commission file.
- Click the Upload tab to upload the edited commission file. Read: Upload the commission file.
- Click the Schedule tab to immediately apply the revised commission values or assign a future date when the commission changes should apply. Read: Schedule the revised commission.
- [Optional] Click the History tab to view the past commission uploads that were completed. Read: View the past commission uploads that were completed.