Give Advisors Rewards

For agency owners, admins, and Staff. Create a reward that raises advisor commission on matching bookings, and see where rewards landed.

Updated

This article is for agency owners, admins, and Staff. Advisors cannot open this page.

A reward raises an advisor's commission on bookings that match rules you choose. It only works on unpaid bookings in US dollars.

Open Rewards

  1. Look at the top left corner of the page. Click the logo.

  2. Click Back Office Menu.

  3. Look along the top of the page and click Rewards.

    The Rewards page with the Programs, Applied Rewards, and Statistics tabs

The Three Tabs

  • Programs lists your rewards.
  • Applied Rewards lists each booking that got a reward.
  • Statistics shows how your rewards are doing.

Create A Reward

  1. On the Programs tab, click Create Reward. A panel opens.

  2. Type a name in the Reward Name box.

  3. Under The Reward, choose the amount.

  4. Under Who Earns, choose the advisors.

  5. Under Triggers, choose which bookings count.

  6. Click Create Reward at the bottom of the panel.

Here is what two of the choices mean:

  • Stackable lets this reward combine with other rewards on the same booking.
  • Retroactive On Save updates unpaid bookings to match this reward when you save.

Careful: Dollar amount rewards count toward the agency commission cap.

Good to know: To undo a reward on one booking, open the Applied Rewards tab and click Void Reward on that row.

Still Need Help?

Email us at [email protected] and tell us what you were trying to do.

Email Us