Setup-Who is it for
If you employ a business model where you pay your coaching staff on a % of client revenue model, then this plugin will save you countless hours.
How to enable it
Go to Apps main menu in your PushPress Control Panel.
Look for 'Professional Coaching Add-on'. Click 'Configure'
Toggle Enable to turn it on.
Setup
For each coach you will need to set their default % split of client revenue.
Go to People -> Staff Members
Select 'Edit Coach Info' from the 3 dots context menu next to the coach you want to setup.
Scroll down the page to where you see 'MLG Coach Info'.
If the coach only coaches AM or PM shifts, select accordingly.
Add the % revenue this coach gets for all clients assigned to them.
Add the % referral revenue this coach gets for recruiting new members.
Save Changes.
Setting rates at the subscription level
In some cases, you may want to set the % split for a specific member and plan, as opposed to a blanket % rate for all members. Here's how to override the % split on the subscription level.
Go to People -> Members -> {Member name}
Select the 3 dots context menu next to the plan you want to override
Select 'Adjust Pro-Coaching Payroll'. This will pop up a modal where you can adjust the revenue % splits. *note* make sure to uncheck the "use default rate". That will allow you to edit the % split.
Metrics
Find metrics on clients, lead, appointments, and referrals for each coach.
Once you have the Pro Coach Plugin enabled and setup for each coach, you can view the data it generates by going to People -> Staff Members then selecting 'View Coach Info / Metrics' from the context menu.
Clients Tab
This will show you the breakdown of all clients on the coach roster.
Leads Tab
Use this tab to manage all Leads assigned to that coach. Get a quick snapshot of each Leads status, how they were referred and date acquired.
Appointments Tab
Keep track of your most recent appointments and see which clients on your roster have outstanding appointment credits to use.
Referrals Tab
Use this to see which clients have active plans that are paying referral fees to a coach.
Overriding the Default % rate
How to set specific % splits on the subscription level
In some cases, you may want to set the % split for a specific member and plan, as opposed to a blanket % rate for all members. Here's how to override the % split on the subscription level.
Go to People -> Members -> {Member name}
Select the 3 dots context menu next to the plan you want to override
Select 'Adjust Pro-Coaching Payroll'. This will pop up a modal where you can adjust the revenue % splits. *note* make sure to uncheck the "use default rate". That will allow you to edit the % split.
