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Adding a team member column to track commission

Bookem automatically links services to the team member who handled the booking, making it easy to track team commissions for appointments.

However, if your business sells other items - such as consumables, stock or medicines - you might want more control over how team members are assigned to these items. By adding a Team Member column to your invoice line items, you can check, change or manually assign a team member to each product sold. This is especially useful for tracking sales and commissions for non - service items.

Watch this short video to see how to add the Team Member column to your invoices.

How to add a team member column to line items

Follow these steps to add a Team Member column to your invoices:

  1. Go to Settings > Payments & Invoicing > Line items

  2. Click Edit Columns in the top bar

  3. Click Add Column to create a new line item column

  4. From the drop-down menu, select Associated Resources (you can rename this to Team Member)

  5. To hide this column from clients, click Show More and toggle Hide from Client to ON

  6. Click Add Item, then Save

What your invoice will look like

Once you've added the Team Member column, your invoice will now include this column for internal tracking. If you've chosen to hide the column, clients will not see it in their final invoice.

Exporting and analysing data

When you export your invoices into a spreadsheet, the Team Member column is included. This makes it easier to analyse sales and commissions.

Learn more