We would love to see an improvement in how practitioner attribution works with recurring memberships in Phorest. The suggestion is to allow a practitioner to be assigned to a recurring membership at the point of sale, when the initial deposit or first payment is taken, and for that practitioner attribution to carry through to all subsequent monthly direct debit payments. Alternatively, the ability to manually edit a completed direct debit sale and assign the relevant practitioner would be a huge help. The current challenge When a client signs up for a recurring membership, we can associate the initial sale with the practitioner who performed the treatment or facilitated the membership. However, once the membership moves into its automated monthly payment cycle, the subsequent direct debit transactions are processed without a practitioner assigned to them. This creates a gap in our reporting and commission tracking. The recurring payments are linked to the membership and the client, but not to the practitioner responsible for the service or membership. As a result, commission cannot be accurately attributed through the usual automated processes, meaning we have to find alternative ways to track and reconcile these payments. For businesses that pay commission based on membership sales, ongoing client relationships, or revenue generated by individual practitioners, this creates unnecessary administration and makes it harder to maintain accurate, reliable commission reports. Why this feature would make a real difference: Recurring memberships are an increasingly important part of many salon and clinic business models. They help generate predictable revenue, encourage client retention, and support long-term treatment plans. However, the administrative systems supporting them need to reflect how businesses actually operate. Being able to attribute recurring payments to the relevant practitioner would offer several benefits: Accurate commission calculations: Practitioners could receive the correct commission where it applies, without having to manually reconcile recurring payments outside Phorest. Less manual administration: Salon owners and managers would spend less time reviewing direct debit transactions, maintaining spreadsheets, and correcting commission reports. More reliable reporting: Practitioner performance and revenue reports would better reflect the income generated through memberships over time. Greater transparency and fairness: Clear attribution would help businesses maintain consistent commission processes and give practitioners greater confidence in how their earnings are calculated. Better scalability: As a business grows and gains more members, the process would remain manageable rather than creating an increasing administrative burden each month. Our suggested solution Ideally, there would be a way to select the responsible practitioner when setting up a recurring membership, with that attribution automatically carried forward to each subsequent payment. If carrying the practitioner assignment through the entire recurring payment cycle is technically more complex, even a simpler solution would be extremely valuable: allow users with the appropriate permissions to edit a completed direct debit sale and assign or amend the associated practitioner after the payment has been processed. Either option would allow businesses to keep their commission calculations within Phorest, rather than relying on manual workarounds or external spreadsheets. It would also be helpful if the practitioner attribution could be reflected consistently in sales reports and commission reporting, so that the information can be used without additional reconciliation. Why I believe this deserves consideration This is not simply a request for an additional reporting field. It is about ensuring that an important, automated revenue stream can be properly attributed to the people who generate and deliver the business's services. Phorest already provides valuable tools for managing memberships, payments, sales, and practitioner performance. Connecting these functions more effectively would make the platform even more useful for businesses that rely on recurring membership revenue and practitioner-based commission structures. Please show your support for this suggestion. The more businesses that can demonstrate a need for this functionality, the clearer the case for Phorest to consider implementing it. Thank you! Daisy (Studio Manager) Zapp Laser Studio
