Appointment filters define how appointments are categorized so the system can apply the correct payrates. They distinguish appointment types so the system compensates each provider appropriately.
If your studio offers multiple appointment types, such as personal training, private lessons, or nutrition consultations, appointment filters allow the system to differentiate between them for accurate payroll processing.
Appointment payroll cannot function without at least one appointment filter. If appointment filters are not available, contact support to enable.
Examples of how Appointment Filters work
Example 1: Different rates for different services
Your studio offers personal training and nutrition consultations. Alex earns $75 per personal training session and $50 per nutrition consultation.
Create two appointment filters, one for each service, and assign each filter a different flat rate to Alex’s payrate.
Example 2: Only paying for certain services
Morgan teaches group classes and private lessons, but you only want to pay for private lessons.
Create an appointment filter that targets private lessons only and assign it to Morgan’s payrate. Other services will not generate pay.
Example 3: Same rate for all services
All providers earn the same flat rate across services.
Use the built-in All Services filter and assign each provider a flat rate under that single filter.
Setting Appointment Filters
Navigate to Appointment Filters > Add Appointment Filter.
Choose from the following options:
All Services: Use if all services are paid the same amount
Services In: Select specific services
Complete all required fields and save.
Once you create a filter, assign it to individual providers through Payrates.
You cannot change filters assigned to a payrate. You must delete the payrate and recreate it with a different filter.
Global Settings
Alongside appointment filters, you can use global settings under Settings > Appointment Configuration to exclude services from payroll entirely.
This applies to all employees. For example, you can exclude complimentary consultations so they’re never included in pay calculations.
