Add a hidden planner commission

When to use this

Many planners work on a commission — often around 10% of the proposal. Your client should see one clean price, you should keep working with your own numbers, and you should always know exactly what you owe the planner. Planner commission does all three: it quietly adds the percentage to client-facing prices without ever showing it as a line item.

Turn it on

What changes — and what doesn’t

• Your board doesn’t change. Every price you see on the board is still your own. A “+10% planner commission” badge on the summary rail reminds you the markup is active, and each section the commission applies to shows a small “Client pays this + 10% commission” note under its total — so you can always tell which sections’ numbers gain the commission in the client’s copy. Click the note to jump back to the Commission tab.
• The client sees marked-up prices on the proposal page, the PDF, and any invoice — with no mention of a commission anywhere. That’s the point.
• Client preview shows the client’s numbers. Use the Client view pane or the design studio to see exactly what they’ll see; a small note in the toolbar confirms the commission is included.
• “Commission included” on the summary rail is the amount you owe the planner. Your “You keep” and margin figures already exclude it, on the board and in your finance reports.

Changing what it covers

The commission covers whatever you chose under Applies to — change it any time from the same tab and the client totals update immediately. Prices outside the scope (for example delivery fees when the scope is “Arrangements + rentals”) reach the client exactly as you set them.

Sent proposals and revisions

A sent proposal is a record of what your client saw, so its prices — and the commission inside them — are frozen. To change the rate after sending, create a revision: the new rate applies to every included line in the draft, and nothing changes for your client until you send it.