If the same people usually share the fee when you’re booked, you shouldn’t have to explain the split every time.
On Rosters → Split payments you save who is in your default set, whether each person gets a percentage or a fixed amount, and their tax when you use a default tax rate. Connected accounts can load that onto a booking in one step — then tweak for that date if needed.
Before you start
You’re on a Pro plan (or higher). On Free you’ll see an upgrade message on this tab.
People you want as defaults are already on your roster and active.
Optional: set a default tax rate in Settings if you want tax-on choices per person (for example GST 10%). Without one, tax shows as No tax until a rate is available.
Save your default shares
Open Rosters.
Go to Split payments.
Turn Split payment defaults on.
You’ll see everyone on your active roster under Split payment members.
Turn Default on for each person who should load onto split payment bookings.
For each default member:
Choose Type — percentage or fixed amount.
Enter their Split, or leave it blank if the other side should fill the money later.
Set Tax when a tax rate is available — your account rate (for example GST 10%) or No tax.
Optionally expand the row and add a role (for example trumpet or drums).
Select Save.
That’s it — your default set is ready for Connected bookings to load.
Members not set as defaults stay on your roster. They can still be added when someone sets up split payments on a booking — use the ? next to Default in the editor for a quick reminder.
Understanding the Allocated summary
The Allocated block shows fixed amounts and percent splits separately:
Fixed amounts appear in the line under the bar (for example $100 fixed across 1 member).
Percent splits drive the progress bar. Those rows should add up to 100%.
When someone loads your defaults onto a booking, fixed amounts are taken from the fee first; percentages apply to what is left — the same order as on the booking. Use the ? next to Allocated in the editor for a quick reminder.
Quick actions
Split evenly — when fewer than two members are defaults, turns defaults on for everyone and splits 100% evenly across percent rows (fixed amounts stay as they are). When two or more are defaults, splits only among default members and leaves others off.
Split remainder evenly — when some percent rows already have values, spreads whatever is still open across the empty percent rows among defaults.
Clear — clears split values on default rows. Default toggles stay on.
Setting someone as a default does not auto-equalize — you can leave splits blank on purpose so the other side fills them on the booking.
Tips for a clean default
Mix fixed amounts and percentages when that matches how you actually get paid (for example two people on a fixed fee, everyone else on a percentage of what’s left).
Aim for percentage rows to add up to 100% when you’re using percentages for the remainder.
After you save
Connected accounts that book you can load these defaults into Split payments on the booking when the section is empty. Changes you make here later do not rewrite bookings that already loaded your set — each booking keeps its own copy.
Turn Split payment defaults off to hide this setup from your roster. Saved defaults stay on your account and load again when you turn it back on.
If someone leaves the roster or is turned inactive, they stay on the saved set with a warning in the editor, but they won’t be in the defaults when someone loads them onto a booking.
Common questions
Can I leave someone’s split blank? Yes. Turn Default on for the lineup and leave Split empty so the other side fills the amount on the booking.
Do I need a named set? No. Saving creates your default set for you — you don’t have to name anything to get started.
Where does tax come from? From your Account’s default tax rate. On the roster you choose tax on (for example GST 10%) or No tax per person. When someone loads defaults onto a booking, tax-on rows land as Plus tax; they can still switch to Including tax or No tax on the booking.
Who can edit this? Anyone who can edit the roster on your Account.