Appointment service settings

In this section you can enter a name, a description, and select a color. Colors are used in the schedule page to differentiate services from one another. For more information, check Explanation of Appointment Schedule Colors.

Optionally, you can assign this service to a service category. Customers will be able to filter your services by service categories when making bookings. This is useful if you offer many services and want your customers to be able to filter the list of services. Take a look at Appointment Service Categories to learn how to manage them.

Simply select the board where this service will be available. If you haven't created a board yet, please go to How to create an appointment.

This section is very important since you'll have the possibility to set a price in "real money" or appointment credits.

You can also select a specific tax rate or leave this empty to apply your default tax rate (can be found under Tax settings).

To create an appointment that allows multiple customers, set the max number of customers that can be booked into the service. For example, if you set it to 2, once a customer books the appointment, another customer will still be able to book into it (ie it is a semi-private appointment).

Right underneath, you have the option to customize the payment experience for the service through multiple checkout payment options:

Note: These settings are just for when customers are booking on their own. For instance, staff will not be required to put a card down to book an appointment.

Lastly, you can select a price rule to give a discount to a customer that has a tag assigned. More information on What are price rules.

Under "Checkout behavior," you can choose what conditions require this service to be available. Depending on if you follow the dashboard availability or if it requires location, staff, or both, you'll see that the settings below will change.

This is useful if you have only one location or want to simplify the process. For example, you can set the checkout behavior to "Requires staff only." This means customers will only be asked to select a staff member, and the location will be assigned automatically (or randomly if there are multiple options).

Similarly, you can randomize staff or venue selection, allowing customers to skip those steps and just pick a time, making the booking process faster and easier.

Right after, you will have the option to add "Cut-off time." The "cut-off time" on a service refers to the minimum amount of time before an appointment that clients can book online. For example, if you set a cut-off time of 6 hours, clients will not be able to book an appointment less than 6 hours in advance, ensuring staff have sufficient notice before new bookings.

If you choose a service requires 2 instructors; appointment reservations for this service will require two instructors to be selected in the checkout and in the dashboard.

You can select to assign all locations or disable this option and select which location will be assigned.

In this section you can choose if the service is private, is only bookable once, or can be recurring; limit the number of bookings; or even decide if your customer can book using a membership.

You can also restrict bookings for certain tags or certain ages. This can help you:

Add the service duration and if it requires buffer times at the beginning or the end of the reservation. The time chosen here will override the buffer times from the general appointment settings.

If you decide to add buffer times, you'll see that you will be able to toggle "Specify prep, process and finish times" where you can specify more granular time management for staff & location like prep, process, or finish times.

When a customer purchases your service, they will get assigned the tag that you choose that will help you manage your reports.

Assign an intake form that will require to be signed only on the first booking or on every booking. The intake form will be automatically sent via email to customers when they book an appointment based on these settings.

If you don't already have a pre-existent form and you are not sure how to create one, check Intake Forms for Appointments.

A product in Momence refers to an inventory item that can be sold through the platform, either via the Point of Sale or through a direct checkout link.

Note: you'll want to check that there are enough quantities at the location where the appointments are taking place. You can do this by clicking Studio Setup > Retail Products, selecting a product, and scrolling to the current quantities per location.

Enabling this option will turn your service into an online appointment. Check Create an online appointment service to make sure you have your Zoom integration and settings ready.

Sometimes a specific service requires obtaining additional information from the customer in order to make sure your staff will be prepared for their necessities. If you add a custom question, the checkout will look like this:

You can add one or more codes. Then, after services have been performed, you can generate an invoice from the customer's profile, from their membership's drop-down menu.

For more information about this, take a look at Mark Appointments as Paid by Healthcare Invoice; Then Invoice Insurance.

Staff commissions for appointments in Momence allow you to incentivize staff by assigning commissions to specific services.

If you enable this feature, you can add a percentage or fixed amount from the price that your customers pay for the service.