To book a recurring series of appts for a customer, click:

Appointments > Schedule > select the board you'd like to book them on, and click any white space below the staff members name.

Then select 'Book recurring' and follow the prompts.

With your permission, customers can now book recurring appointments on their own. You can also control the max number of appointments they can book.

This setting is available at the Service level. This means you can choose to have it on for certain services and off for others. To turn recurring bookings on for any appointment service,

click Appointments > Services > Edit selected service > toggle on Allow recurring booking by customers.

Just above Pricing, you'll find 'Allow recurring booking by customers' > Toggle this on.

Then choose whether to add a maximum number of allowed recurring bookings if you have a cap on how far out customers can book. Ex. customers can only book 3 appointments out.

Customers booking an appointment will now see this 'Book recurring' checkbox as an option.

Note the message that sets their expectations on charges. They'll be charged for the first appt and the remaining appts will be booked as unpaid. For an article on how to take payments for appointments click here.

If they click the checkbox they'll be presented with options to choose:

When the customer books, they'll receive an email like this.

As a host you'll receive an email like this.

To edit the template for the email sent to customers,

click Studio Setup > Transactional Templates > search for the word Multiple and click the template.

Appointments allow you to mark someone as having arrived by checking them in. To do so, just click Appointments > Schedule > locate the appointment.

At the top of the appointment you'll see a toggle to check them in.

To block out a section of time on an appointment calendar, first check that you're viewing the correct calendar.

If its the venue you need to block out, select the venue. If its a specific staff members calendar choose staff > then choose their name.

Time blocks are created by clicking any open white space > selecting 'Time block' in the top right > filling in the prompts.

After a time block has been created, you can distinguish between the two different types of time blocks using these two icons.

A time block booked to all boards shows a crossed out sign.

A block booked to a specific board shows a board icon.

Time blocks can also be set to recur if you know of a teacher's upcoming schedule.

Just set the recurring date / time & the date it ends on. After saving, you'll see a confirmation message.

This can be done by clicking time block in question.

Note that if you are editing an existing time block this will only allow you to edit an individual block, not a series.

If you're goal is to edit a whole series, you'll have the option to delete a whole series and reschedule it.

An appointment slot interval determines how often a new appointment can start on your schedule.

For example, if you set the interval to 15 minutes, appointments can begin at 6:00, 6:15, 6:30, etc. If you choose 60 minutes, appointments can only start at the top of each hour. This setting helps control the flow and timing of bookings and can be adjusted for each board or set as a default for all boards.

Not only that. You can also toggle on "Allow bookings only at a specific time each hour" to indicate that customers are only allowed to book appointments at a specific point in the hour. For instance, at the top of the hour (:00), at half past every hour (:30), etc. All appointments will only be bookable by customers with a start time that fits the requirement.

To find this setting, click on any existing appointment board > click Actions > Edit Board > find the 'Scheduling' section.

You can also set these interval options for all boards at once by heading to Appointments > Actions > Appointment settings.

Buffer times create space between appointments so that appointments aren't back to back. This is to give staff time to prep for the next appointment or complete tasks associated with the appointment that just finished.

Buffer times can be controlled from three places:

Without buffer times, you might have a schedule of back to back appointments, like this.

Buffer times of 15 minutes before and 15 minutes after would result in a schedule that looks like this.

Negative allow you to create a scenario like this, where appointments can overlap.

A buffer time of -15 minutes at the end would mean that the last 15 minutes of the reservation could be overlapped by another appointment.

A buffer time of -15 minutes at the beginning would mean that the first 15 minutes of the reservation could be overlapped by another appointment.

No. A scheduling customer will only see a list of available open times.

A cutoff time prevents last minute bookings of appointments. It ensures your staff have enough time to make it in to teach.

If you set this time period to, say, 60 minutes, this will ensure your instructors will always have at least an hour heads up that they need to be in the studio.

This setting can be calibrated on the Appointment Settings page (pictured below) but can also be overridden at the board level (pictured above) by clicking Appointments > Boards > editing the board > scrolling to Cut-off time (under the section for Checkout).

On the Appointment Schedule page, if a customer has been checked into their appointment, a checkmark will now show in the appointments colored box.

You can hover over a checkmark to see a green check next to someone's name, indicating they're checked in.

An absence of a checkmark indicates the customer has yet to be checked in.

To check someone in, click the appointment and click this 'check-in' icon.

If only one customer has been checked in, a dash will show.

To see who's checked in, hover over the colored box. Below, a green check indicates Connor has arrived. Barney is not yet checked in and lacks a check mark.

To see if your appointment has an add on, click on it and look for a blue labeled item like the one pictured below.

If the appointment has not yet been paid for, you can still remove the add-on. Click the appointment > then click this dropdown menu off to the right.

Click 'Edit customer'.

Remove the Add-On.

The price of the appointment will update the reduced amount.

To control when customers receive their SMS or email reminders for upcoming appointments, click Settings > General Setup Scroll nearly to the bottom to Class & Appointment Reminders.

Note that if reminder emails and / or SMS (appointment only) are turned off, these reminders won't be sent.

Email or SMS reminders can be disabled from Studio Setup > Transactional templates > select SMS or Email > choose which reminder to disable > select Disable

From the appointment settings page you'll find at the bottom a toggle that will send you an email every time a new appointment is booked.

To get to your appointment settings > click Settings > Appointment Settings.

The bookable appointment schedule you create in Momence can be displayed right from your website using a plugin.

To install an appointments plugin on your website,

click Studio Setup > Add to Website

Click Appointments > copy the code and paste it to a page on your website builder. Insert the code as an element.

Customers with memberships can click the ‘sign in’ button to book using their memberships. But they won't be able to book the appointment with their membership right from plugin. All customers using the plugin can book right from the plugin using a card.

You can also allow all customers (including those with memberships) to book themselves from the plugin but pay later, enabling them to use their memberships when convenient.

This is possible if you update the service setting (click Appointments > Services > edit the service) to allow for booking without payment. Customers can then book from the plugin and pay later by logging in to use their membership or card on file. f

Customers with unpaid appointments that login to their account will see the following. The drop down menu to the right will allow them to pay.

If a customer is physically at your business and wants to pay in person, just pull up Point of Sale, select the customer, and choose Appointments to see a list of unpaid appointments.

To see a list of all Unpaid Appointments all in one place, click Appointments > Reservations > Filters > update Payment Status to only include Unpaid.

Yes, you can customize the order your customers book their staff, venue and time. You can even choose to randomly assign an staff member or location. This allows customers to skip these steps and go right to just picking a time.

You can find these options in Appointment Settings, available under Settings > Appointment Settings. (These are your "umbrella" settings that apply to all your appointment boards. You can also control these settings from individual boards.)

Here's an example of how you could set up your appointment scheduling to require customers to only have to pick a time and a place (skipping the staff selection part).

To make this change for just a specific board, click Appointments > Boards > edit the board > scroll to Checkout flow order.

Yes, they'll show on both.

The quickest way though to quickly check what you're customers are seeing though is to preview from your own dashboard. Click Appointments > Schedule > select the board in question > click Checkout. (This is the customer checkout page).

And from your dashboard, the plugin version is easily previewed by clicking Studio Setup > Add to Website > Appointments.

To preview the customer app > create a test customer from your Momence dashboard > confirm your account by email > download the Momence app from the app store > login to the app > select your studio > tap Appointments.

You can select the order that your services are shown (both internally and for your customers) using our drag & drop function within the services tab.

This allows you to promote certain services at different times by bringing them to the top, and it can bring ease and efficiency to the booking process when you have your top services listed first.

To reorder your services, navigate to Appointments > Services > Edit

order.