You can take payment in 4 ways:

To create a package or a subscription, go to Memberships > Subscriptions/Packs and then click + Create. Choose to create a package (or subscription), then set its name and price.

Choose how many credits the customer will get. (Consider what you've priced your services at when adding this figure).

Then, under "What this can be used for," click on "Appointment services that can be booked" and select specific service or all of them.

To make it publicly discoverable, from the memberships index page, toggle on "Featured at checkout."

Now any customer that's self-booking an appointment service included in this pack will see an option to buy this pack at checkout.

When customer's book and pay for a service on their own, you now have more control over how they checkout.

With individual appointment services you can now control if customers will need to:

(and how much -- using a percentage of the service price, or a fixed cost)

To add a Checkout Payment Option to a service, click Appointments > Services > edit a service and scroll to Checkout Payment options (just below Price).

These settings are just for when customer's are booking on their own. For instance, staff will not be required to put a card down to book and appointment.

From Settings > Appointment Settings you'll find options to show pricing in either currency or credits, or both, or none.

To test this out we recommend pulling up your settings menu and your checkout page, and refreshing as you make changes.

Here's a list of your new options to pick from.

These new choices also show on mobile.

To get started, click Settings > Appointment Settings.

To pull up your checkout page to test results, click Appointments > Schedule > Checkout page.

Click Schedule > Checkout > choose the service you just adjusted.

You can do this in one of two ways. The reservations page or Point of Sale. POS is fastest if you're goal is to take payment quickly.

To use the Reservations page: Click Appointments > Reservations

From this page you can take payment using the dropdown menus to the right.

From POS, you can tally up all outstanding appointments by adding them to one cart. Just search for the customer > select Appointments and view their outstanding reservations > Add them to the cart > choose payment method.

Yes. And, you can control if this is possible.

First, its worth noting that payment will not be required when a staff member is booking the appointment for the customer.

But, when a customer is booking, you can choose if customers will need to pay to book the appointment. This can be controlled by clicking Appointments > Services > editing a service > scrolling to "Require customers to pay when booking on their own."

Momence tallies unpaid appointments on a customers account for you and unpaid appointments can quickly be found and paid for in POS. Just select the customer and choose Appointments. Or, have them log into their customer account. They will see unpaid appointments listed there and can pay there as well.

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 for all customers, click Appointments > Reservations > Filters > update Payment Status to only include Unpaid.

You can take payment from this page by clicking the dropdown menu to the right.

This can happen when a service doesn't have a setting enabled called 'Price per customer'.

For example, if you have this setting disabled, and the service costs 1 credit, and there are 2 customers booked, they will each pay 0.5 credits.

You'll find this setting from Appointments > Services > edit the service > scroll to Pricing & Customers.

Note that this change will affect all future appointments, and will leave existing appointments as is. This can be cancelled, refunded and rescheduled with the new pricing if needed.

To price appointment services in credits, click Appointments > Services > edit a service using its dropdown menu.

Scroll down to Pricing and update the 'Price in appointment credits' cost.

Customers will first see the price of the service. Near the bottom of the checkout page they'll be presented with the deposit requirement.

Click Appointments > Services > select a service and click Edit > under Pricing > Checkout Payment Options > select Pay Deposit > then choose either Fixed Price or Percentage of the service price.

Then choose whether to require the deposit payment when customers are booking.

Staff that book appointments from the schedule page will see the same 'book & pay' option.

If they've selected a service that requires a deposit, and click 'book & pay,' they'll be presented with a quick sale to take the deposit.

A paid deposit updates the appointment to show as orange.

Click the appointment > to the right of the customer's name, click the dropdown menu > choose Pay Now.

Taking tips allows your customers to show their appreciation for what your instructors do and immediately reward those that are going above and beyond. You can take tips from two places: The Appointment Schedule and POS.

Update your tipping percentage options from Settings > General Set-up > scroll down the bottom where you'll find Tipping.

From the Appointment Schedule

To take tips from an appointment schedule page, locate the unpaid appt, click it, then click pay. You'll see an option to add a tip.

From POS

To use the tip feature in POS, add the item first (class, appt, etc), then click Add tip.

This will pull up a pop up that gives preselected amounts for easy tipping. Have the customer select one and it auto-calculates the tip based on the cost of the item. In this case the item cost $60, the tip chosen was 15%, and amount calculated displays $9.54.

After clicking Add to cart, the tip shows as a new line item.

The Combined Payroll Report has its own tips section down at the bottom of an individual teacher's report.

To see this, click Analytics > Reports > search Combined Payroll > click on a teacher > scroll to the bottom.

And since tips are typically taxed, you can choose the tax rate for tips from Settings > Tax Settings.

If you plan to invoice a customer's insurance for a customer's appointment, and need a way to mark the appointment as 'paid' in the meantime, you can use a Custom Payment Method.

Later on, when you send the invoice to the customer's insurance, the pdf will list the custom payment method shown above, (or whatever you chose to name your custom payment method. Ex.. 'To be paid by insurance' etc.). This paid status will also show in any reports your viewing that contain this appointment.

Before you start, make sure you've done the following things:

(We'll cover how to do both below)

Why is this important?

Adding this info ensures that when you send an invoice, the contact info is pre-populated like this.

And that the invoice you send will have the correct health care codes assigned to each entity (like your customer, your business, your individual services and your individual teachers), like this. An insurance company usually needs these to pay an invoice.

Click Customers > Customer List > select the customer > click the pencil icon just above their name > click Insurance Info > add info.

Click Settings Settings > Custom payment methods > Actions > Create new custom payment method > Name it something like 'Invoiced to Insurance', 'to be paid by insurance' or something similar.

Name your custom payment method.

This payment method will now show anywhere you're taking payment for something under Payment Method > 'Other'.

You can go two ways here: Open POS; or navigate to the appointment.
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​From the Appointment

Click Appointments > Schedule > locate the reservation > click it and choose Pay > choose 'Other' > select your custom named option and confirm payment.

From POS

Select the customer > add the unpaid appointment to the cart > under 'Payment', choose 'Other' > select the custom payment method.

The reservation will now show as paid (green) and, in the invoice to be sent later on, the selected custom payment method will display. In addition, this payment method will display in any reports where you're viewing this appointment, so you can easily track that the payment was made "off-system" via invoice.
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If you've marked an appointment as to be paid by invoice (your custom method), you can now generate and send a pdf to the customer's insurance. Under 'payment method' it will show the following:

Sending an invoice to insurance can be done from a several places:

From the appointment details page.

From Activity > History > locate the appointment and click the dropdown menu.

If the customer has also paid for any services with a subscription, an invoice can be sent for these purchases via their customer profile page. Click the dropdown to the right of the subscription to see this menu.

We are. We know that many of your businesses have portions that are connected to or operate within the healthcare system, and it is vital to keep the privacy of your client’s information safe and protected.

We've worked hard on the back end to implement systems stay in compliance with HIPAA, so you never have to worry about this from your end.