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Retreats, Tiers, Semesters, Workshops FAQ's - Classes

Erin avatar
Written by Erin
Updated today

Retreats

Retreats with Payment Plans, and Tiers for Reservations of Rooms or Beds

Retreats are used to arrange getaway-like events. They often run for several days and some hosts prefer to allow customers to pay extra to book rooms, or beds within rooms, using Tiers.

Important: Tiers are incompatible with Payment Plans (ie. with Payment Plans, the price a customer pays per installment will not change if the customer has selected a Tier). If a payment plan is enabled on a retreat, you'll be prompted to choose the amounts a customer will pay and how far apart those payments are spaced.

Extra payment options for rooms or beds can be achieved with Tiers -- More on that below.

To schedule a Retreat, click Classes > Schedule > New Class > One-Off Class > Retreat > Next > Follow the prompts for page 1, which include: dates, max participants, teacher, location (note that you may need to add a new location at this step, especially if the Retreat is off site).

Use Payment plans for pricey getaways

Click Next to set the base price of the retreat (the drop-in price) on the Price Settings page. If the Retreat is pricey and you want to give customers the option to space their payments out, consider enabling a Payment Plan (pictured below).

Set the schedule for when customers will be auto-billed. Note that the example below charges $200 up front, then $200 15 days after purchase, then $100 30 days after purchase.

This will present to the customer at self checkout like this. It will be optional. If the customer chooses it, the total will update to show the initial payment amount.

After a customer has chosen a payment plan option and registered, you can view their existing payment plan schedule (and make edits to the charge amounts and dates) by clicking Customers > Payment Plans. Use the dropdown menus to the right of each entry to make changes.

Un-select Memberships that don't apply to this Retreat

Hosts often don't want existing memberships to be applicable toward a retreat. Under 'What can be used to pay', make sure to uncheck any memberships that shouldn't be usable toward this getaway.

Use Tiers to Rent Rooms / Beds

To add Tiers, you'll first be asked to name your 'Initial Tier', which is basically the "No Tier" option. It can help to word this in a way that will make sense to the customer when they're booking. Here's an example of a base tier and some add-on tiers that cost something.

It can help to describe the tier, like which room the bed is in, and which bed the customer is booking.

Below is how the customer will interact with the Tier options. The default "no-tier" option will show initially, and customers will be able to choose what they want based on what's left.

After saving the Retreat, its now visible to customers wherever you are displaying your classes. You can preview / share it with customers by clicking one of these two options.

How to add Pricing Tiers to a Retreat (or any class type)

Tiers allow you to add extra benefits with a price. Here's how to use pricing tiers on a retreat.

First, set your retreat's drop-in price (the price for all of the retreat).

Then, under Optional Settings, click Ticket Tiers, and name your base tier. I've named mine 'base price' so its clear to the customer in checkout.

Then click Add Tier.

Price each tier so that it includes the base price (drop-in price).

Ie. if the retreat's base price is $100, and the added expense for, say, tier 2 is another $50, price tier 2 at $150.

After you've created your Tiers, click Next.

Under Additional Settings, consider disabling booking with memberships (unless memberships are applicable).

This will take the customer right to the tier selection page (instead of showing them options to use memberships).

After saving your changes, you can preview what the customer experience will be by clicking this link.

Important: Tiers cannot be sold through POS or the Mobile App. You must share the purchase page with customers or direct them to your class schedule to find your retreat.

How to sell Ticket Tiers: Learn where you can (and can't) make Tier sales

You've recently put together a Retreat (or another class type) that offers Tiered Pricing (ticket types, upgrade options). You're now wondering how you can start selling these Tiers.

Tiers are sold from the class's customer facing purchase pages on desktop and mobile browsers.

What about the mobile app or POS?

Tier sales are not currently available on the mobile app or through POS, although sales for the Class's base price can be made through these two avenues.

So, where can customers find your Tiered options?

From your Schedule Page or your Schedule Plugin (Auto-scroll to: Tiers with Plugins).

For your schedule page, click your logo in the top right > then click 'Your page.'

Copy the URL of the class's Book Now page and share it with customers, either on your site or through email blasts. In this example we're navigating to a Retreat.

Once they land on the 'Book now' page, they'll see a dropdown titled 'Choose Ticket Type.'

If you're not seeing this page display as expected, follow these guidelines for setting up a Retreat with Ticket Tiers. (Pay special attention to the disabling of 'booking with memberships', as this affects what the customer will (and will not) see at checkout).

What about Schedule Plugins?

If you're also running a Class Schedule Plugin on your site, this is another way to easily point customers to a place where they'll see your Tiered options.

You can find your plugin here: click Studio Setup > Add to Website.

Learn how to install a plugin on your website (and what filters you can run) here.

Ticket Tiers FAQ's

What can I use ticket tiers for?

Typically they're used for Retreats, specifically for lodging options (ie. charge more for the Master bedroom, than the twin bed). But tiers can be used for anything that you deem worth extra to your customers. Offer more upgrade options with Ticket Tiers.

Which parts of Momence offer ticket tiers?

All class types offer ticket tiers. This includes, classes, semesters, retreats, courses, workshops, & private classes.

Where can tiers be purchased?

Currently on our Class Plugin Page and via the Schedule Page. Tiers will not show on the mobile app or in POS. Learn more where to sell Tiers from here.

Can we edit the ticket tiers that a customer is signed up for in an event?

There is no option to change ticket tiers for customers from the admin / front desk side.

To help a customer upgrade, you can cancel and refund them for their original tiered booking, then have them rebook. (Tiers do not show in the Front Desk facing POS, so the customer needs to re-book on their own from this page in order to view the Tiered options.)

Navigate to the class's details page, find the customer, click the dropdown to the right of their name > click cancel booking > make sure to refund them.

Then have the customer book again from the class's signup link.

Copy this link and send it to them via 'contact customer', mentioning the refund you've just made.

What is the 'max participants' part of a tier?

This is the max number of customers that can purchase this tier. If, for example you were adding tiers for a Retreat's lodging, and you had a single room with two twin beds, you might set the Max Participants for this tiered room to 2. For the master bedroom, you might put just 1.

Can I set up tier types by number of people (ie. One tier where two class spots are automatically booked, and another tier where just 1 class spot is booked)?

Each class has a max number of people (say 10, for example). Each tier also has a max number of people (say, only 2 can purchase a single tier type).

While it currently isn't possible to have 1 tier purchase take up more than one class spot, you could work around this limitation by:

  • naming the two person tier something very obvious: like "Master Bedroom for Two",

  • setting this tiers max participants to 1 to ensure only one individual can book it (and to ensure they don't end up with a complete stranger booking the same tier),

  • setting its descriptions to say something like "This tier is for two people. Only one booking is required for both individuals."

  • pricing it in a way that accounts for two people

  • booking the remaining customer in for free to the retreat using POS

I've added a feature request for ticket tiers using the feedback channel. Will I be updated if it gets adopted and implemented?

Momence sends out release announcements through your Momence Inbox and also by email on every new feature we release.

While we can't implement every request we receive, our most helpful features and improvements have historically come directly from your input. We prioritize features that help you grow your business but also make time to iterate and improve our existing features.

My ticket tiers appear out of order. Can i fix this?

Tiers are organized is by their 'Created at' time, so you'll need to create the Tiers in the order that you would like them to be displayed. If one is deleted and remade, it will be moved to the bottom of the list.

Delete all except the one you want to remain on top. Then create the rest in the order you'd like them to display.

Semesters

Semesters automatically enroll customers into an entire series of classes -- unless you choose to allow drop-ins.

You can choose a fixed start and end date, typically a few months long, and set a weekly schedule that occurs within that time period, much like a college semester.

To start, click Schedule > New class

Choose One-off class > choose Semester > click Next

  • Name it and, (optionally), describe it for customers viewing your registration page

  • Set your start and end dates

  • Then set the duration of each class, and the semester's weekly schedule.

Choose whether to allow drop-ins (this gives customers the option to drop into one or more classes without committing to paying for the whole semester. **Make sure your semester description accounts for the setting you choose with drop-ins.**

Then add a teacher, pay rate, choose a location, and click next.

Set a price, click Next and, on the 3rd and final page, consider all additional & optional settings. Pay special attention to the last two:

  • 'Restrict who is eligible to book' (ie. do you want this whole Semester bookable with memberships?)

  • 'More settings' (ie. if its bookable with memberships, what will it cost in membership credits?)

Click Create when done.

Pro-rate your semesters and courses as they progress to keep the prices competitive for late arrivals

Semesters and Courses can be discounted in price each day as they progress.

Using this feature encourages customers to make a purchase even if they have missed the start -- so they don't feel like they're overpaying.

To update these settings:

Click Settings > under Host Account, click General Setup > about halfway down, click Enable / Disable next to 'Enable prices to be pro-rated for courses' or 'semesters' > Save your changes at the bottom.

Workshops

What's the difference between a class and a workshop?

In short, these two are very similar. The differences comes down to:

  • Semantics: what to call your offerings

  • The images the customers see when registering

  • Filtering what customers see by class type. (Ie. On this customer facing schedule page, should I just show classes? Or just workshops? Or both?)

Examples of each are shown below.

Here are some additional subtle differences to consider:

  • Workshops require a banner image to be uploaded; Classes do not

  • On the customer facing schedule view, the workshop displays the banner image; The class displays the teacher's photo (see below)

Maybe you prefer to designate certain classes as workshops to help differentiate what comes along with signing up.

With either option, you'll have the ability to describe to customers what comes along with the purchase and you'll have all the same scheduling functionality, pricing, and payment options.

How they appear to the customer

Below, we have a customer facing schedule page where customers can view our classes and workshops.

Notice just below the word 'Schedule' how there are two filter options. The default view is for classes but customers can also view workshops by clicking over to the workshop view. The class displays the teacher's photo. The workshop displays the banner image.

How it appears in your internal host dashboard

When viewing your internal schedule page, you'll find filters to help you find what you're looking for more easily. Below, we're currently on the 'All' filter but we also have options to view either only classes or only workshops.

On the class / workshop details page you'll also see these tags for extra clarity.

On the plugin page, the page used to display your offerings on your website, you'll find filters for showing only classes or only workshops or both.

Here's a class only view.

And a workshop only view.

Create a workshop

To create a workshop, click Schedule > New class

Choose One-off class > Workshop > Next

Name it > describe it > set a duration > Assign a teacher, a payrate, add a banner image, and location > click Next.

Set a price.

If the cost is expensive, consider allowing customers to use a Payment Plan (Toggle it on and set the schedule of charges to the customers that opt to use it; they'll see the option to use it when self serving on the workshops customer facing checkout page.

Click Next again and Next.

On the 3rd and final page, consider each of the optional settings listed.

Pay special attention to the last two as these control who can book and what they can use to book.

  • 'Restrict who is eligible to book' (ie. do you want this workshop bookable with memberships?)

  • 'More settings' (ie. if its bookable with memberships, what will it cost in membership credits?)

Click Create when done.

Recitals

Do you offer recitals or showcases at your business and wish you had a system to make things more organized and streamlined? Our new Recitals App is for you!

Here’s the lowdown on the app:

You can now easily schedule recitals with multiple acts, dances, and performers. Once the app is activated (Apps & Integrations > App store > Recitals), create your first recital under Classes > Schedule > New class > One-off class > Recital.

When creating the recital, you’ll be able to add the name and description, then start building out the show under Add act, then add specific dances within each act using the Add dance button. You also have the ability to add a Dance conflict gap, for if you want to ensure you don’t schedule any dancers in numbers too close together if they need rest or costume changes.

Within each dance that you add, you can add one or multiple dancers to the specific number. You can select customers individually from the list, or you can select whole groups from courses or semesters to make it more streamlined.

Once you’ve added in all of the acts, dances, and dancers, you can review from the recital overview page. Here, you will see the details of scheduling, and easily see if there are any places where dances are scheduled within your dance conflict gap.

We are excited about the launch of this new app, and want to note that this feature is focused on internal organization for you, your team, and your clients. Additional updates to ticket selling/purchasing and more external features are coming soon ✨

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