To sell a membership click Home > Point of Sale > select the customer > choose membership > select payment.

When adding a membership to a cart in POS (Home > POS) you'll see an option to start the membership later. Use this field to set the date the customer is asking for.

This customer will not be able to book any classes that happen before their start date but can book classes scheduled for after the start date.

Click Home > Point of Sale > choose the customer > add the subscription or pack to the cart > under payment method, choose free buy.

If you would like to set an expiration date to these benefits or a planned price increase, head to the customer's profile, click the dropdown menu to the right of the subscription and click Edit.

Point of Sale allows your customers to pay for other customers. To do this, click Home > Point of sale > type the person's name that will pay and select them.

Choose the 'pay for someone else' toggle > then type the name of the person they'll be paying for and select them. Choose what they're buying, choose payment method and take payment.

This can be done from POS or from the class details page.

From POS > select the customer (add them if needed, using the plus sign) > select classes > choose the class > scroll to payment method > select membership to see if they have any credits to use > if not choose another payment method.

From the class details page, click Classes > Schedule > choose a class > from the class details page, search for the customer > add them in using one of their existing memberships or click Open Point of Sale (POS). To add them in for free, use the POS option.

If you have a customer with dollar credits or cash they'd like to use toward a sale, you can use the Split Payment toggle in POS (to the right of the Payment options).

Click 'Split payment' > select first payment method > enter amount > click add payment method.

Now click 'Add new payment method' et the amount to use from this payment method > then click Add new payment method > select which one > (note the difference is pre-populated in 'amount to be paid.' Click Add payment method > Click confirm purchase.

You have two options:

After clicking Home > POS > select a customer > choose Money/Class Appt Credits, Add the Amount > Then click Add to Cart and choose Payment method > complete the sale.

At this time split payments can only be made by a staff member with access to your Point of Sale (POS).

For self serving customers, if they have less dollar credits than the item costs, the transaction won't be possible unless the customer purchases additional credits -- and they'll see an option to do this.

If they click 'Add credits', they can add what they need to complete the transaction. This requires a card on file.

From Settings > click Custom payment methods> Click Actions > Create new custom payment method > Name it and Submit.

Now, when you are ringing someone up using POS, you can select Other and choose the new payment method.

In your reports, sales will display this custom payment method next to the alternatives.

After creating a new custom payment method, you can use it in POS by clicking 'Other'.

To send a receipt, click Customers > Customer List > search for the customer and click their name > From their profile, click Activity > Payments > Locate a purchase > click the dropdown > send receipt / or download as pdf.
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This can also be done from Activity > History.

To edit a customer's card from your Admin account, click Customers > Customer List > search for the customer > click their name > click Actions > Edit card on file

If the customer is asking how they can edit their own card on file from their customer account, have them click their name in the top right > Account > then 'Save Card on file'.

You're all set. These payment options appear automatically on all of your checkout pages. A customer’s card number will still be saved for future purchases or renewals if they use one of these options.

Customers on a the mobile app and Safari browser will now see an option to Book with Apple Pay. Customers on a Chrome Browser will see an option to book with Google Pay.

Note that if you have any Custom Field requirements, the customer will first need to fill these out before Apple Pay or Google Pay shows as an option.

Today, while its possible to accept a gift card or dollar credits for a renewing membership's initial payment, there currently isn't a way to have its remaining balance applied to future renewals automatically.

There is, however, a workaround that will allow you to:

Note that you can apply dollar credits instead of using a gift card by navigating to a customer's profile, checking to see how many dollar credits they have just below their name, then editing the future renewals down by the same amount.

Take payment for the first membership renewal with the gift card

Click home > POS > select the customer, add the membership to the cart > select gift card > enter the code > Before you submit the sale,

note the 'amount left' on the gift card (If the amount left is $150, and the sale you're about to perform is $50, the remaining balance will be $100) > copy the gift card code before Submitting the sale, and remember the new balance (you can always retrieve this figure from Studio Setup > Gift Cards later.

Next, comp the customer's upcoming renewals based on the gift cards new remaining balance.

Navigate to the customer's profile via Customers > Customer List > select the customer > locate their membership > click the dropdown menu to the right > Edit

Update the scheduled payments by zeroing them out by the amount of the remaining balance. Ie. if there's $100 left on the card and the membership costs 50 a month, zero out the next two months.

Important: after making changes, make sure to scroll to the bottom of the pop up to save these changes.

Next, zero out the remaining gift card balance

Click Studio Setup > Gift Cards > search for the gift card number by pasting it into the search bar > zero it out

Lastly, make sure the customer has added a card on file (from their profile, click the Actions menu in the top right. You can add their card info from this menu or you can have them log in on their own time to momence.com to handle this.) Having a card on file will ensure they get to keep their membership benefits when the first charge hits.

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.

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

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.

You can ring customers up and "put it on their tab" so to speak.

This only works with classes, meaning that if you have a cart with just a class in it, you'll see an option to Pay Later.

If you have other items in the cart (like a package or a product), this Pay Later option will disappear.

If you're ringing up a customer that owes for classes, you'll see an 'Unpaid Class' option. Select this to add the unpaid classes to the cart.

Yes, under Settings > General Setup > scroll to Unpaid Class Bookings Auto-settlement and choose when they'll get charged.

A refund puts money back into a customers account. It allows the record of the purchase to remain and shows another for the money being returned. Voiding a transaction removes the original purchase entirely.

To refund a transaction, click Customers > Customer List > search for the customer & click their name > from their profile, click Activity > Payments > locate the transaction > click the dropdown > click Refund (in money or Momence credits).

To void a transaction, from the customer profile click Activity > History > locate the transaction > click the drop down to the right > click Void purchase

If a customer purchases something for, say $60, your net revenue after the fee is $57.36. At this point you've paid a fee of $2.64.

If you then refund or void the transaction, the customer gets the full $60 back. So while there isn't an additional fee here, you won't get that $2.64 back, regardless of if you void or refund.

When you cancel a class, a pop up shows an option to credit the customer a class credit to use towards another class.

If you want to refund the customer their money back to their card, you'll need to go to the customer's profile a refund them from there.

On a customer's profile, under Activity > Payments > click the dropdown menu to the right of the transaction. You'll see an option to send a credit note to a customer in the form of a pdf. This pdf can also be downloaded on your end.

In addition, its worth noting that the moment you issue a refund in credits to a customer's account, they'll get an email notification titled 'Credits refunded to your account.'

However, if they need a break down of this refund in the form of a pdf like this one, click that same dropdown menu and choose send/download receipt. ​

When a customer's renewal payment fails, Momence

There are several versions of this email that can be sent, depending on your policy for failed renewals. Our messaging will match what you choose (ie. 'You're renewal has failed. We'll attempt to charge you again in 3 days. Please update your card info, etc.').

To change your Momence system settings that automatically retry a failed renewal, click Settings > General setup > scroll to the bottom and locate Membership renewals.

From here you can enable renewal retries and choose whether a customer gets to keep their bookings when their card fails. Customers will be prompted by email to upload a new card and Momence will queue up the auto renewal to retry.

From Settings > General Setup at the very top under 'business [host] email.'

From Analytics > Reports > search for Failed membership renewals. This report lists all failed renewals with the amount due and the 'rerun status'. To manually rerun one, click on the customer.

Sometimes a customer just entered their card info incorrectly. Maybe they have insufficient funds. Or, sometimes a payment gets flagged for fraud.

When a charge is submitted to the issuer of your customer’s card, automated systems and models determine whether or not to authorize it.

These systems analyze various signals, such as your customer’s spending habits, account balance, and card information such as the expiration date, address information and CVC.

If your customer’s card issuer declines a payment, you can navigate to your Stripe Dashboard to check the reason why the payment failed. Also, the following Stripe article gives you more information on declines: Payments declined by card issuers.

Stripe, our payment processing partner, has an automated fraud prevention toolset, Radar, which blocks high-risk payments, such as those with mismatched CVC or postal code values - these measures are put in place to protect your business from fraudsters.

You can read more about this on the Stripe documentation: Blocked payments.

When a payment fails, the recommended steps are:

From a customer's profile click Activity > Renewals > locate the failed renewal > click Retry charge.

A pop up will show with the option to edit the card on file and to schedule the renewal for a later date if needed.

If you have recently experienced a failed payment attempt from one of your customers while using our services, please follow these steps to determine the reason for the issue and how to rectify it:

1. Log in to your Stripe dashboard and navigate to the payment section where you can find details about the failed transaction.

2. Look for any error messages or notifications that might explain why the payment failed.

3. If necessary, reach out to the customer to inform them about the payment failure and ask them to address the issue on their end. This could involve updating payment information, resolving a technical error, or verifying additional details.

4. Contact Stripe support: For further assistance and clarification, don't hesitate to reach out to Stripe's support team. They can provide more insight into the failed payment and guide you on how to proceed.

By following these steps and working closely with both the customer and Stripe support, you should be able to resolve the failed payment issue effectively and ensure a smooth payment process in the future.

We understand the importance of a smooth and uninterrupted experience for our valued studio owners. We're here to provide clarity and assistance wherever possible, especially when it comes to matters concerning payment processing.

Occasionally, it may happen that Stripe momentarily pauses your ability to receive funds into your bank account due to missing information about your business. We want to reassure you that while we integrate with Stripe as our payments processor, the decisions regarding account approval or rejection are solely within the purview of Stripe itself. Momence does not have direct control over these decisions.

If you find that your Stripe account has been rejected or blocked, we recommend taking the following steps:

While we understand that encountering such issues can be frustrating, we want to emphasize that Momence is here to support you throughout this process to the best of our ability. However, please remember that the final authority lies with Stripe regarding the status of your payment processing account.