To create a discount code, click Studio set-up > Discount codes > Create > Name it, and then fill in the prompts. Here's an explanation of each.

Discount type: if its a percentage off or fixed value off

Usage Limit: whether it will be limited to one use per person (or more)

Auto-renewing subscriptions limit: if this code will be applicable to subscriptions, how many renewals will it be limited to.

Expiration: will it expire? If so, add the date. If not, leave it blank

Applies to: Does it apply to everything? Or just specific items -- make sure to use the dropdown menus to select which items.

If you're unable to use a customer's discount code, you can check its settings from Studio Setup > Discount Codes.

Check to make sure the item you're attempting to use it on is listed in the items it applies to.

Check that its Usage Limits or expiration dates are accurate. If any changes need to be made, click Actions > Edit.

Check its usage limit settings. This customer may have already used this discount code, which might put them over the limit.

Price rules give discounts to customers that have tags assigned to them.

A price rule basically tells Momence “look, for anyone that's buying something, check to see if they have this specific tag and, if so, give them a discount of x amount on these specific items (or all items)”.

You control how much of a discount is given and on what items (ie. maybe you only want this price rule to apply to classes, products, appointments).

Tags are like labels. They can be used to designate special groups of people, like a VIP or someone on a special membership. Tags are also helpful in filtering reports.

The basic steps to creating a price rule are:

Create a tag

(Click Settings > under Customers, click Tags > Create Tag)

Tag customers

You can do this by:

Create a price rule

(Click Settings > Offerings > Price Rules)

Test it out

Add an individual (maybe a test customer if you have one) to the membership via POS or the membership page > then, in POS sell them an item covered by the price rule. Observe the discount that’s auto-applied.

They do. They even apply when when you are ringing someone up in POS. You'll see a percentage off or absolute value off. In POS, you'll also have the opportunity to remove the price rule before continuing with the sale.

In short, simplify your tagging.

Lets say you have two memberships. You want to give discounts on products to customers that have these memberships.

If there is potential for customers to have both memberships, you should consider tagging both with the same tag. Then create a price rule that gives discounts to those that have that tag.

Not if they're using a membership. They'll only see a discounted amount if they're booking without the membership (ie. using a card). The reason for this is that the customer has already paid for the membership and the benefits that come with it.

For example, if a membership gives 10 class credits a month, and the customer goes to purchase a class with those credits, Momence can't discount a single class credit.

So, if the customer is self serving when registering for a class and has some remaining class credits, they'll need to click 'Book without membership' to see the discounted rate.

Hosts often use price rules to give discounts on drop-in prices to members that run out of credits. So, if they don't see an option to use their membership, they can always click 'Book without membership' and still get a discounted rate until their membership re-adds credits.

Another common example is discounts on products for those with memberships.

Click Memberships > Subscriptions and Packs > choose the tab for either Subscriptions or Packs > click Options > Show Tags.

Yes, from Customers > Customer list > click Options > show tags.

From a customer's profile, click Activity > Payments > locate the payment > click the dropdown to the right of the payment > show payment details.

Avoid having multiple price rules pointed at the same item.

Lets say you have two price rules:

One looks for tag x and gives a discount of 10% off yoga mats.

Another looks for tag y and gives discount of 10% off yoga mats.

If a customer has both tag x, and y, they'll get a discount of 20% off yoga mats.

The solution here is to either:
• remove one of these price rules; or

• simplify your tagging (ie. tag all memberships and customers with one tag)

If a customer has reported they're not receiving an expected discount from a price rule, try these things:

Pull up the price rule: click Settings > Price Rules > click on the price rule.

In a separate window, check the customer's tags (customer list > options > show tags > search for customer).

Things to check for:

Note:

Make any adjustments and retest the transaction in POS (add the customer and the item they were attempting to purchase. The price rule should now display.

As of late 2024 we are not longer taking host referrals. Since its launch, the program has helped us grow through the support of our community, and we are deeply grateful for every customer who shared our product with friends, family, and colleagues.

The decision to discontinue the Referral Program comes as we evolve our growth strategy and focus on new ways to deliver value and engage with our community.

We’re incredibly thankful for the enthusiasm our customers have shown over the years and are looking forward to continuing adding value to your day-to-day experiences.

Our aim is to do this by continuing to build better and better features to automate away everything administrative, helping you to further consolidate down to just one platform and get back to focusing on what matters most.

To set up customer referrals, click Marketing > Customer referrals > set your criteria for what your customers will receive.

Here's how Referrals work:

After the referral feature is turned on, an existing customer of yours can find a referral link to share with their friends. Referral links will show in their mobile app and on web.

If a customer shares this referral link with a new potential customer, the new potential customer gets whatever you've listed on line 1.

If the new potential customer spends what you've listed on line 2, the original referring customer gets whatever you've listed on line 3.

When sharing links with friends, customers will be able to see a preview of what they'll get. For example:

'Your friend will get $10.00 credits. Then, once they spend $20.00 with NYC yoga, you'll get $10.100 credits.'

Line 3 contains a special toggle that allows for the rewarded money credits to automatically apply to the customer's membership renewals.

(ie. if the referring customer has an existing membership this toggle will take this reward and automatically discount their next renewal by the reward amount.)

Yes, our customer onboarding article will contain an explanation.

Important: if you are looking to restrict booking of a single specific class, you'll want to edit an existing class. If you have an existing series of classes that need restricted booking, edit the template instead. This will allow you to make these changes to all classes created from that template at once.

To restrict who can book a specific class to just certain customers that have a specific membership tag, follow these steps:

Step 1: Create a membership tag: Click Customers > Tags > Add new tag > select Membership tag

Step 2: Assign the tag to a membership: Click Memberships > Subscriptions and packs > select a membership > edit details > scroll to Tags section and select the tag to assign

Step 3: Update a class or class template to only take bookings from from customers with this membership tag

For the template path, click Classes > Class templates > edit a template using the dropdown menu (or create a new one)

Then:

For the class path, click Classes > Upcoming Classes > select a class > click Actions > Edit class > Scroll to the bottom.

Then:

Tags, in short, allow you to filter.

Many reports contain dropdown filter menus for tags, allowing you to see just the sales categories you've tagged. Ex. Vinyasa classes vs. Yin classes. Or one membership vs another.

For instance, in the total sales report you'll find a dropdown in the top right called 'select a tag'.

To create and assign new tags, click Customers > Tags > Create new tag > Name it > choose what it can be applied to > choose whether to turn it into a customer badge > then add a custom label and color for said badge.

Example:

If you create a tag for a membership; then assign this tag to that membership (from its Edit page); then everyone on that membership will have that tag/badge showing on class signup lists.

You can now bulk tag your customers from your CRM.

Here's how: click Customers > Customer List > select who you'll tag using the checkboxes next to each name > click Add tags.

Pro tip: if you have a group in mind that shares similar characteristics, and you'd like to see just that group listed for easy tagging, try our Customer Segmentation filters (that blue button off to the right). Save and name the filter when you're done, then click the segment to view the list > use the top left checkbox to select all > click Add tags.

If you're looking over the sign up list of an upcoming class, and want to know who the VIPs are or who needs special attention, you can give your teachers a heads up by tagging customers ahead of time.

Their tag and associated badge will show up next to their name ahead of time so its clear who's who.

To add a tag to a customer, click Customers > Customer List > choose your customer > click Actions > Edit Customers Tags > choose a tag or create a new one to assign.

Customer tags can only be applied to customers.

Membership tags can only be applied to memberships.

Why is this relevant?

The main reason is that these two common tag types are often used with Price Rules -- which give automatic discounts if someone has a special tag assigned to them.

Its common for host's to want to give discounts to customers on memberships. And, to save time, these hosts can tag an entire membership with a membership tag. This then tags all customers on that membership with that membership tag. This is faster than tagging all customers individually with customer tags.

Hosts can set up a marketing sequence that auto-adds a tag to any customer that performs a specific behavior. For example, if a customer purchases a membership, tag them automatically with a tag that's associated with a price rule. To learn more about how sequences and their additional functionality click here.

So, unless you are using sequences to auto-tag your customers, then consider saving time when setting up price rules by using a membership tag. You can always remove these tags quickly later on if you decide to give Sequences a try.

Here's how to set up a price rule, using a membership tag.

To learn how sequences work and they can grow your business, click here.

Click Customers > Tags > New Tag > Name it something that helps you remember what it represents.

Click Marketing > Sequences > Create > For the Trigger, choose Class Visit and set the count > consider 'on check-in' for more accurate counting > click Create.

Then click Add Step > Add Action > make the Action a tagging of the customer and choose the tag you created.

Edit the class or template > scroll to 'Restrict who is eligible to book' > choose the tag > Save. Do this for all classes/templates that need this restriction.

This Sequence and Restriction setting will now look for all customers that hit this milestone, tag them, then make them eligible to register for this class.

Since the sequence only looks for customers that have just hit the milestone, we need to pull a list of customers that have already passed it by using Customer Segments.

Filter by visits > Save the Segment

Then select the segment to view the list and click the top checkbox on the left to select all customers > click 'Add tags' and select the tag you created earlier.

You can create packs or subscriptions that are only purchasable by customers with a specific tag. Typically this tag will come from being on a specific membership, but it can come from other forms of tags too.

In this article, we'll cover how to:

To begin, tag the membership first (click Subscriptions & Packs > edit the membership tags)

In the pop up, create & assign a new tag or assign an existing one > Submit. Then create the pack/subscription that will only be purchasable by the tagged group.

Under additional settings > toggle on 'Restrict purchases to customers with specific tags' and choose the tag you just assigned.

Lastly, from the membership index page, make sure the subscription or pack is 'featured at checkout' so its visible to customers in checkouts.