To create a discount code, click Studio set-up > Discount codes > Create

Name it, and then choose:

Click 'Create' when you're done (note that if you chose Specific Items you'll need to locate the discount code in the index page, click it and assign the specific categories/items).

To assign items, choose categories, the assign items.

Discount codes can now be used with global limits.

What does this mean?

Think of global limits as a cap on how many total uses are available among your entire customer base. In other words, you can set the total number of times a particular code can be used across all customers.

Use cases might include:

Note that you can still have a usage limit per customer as well, meaning that if you're global limit on a discount code is, say, 25, you can still limit each customer to 1 use. So you won't have to worry about customers taking advantage and using the discount code more than once. Just make sure to set this figure to 1.

You can find this new setting for Discount codes under:

Studio set-up > Discount codes > Create

Next, select Limited Usage limit > set your 'Usage per customer' and your 'Usage globally.'

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. Assign items at the bottom of this page if needed.

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

After saving changes, start a POS transaction for the customer and original item you were attempting to use it on. Put the discount code here.

A Price Rule gives a discount to individuals who have a special tag assigned to them.

You control how much of a discount is given and on what items (ie. classes, products, appointments, etc). A price rule that's just been created 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)”.

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.

Tags can also be used to give discounts. This is done with Price Rules. Price Rules allow you to give discounts to individuals who have a special tag assigned to them.

In the video below, we'll preview which reports use tags, then show you how to:

To skip the video and self serve, start by creating a tag:

Under Customers > Tags > Create tag > name it > make sure its applicable to memberships > give it a label name and badge color.

Then navigate to a membership > click Edit > scroll to the bottom > assign the tag.

Next, create a price rule by heading to Settings > Offerings > Price Rules > name it > select the tag > choose the discount > choose what its usable on.

Lastly, test it out in POS by first adding an individual to the membership > then opening point of sale and selling them an item covered by the price rule.

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.

The basic steps to set up a price rule are:

Create a tag: Under Customers > Tags > Create tag > name it > make sure its applicable to memberships > give it a label name and badge color.

Tag a membership: (or tag another group of customers via a Sequence Automation). To tag a membership > navigate to a membership > edit one > scroll to the bottom > assign the tag. Note: the tag used must be a customer tag or a membership tag.

Create a price rule: Head to Settings > Offerings > Price Rules > name it > select the tag > choose the discount > choose what it's usable on.

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.

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 paying with 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 and still get a discounted rate until their membership re-adds credits.

Start by simplify your tagging. For example, 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 tells gives discounts to those that have that tag.

To quickly view which of your subscriptions are tagged, click Memberships > Subscriptions and Packs > choose the tab for either Subscriptions or Packs > click Options > Show Tags.

To add or edit a memberships tags, click the dropdown menu to the right of the membership > click Edit Tags.

If you're curious about why a member received a discount on their membership or event, there are several ways to uncover the details. This article will guide you in locating transaction information to recognize any discounts that may have affected the sales value inaccurately.

Furthermore, we will provide instructions on rectifying these problems once discovered.

Typical Questions

How to find discounts added to a transaction?

How to fix price rules that are stacking and giving large discounts?

If there are any discounts added to the transaction, a breakdown will appear on this window:

Based on the image above, it appears that the customer was able to receive a discounted rate for the 10 Class Package. This was made possible by two price rules that were applied during the checkout process.

If the stacked price rule discount is a mistake, reviewing the price rules is essential to ensure the customer is not receiving a large discount.

Building on the previous example, we will now discuss correcting a double discount applied to a transaction because of stacked price rules.

From looking at the Payment Details we can visually see that there are two discounts applied for the 10 Class Package that is priced at $130.35.

Even though the price of the package is correct at $130.35 there are stacked price rules resulting in a total price of $99.72.

To fix this we first need to take a look at both of the price rules and understand why the customer qualifies to the two price rules.

To review the price rules follow these steps:

Upon reviewing both price rules, it is evident that individuals with the Unlimited members tag receive a 10% discount on the 10 Class Package. Furthermore, those with the same tag are entitled to a 15% discount on the same package under the second price rule.

If a member is tagged as such on their profile or tagged by having a membership, they can benefit from both price rules on the same package. This results in a stacked discount at checkout, ultimately reducing the cost of the 10 Class Package.

Note: To double check a customers tags click on Customers> Customer List> Select Customer from list> Locate Tags on left hand side of customer profile

This customer had two memberships that were both tagged with the Unlimited members tag.

To delete a price rule:

If a customer has reported they're not receiving an expected discount from a price rule, you can check your work by checking two things:

Compare the Price Rule's settings to:

First, pull up the price rule: click Settings > Price Rules > click on the price rule.

Then, review:

Now, open a separate tab to check the customer's tags. Pull up the customer list > click Options > Show Tags > search for the customer.

Things to check:

Make changes where needed.

Note:

Learn more about the difference between customer tags and membership tags.

Not if they're using a membership. They'll only see a discounted amount if they're paying with a card.

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 and still get a discounted rate until their membership re-adds credits.

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:

For more views on setup and how customers interact with this feature, see this video.

For a deeper dive on this feature, see this video that details all of its facets.

Yes, along with a few others to help your customers get up to speed with Momence. You'll find the collection here.

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:

Below is an example where we've chosen allow all customers to begin booking this class at the beginning of the week (that Sunday). AND, we've chosen to allow our Monthly Unlimited Members to begin booking any time.

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.

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. They'll help you narrow the results before tagging.

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.

This article covers how to:

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 use the following criteria > 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 run down the list and click each customer > edit their tags via Actions.

If this list is especially long, you can send a request to [email protected] to mass tag the whole list for you. Just grab the link to the segmented list at the top of your CRM and share it with them.

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

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