What are appointment services used for?
An appointment refers to a one-on-one or small group booking that a customer schedules with a service provider (such as a coach, therapist, instructor, or consultant). Unlike classes or events, appointments are typically personalized sessions with flexible scheduling.
How does setup work?
Hosts can set up appointments using something called boards—an organizational tool. Hosts assign 3 things to a board: staff, venues, and services. Schedules are then set for each item. Boards have settings too—like whether their schedules are private or publicly discoverable. To obtain further details, check How to create an appoinment.
Can customers see the appointment schedule?
Yes, if a host makes a board public. A public board will show its schedule to customers in the customer-facing mobile app. It will also show in an Appointments Plugin on your site or on your schedule page, found by clicking your logo in the top left, then clicking ‘your page.’ Search our knowledge base for “plugins” to learn how to install one.
How do customers pay?
You can take payment in 4 ways.
The first way is to have your customers book themselves via the 'Checkout page' and pay at the time of booking. To share this checkout page with your customers, click Appointments > Schedule > Checkout—copy the URL to share it.
Or, you can book appointments by adding them in the schedule and take payment in one of three ways:
Click the appointment & email a payment link to the customer
Clicking the appointment, click the 'Pay' button to take payment
Open Point of Sale, select the customer, and choose Appointment (it will show any unpaid appointments they have to their name)
See all of the above in action and learn more here.
Can services be booked without paying?
Yes. And, you can control if this is possible. First, it's 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 "Checkout payment options." Here you'll see an option called "Pay Later" or "Pay Later, put card on file."
Momence tallies unpaid appointments on a customer's account for you, and they can be selected from the POS after you select the customer's name.
As an alternative, they can log into their account and see unpaid appointments listed there that they can click to pay.
Why is the payment split between the customers?
This is because you have not enabled the setting to apply "Price per customer" in the service settings under Pricing & Customers.
If you have this setting disabled and, for example, a service costs 1 credit and there are 2 customers booked, they will each pay 0.5 credits.
In payroll, why is my teacher not getting paid for an appointment they taught?
One of the most common reasons is just simply forgetting to assign a pay rate to an appointment when scheduling it. First double-check that this appointment has a pay rate assigned. Assign one if needed, then check that the change is reflected in the upcoming payroll report.
Note: If you are still seeing unexpected behaviour at this point, contact our support team at [email protected].
To avoid forgetting to assign a pay rate to each appointment, consider assigning default pay rates to your services (explained in the question/answer below for pre-populating pay rates).
Can pay rates pre-populate when scheduling appointments?
Yes. You can assign default pay rates to a service for each teacher (i.e., 'for this service, when this teacher performs it, pay them x').
To do this, click Appointments > Services > click the service.
Next, click the services' dropdown menu > "Edit pay rate"
This pay rate will now auto-fill when scheduling this teacher to perform this service. Once you select that teacher and that service, the scheduling form will automatically add the default pay rate you chose.
