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How do I add a customer to class series?
Erin Crager avatar
Written by Erin Crager
Updated over a week ago

You can add someone to class from either Point of Sale or a Class Details page.

From POS

Click Home > Point of Sale > search for the customer and select them.

Then choose Class > select the class.

Booking a customer into all future classes of this series

If this is a recurring class, you'll see an option to book the customer into the whole series.

If you choose this, they'll be charged today for the first class (using whichever payment method you choose below) and they'll also be booked into the remaining series as un-paid. Momence will then wait until the day before those classes start to settle up with the customer automatically.

You can control the timing of these auto-settlements from Settings > General Setup > scroll to nearly the bottom and under 'Unpaid class bookings auto-settlement', choose how far in advance to settle up before each class starts.

Booking a customer into a single class

Next, click 'Add to cart' > then choose a Payment method below.

To see if the customer has a Subscription or Class Pack to their name, click Membership.

If they do, and it applies to this class, you'll see an option to use it. Some customers will have credits or class packs that show here too.

From a class details page

Click Classes > Schedule > choose the class > near the bottom select the 'Add customer into this class' field.

Select the customer and use either the Point of Sale option to the right (if they don't have a membership), or select their membership below. You'll see the option to book the customer into the whole series just below their name.

After they've been added into class, you can mark them as physically having arrived using this check-in toggle. The upcoming class will show as paid, and future classes in the series will show booked as unpaid. Allow a few minutes for these bookings to finalize.

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