To activate this feature, click Apps and Integrations, scroll to Belt Tracking and click Activate.

Next, choose what you'll call these categories -- click Settings (in the bottom left of your dashboard) > then under Host Account, choose Wording Customizations.

At the bottom of the Wording Customizations page, you'll find options for Belt Tracking, Rankings or Challenges.

Click Customers > Belt Tracking (or Customer Rankings / Challenges) > Add category.

Next, name it (ex. Karate) and choose from the following settings. Click Save.

Then click Add Belt.

Name it and choose any promotion criteria that apply.

Promotion criteria can be defined by number of visits or time spent in a category (Tenure).

You also have control over whether an auto-promotion occurs once the criteria are met, or if you'll simply be notified that the criteria have been met before you manually promote the customer. This is controlled at the Category level.

The Mass Promotions page saves you time by promoting everyone from one page, while giving you control over the small details before executing the promotion en masse.

Before we jump in to how to use this page, there are a couple things you should check for.

Use the 'edit order' button to ensure your highest ranking belts/categories are placed on top. This helps Momence understand what the next category is for each individual customer.

If items need to be given (like a belt) to your customers, make sure you've added these (and any variants, like sizes) to each individual belt or category.

Ex. below, we're editing our yellow belt. We have several size variants. We can do this with comma separated values.

When mass promoting you can choose an individual's item to give using this dropdown menu and clicking 'Choose Item Variants.' (ex. yellow below medium).

Note: If you're not seeing variants for a belt or category, see the section above. After adding variants, you'll need to start a new mass promotion to see the changes reflected.

To Mass Promote, click Customers > Setup > Belt Tracking, click Mass Promotions > Add Mass Promotion.

Select a category, name the promotion (ie. October Promotions), and which of your staff will handle the promotion. Then click 'Add Customers.'

Once customers are in, you can select which groups to update all at once. Below, we've selected both Barney and Bill.

Above the customers, we can use the action buttons to make changes like updating their belt, marking their fee as paid, items as given (like a new belt).

When all changes have been made, you can execute the mass promotion by clicking Actions in the top right, then 'Execute promotions'.

If you need to print labels (to place on each individual's physical belt) for the ceremony, or export a roster, or items to order, this Actions menu also contains these options.

For example, here's what we'll see when exporting labels to print.

The settings above, result in the layout below.

Note: if you've chosen an item variant to give the customer, this will display on the customer's label.

It will also display on the Mass Promotion Roster.

As well as on the 'Items to Order' list.

Each of the PDF options above can be accessed using the Actions menu pictured here.

You can still promote customers individually from their profiles, using the 'Belt Tracking' tab > Assign Belt. But the Mass Promotion features detailed above will save you time.

This ranking system can be reworded to Belt Tracking, Customer Rankings, or Challenges.

You can also have Momence automatically handle promotions for you -- based on a customer's number of visits or time spent within a category (known as Tenure).

You can have Momence notify certain staff (admins or operators) when it's time to promote a customer manually, allowing you to control the conversation and make the customer feel seen for the hard work they've put in to get this promotion.

Momence can even notify the customer that they're ready for promotion.

To illustrate how the feature works, we'll use Belts as an example. But the concept will be the same for any business that uses customer categories like Challenges or Rankings.

There's a report (Analytics > Reports) to give you a bird's eye view of who ranks where, whether they're eligible for promotion or whether they were automatically promoted.

The name of this report will change depending on which term you choose above. Look for ranking, challenge or belt tracking.

If visits or tenure are beside the point (i.e. if your students just need to demonstrate specific capabilities to you to be promoted to a new category), then manual assignation or promotion of a student can be performed from their customer profile, like this.

After clicking Customers > Customer List > searching for the customer, you'll find this option to the right of the Activity tab.

Use the 'Assign' button or the dropdown menu to promote or demote the customer, like this.

You can do this from two places: from a belt's details page (where all customers listed will be on that single belt).

Or if you want to promote a longer list of customers from multiple belts, click Click Customers > Belt Tracking > Mass Promotions.

In their mobile app, after they select your studio, they'll see an icon for belts (or Rankings / Challenges). From this page, they'll see their current rank and a history of their previous rankings.

In the event a customer becomes eligible for promotion (provided you've enabled notifications from the category's settings), here's what staff will see.

Here's what customers will see.

Click Studio Setup > Transactional Templates > search for Promotion > choose one of the first two templates.

Visits will only register for a belt if the class the customer was booked into begins on or after the day the customer was assigned or promoted to the new belt.

Meaning the total visits on a customer's profile will often be a much higher number than the visits per belt.

In other words, assigning a customer to a belt, and then booking them into past classes will not result in visits for that belt.