Momence

Point of Sale Overview

Front Desk Role Training with Time Stamps by Topic

Subscriptions and Packs Overview

Clocking in and out

How to Drop Someone into Class from Point of Sale

Staff Can Set Default Locations for a Pre-Filtered Class Schedule

Use the search bar to find things faster

Time Zone FAQs

Momence Term Glossary

Teacher training in 3 minutes

Erin

Lucas Kling

Train your staff on core Momence workflows — point of sale, subscriptions, clocking in/out, and platform terminology.

Training

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Getting Started with Momence

Customer Experience / FAQs

Host Onboarding (for Admins)

Important articles when getting started

Staff Training / Access

Staff Accounts / Teachers FAQs

Front Desk Staff FAQs

Staff accounts 

How to use Two-Factor Authentication with Momence

Why is Two-Factor Authentication required to login?

Not seeing your verification email? Try these things

Momence and GDPR Compliance

Security / 2 Factor Authentication (2FA)

Staff mobile site shortcut - Android

Staff mobile site shortcut - iOS

Staff App

AI Agent

How to test AI Inbox

Getting the most out of AI Inbox

AI & Sales Agent

Support Agent Overview

Support Agent Set-Up Checklist

Set Up Your Support Agent Quickly and Easily

Membership Freeze and Cancellation Policy: How It Works

Tag Based Control

Inbox Escalation and Activity Indicators

Best Practices for Maintaining Your FAQ

Support Agent's Reporting & Performance

Momence Support Agent FAQs

Agent Thinking: Complete Visibility Into Every Conversation

Reply to Greetings and Small Talk

Explain Escalations to Customers

Manage Existing Membership Freezes with the Support Agent

Control Your Support Agent's Response Length

Automatically Resume Your Agent After Staff Take Over

Momence  Inbox Support Agent

Account Settings / Customization

How to set up a late cancellation policy for a specific class template

How long can I wait after class to check a customer in before a they're considered a no-show?

Late cancellation / no show rules now allow you to charge percentages of the service price

Cancellation Policy / Auto Charges

Change the fonts on checkout pages

Customize the video on-demand library

Remove 'spots remaining' text from checkout pages

Collect phone numbers in checkouts

Customize your checkout pages

How to customize the terms you use with customers (ie. Class or Event / Workout or Lesson, etc.)

Customization

How to find your Host ID

How to prevent customers from booking themselves twice into one class

General Setup Settings

Physical Locations

Add Physical Locations, Add Rooms within Physical Locations to help customers book easier

How to adjust the coordinates of a location

Locations Redesign

Locations

Choose the timing of class reminder emails

Send Transactional emails in your timezone (instead of a customer's)

Notifications

Show prices in a customer's local currency

Set up your tax rates

Add / Update a card on file as a host + see your billing history

How do I transfer ownership of a business?

How to set Tax Settings by Location

Payment / Tax Settings

Appointments

New Improvements to Online Appointments

Privacy policy checkbox for appointments booked on web

'Only on request' services for Appointments

Diagnostic Codes

Temporarily Disable Online Appointment Booking for Specific Staff, or Entire Locations

Prevent staff from editing the price of an appointment reservation

Appointment Confirmation by Customers

Recent Updates

Appointments: Board Setup, Board Settings & Service Settings, Explained

Prep and Finish Times

Edit Staff Availability for Multiple Services at Once

Appointment Service Variants

Assign Add-on Services to Specific Staff

Setup & Configuration

Customers Can Now Book Multiple Services in One Checkout

Appointments get new options for checkout price display

Appointment Attendee management gets streamlined

Booking & Checkout

Automate Appointment No-show & Late Cancellation Fees

Fees & Policies

Intake Forms Setup & FAQs

Track Progress with Before & After Photos + Other Stats, Using Intake Forms

Customer Notes (SOAP Notes)

Staff can now sign Intake Forms & SOAP Notes

Intake Forms & Customer Notes

Troubleshooting FAQs - Appointments

Waitlist FAQs - Appointments

Service FAQs - Appointments

Scheduling FAQs - Appointments

Pricing / Payments / Pay Rates / Insurance Invoicing / Payroll FAQs - Appointments

FAQs