This is set when creating a service (Appointments > Service > New Service).

You can do this from Appointments > Services > click the service > next to the staff member, click the dropdown menu to the right > edit teacher price. This controls the service price when booked with this teacher.

Price Levels expands on the logic explained above—it lets you charge customers different rates based on your staff's level of expertise in performing that specific service. Here's how to set them up.

Head to Appointments > Services > Price Levels. (Ex. senior, junior, trainee).

Edit a service > scroll to Pricing & Customers > toggle on 'Specify prices per Level.' Set your prices per level for that service.

Saving will land you on the service's detail page, where you'll see a list of staff assigned to this service. Click on a staff member's name. Click the Actions button (top right) > edit 'Appointment price level' > Save changes.

Scheduling will now display your price levels to customers based on what's been assigned per teacher.

Note: you can always override a specific price level rate from a service details page. Just edit the teacher's pay rate (use the dropdown menu to the right of their name). You might do this if you have a specific teacher who is above even your senior price level and you want to make a one-off exception.

Click Appointments > Services > Price Levels > Bulk Price Management.

Customers can pay:

You can also ring them up via:

Click Memberships > Subscriptions/Packs > Create. Name it, set the price, and choose how many credits the customer will get.

Under 'What it can be used for', select the Appointment services. Uncheck any classes you don't want included.

Save changes > To make it publicly discoverable, return to the subscriptions and packs index page and toggle on 'Featured at checkout'.

Now any customer that's self-scheduling a service included in this membership will see an option to buy the membership at checkout.

Click Appointments > Services > edit a service using its dropdown menu > scroll down to Pricing & Customers and update the 'Price in appointment credits' cost.

From Settings > Offerings > Appointment Settings, you'll find options to show pricing in currency, credits, both, or none.

Your settings choice will display on both the mobile app and on the web for your self-scheduling customers.

With individual appointment services, you can control if customers will need to:

To add a Checkout Payment Option to a service, click Appointments > Services > edit a service and scroll to Checkout Payment options (just below Price).

Will these settings be enforced on both staff and customers?

These settings apply only when customers book on their own. For instance, staff will not be required to put a card down to book an appointment.

Click Appointments > Schedule > Checkout > choose the item you just adjusted.

Pull up point of sale (Home > POS) > select the customer > select appointments. All unpaid appointments will show in the dropdown and can be added to the cart.

Yes. You can also control whether this is possible.

Note: By default, self-scheduling customers must pay the full price to book all appointment services.

You can remove this requirement from: Appointments > Services > editing a service > scroll to 'Checkout Payment Options' > choose 'Pay Later.'

Customers can see (and pay for) their own unpaid appointments from their customer dashboard (by clicking Appointments).

You can also see their unpaid appointments (and ring them up for them) from Home > POS > select the customer > select Appointments.

This can happen when a service doesn't have a setting enabled called 'Price per customer'.

For example, if you have this setting disabled, the service costs 1 credit, and 2 customers are booked for an appointment for this service, they will each pay 0.5 credits.

You'll find this setting from Appointments > Services > edit the service > scroll to Pricing & Customers.

Note that this change will apply only to appointments booked after you make it. It will not apply to appointments already booked. You can cancel, refund, or reschedule existing appointments with the new pricing if needed.

When self-serving, customers first see the service price. Then, near the bottom of the checkout page, they'll see the deposit requirement.

Click Appointments > Services > select a service and click Edit > under Pricing & Customers > Checkout Payment Options > select Pay Deposit > then choose either Percentage of the service price or Fixed price.

Then choose whether to require the deposit payment on checkout.

Staff who book appointments from the schedule page will see a 'book & pay' option.

If they've selected a service that requires a deposit and click 'book & pay,' they'll see a quick sale to take the deposit. A paid deposit updates the appointment to show as orange.

Click the appointment > to the right of the customer's name, click the dropdown menu > choose Pay Now.

The option to tip will show in POS (Home > Point of Sale) when a service has been added to a cart.

It will also show when a staff member rings up a customer from the appointment schedule by clicking the appointment and clicking Pay. The tip option will show next to the service in the cart.

In both cases, after clicking 'Tip', pre-populated amounts are shown. You can now turn this screen to the customer to select their choice before you complete the sale.

Click Analytics > Reports > Combined Payroll Report. At the bottom of an individual teacher's report, you'll find a section dedicated to tips.

If you plan to invoice a customer's insurance for an appointment and need a way to mark the appointment as 'to be paid' in the meantime, you can use a Custom Payment Method.

Later on, when you send the invoice to the customer's insurance, the PDF will list the custom payment method you created. (Ex.. 'To be paid by insurance, ' etc.). This payment status will also show in any reports you're viewing that contain this appointment.

Before you start, make sure you've done the following things:

We'll cover how to do both below.

For your business: Click Settings > General Setup > scroll to the bottom > Add code and, if needed, add your Bank Account info so insurance companies can route payments to you.

For Staff: Click Studio Setup > Teachers > click the drop-down next to their name > click Edit > add Healthcare provider codes > Add code.

For Services: Click Appointments > Services > choose the service > click Edit > scroll to Additional settings > Healthcare provider codes > add code

Click Customers > Customer List > select the customer > click the pencil icon next to their name > click Insurance Info > add info.

Click Settings> Custom payment methods > Actions > Create new custom payment method > Name it something like 'Invoiced to Insurance', 'to be paid by insurance ', or something similar.

This payment method will now show anywhere you're taking payment for something under Payment Method > 'Other'.

You can do this two ways: open POS, or navigate to the appointment.
​
​From the Appointment

Click Appointments > Schedule > locate the reservation > click it and choose Pay > choose 'Other' > select your custom named option and confirm payment.

From POS

Select the customer > add the unpaid appointment to the cart > under 'Payment', choose 'Other' > select the custom payment method.

The reservation on the schedule page will now show as paid (green), and the invoice you send later will show the selected custom payment method.

In addition, this payment method will display in any reports where you're viewing this appointment, so you can easily track that the payment was made "off-system" via invoice.
​

If you've marked an appointment as to be paid by invoice (your custom method), you can now generate and send a PDF to the customer's insurance.

From the appointment details page, click the dropdown menu next to the customer's name > Generate healthcare provider invoice.

You can also do this from a customer's profile. Click Activity > History, locate the appointment, click the dropdown menu, then select Generate healthcare provider invoice.

If so, you can send an invoice for these purchases from the customer profile page. Under Active Subscriptions > click the dropdown to the right of the subscription > Generate healthcare provider invoice.

You can't compile multiple individual appointments into a single superbill or send one invoice to a client for all scheduled recurring appointments.

Click Appointments > Boards > On the staff tab, use the checkboxes next to staff to select whose pay rate you'll edit > then select 'edit pay rate'.

You may already have a default pay rate set up for a teacher when they're teaching all classes or appointments. But for certain appointment services, you may want a different default pay rate automatically assigned to that teacher.

You can set this exception up by clicking Appointments > Services > and clicking on the service (not editing it).

This takes you to a page where you can see the current default rate assigned to each teacher. To update the default pay rate per teacher for this service:

Click the dropdown menu to the right of the teacher's name > then Edit Pay Rate.

Now, when you go to:

this pay rate will auto-populate as the default.

Double-check that this appointment has a pay rate assigned. Assign one if needed, then confirm the change appears in the upcoming payroll report.

In the payroll report, use the 'Apply filters' button to refresh the report. Refreshing the page will not update the numbers.

If that resolves the issue, consider assigning default pay rates to your services for each teacher to avoid having to remember to assign the pay rate each time you schedule an appointment. To do this, click Appointments > Services > click the service.

If you are still seeing unexpected behavior at this point, contact our support team at support@momence.com.