When you start with Momento, it pays to set things up in a certain order. Each step uses what you created in the one before, so following this list means you won't hit gaps halfway through.

  1. Center information. Name, logo, time zone and currency. You'll find it in Settings › Center settings. See Center information.
  2. Billing. Your company's tax details and invoice series. See Set up billing.
  3. Resources. The rooms or spaces where you run your classes. See Rooms and resources.
  4. Price tiers and memberships. What you sell: session packs, monthly fees, single sessions… See Create a membership.
  5. Services. What your clients book (classes, appointments), linked to the memberships that give access. See Create a service.
  6. Professionals. Your team and what each person can do in the panel. See Add a professional.
  7. Schedule. Your typical week of classes. When it's ready, publish it. See Create a schedule.
  8. Payments. Connect in-app payments and, if you collect through the bank, remittances. See Turn on in-app payments.
  9. Clients. Import your list or let them sign up from the app. See Import clients.
  10. App. Sign-up form, legal texts and download links. See Client sign-up form.

Important: don't publish the schedule until your services are linked to their memberships. If you do, clients will see the classes but won't be able to book.

Run a test before you open

Before you announce the app to your clients, create a test client and check everything works:

  1. Sell them a membership from their client file.
  2. Book them into a class from the calendar.
  3. Send them a notification.

If it all works, you're ready. Remember to flag that client so they don't count in your statistics (see How do I keep a test client out of the figures?).