Loyalzoo

How to set the start date of a payment plan and its duration

Scheduling a recurring payment

Find a way that suits your business to sign customers up to your memberships program

How to sign up customers to your memberships program

How to store a card-on-file for customers and members

Adding payment cards to customer profiles

How to set up and use barcodes/QR codes with your memberships or loyalty program

Using barcodes/QR codes with the Loyalzoo software

If you have created a member profile by mistake or duplicates in your customer list, here's how to remove or merge those accounts.

How to delete or merge member profiles

How to add an image to your customer's profile

Adding a customer profile picture

How to set up and use counters so you can monitor the use of membership rewards

Tracking used membership benefits

Inserting membership benefits to customer orders

Automatic rewards for members

Managing customer profiles and memberships

loyalzoo.com

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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.

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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