Loyalzoo

Zapier automations driven by Loyalzoo Webhook events

Automating actions with your memberships

Max Woodhams

Massimo Sirolla

Annabelle Frank

How to set up and use Memberships and Recurring Payments

Memberships and Recurring Payments

How to set up recurring payments for subscriptions from your point-of-sale or web dashboard (previously Memberships & Recurring Payments)

Set up Subscriptions and Handsfree Payments (Clover)

How to use a customer's stored payment card to pay for their Clover order

Pay for an order with a card-on-file (Clover)

Ensuring that recurring payments taken via Loyalzoo are processed in your batches

Closing out recurring payments with Clover

Clover

How to set up recurring payments for memberships from your point-of-sale

Set up Memberships and Recurring Payments (Epos Now)

How to use a customer's stored payment card to pay for their Epos Now order

Pay for an order with a card-on-file (Epos Now)

Epos Now

How to set up and use the Memberships and Recurring Payments software on your Poynt POS

Set up Memberships and Recurring Payments (GoDaddy/Poynt)

Poynt

How to set up and use the Memberships and Recurring Payments software

Set up Memberships and Recurring Payments (Standard version)

Standard (No POS required)

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

Adding payment cards to customer profiles

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 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 the start date of a payment plan and its duration

Scheduling a recurring payment

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

How to set up and use check-ins for Memberships and Recurring Payments

Membership check-in

Member Check-ins

Understanding best practices and the automated retry process for declined and expired cards

Failed payments and expired cards

Understanding authorizations (pre-auths) and your customer's payment card

Authorizations on recurring payments

Authorizations and declined cards

Understanding where to find reports for payments made via the Memberships and Recurring Payments app

Reporting and payment history (Epos Now)

Reporting and payment history (Clover)

Reporting

How to refund recurring and one-time payments via your POS system

Refunding a customer's payment (Clover and GoDaddy/Poynt)

How to refund payments performed with Memberships & Recurring Payments

Refunding a customer's one-time or recurring payment (Epos Now and non-integrated)

Refunds

Cancelling a customer's payment cycle

How to edit and change the details of your customer's subscription

Editing a customer's billing cycle

Editing a customer's card details

Editing and cancelling memberships

How to use web links to set up online memberships

Online Memberships

Emily Nolan

How to automatically add credits to paying members accounts and use available credit for purchases

Adding and using credits with subscription billing

Credit Management

loyalzoo.com

Find answers and get help from Intercom Support and Community Experts

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