Adding payment cards to customer profiles

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

Massimo Sirolla avatar
Written by Massimo Sirolla
Updated over a week ago

You can store a payment card on file for customers for 3 purposes:

  1. To collect one-time payments i.e. cancellation fees

  2. To pay for POS orders

You can collect a payment card in one of two ways:

1. Manually typing the customer's payment card. You can only access this button from the Loyalzoo in-store software from a web browser. Head to store.loyalzoo.com to see this button in customer profiles.

2. Sending a secure payment link to the customer. Simply tap the "request payment card" button in the customer's profile and the customer will receive an SMS and/or email requesting their payment card details.

Examples of the card request are below.

The message will show it's from your business.

SMS

Email

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