Memberships and Recurring Payments | Loyalzoo Help Center

Clover

Set up Memberships and Recurring Payments (Clover)

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

Written by Rhiannon Davies
Updated over a week ago

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

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

Written by Rhiannon Davies
Updated over a week ago

Closing out recurring payments with Clover

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

Written by Rhiannon Davies
Updated over a week ago

Epos Now

Set up Memberships and Recurring Payments (Epos Now)

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

Written by Rhiannon Davies
Updated over a week ago

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

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

Written by Rhiannon Davies
Updated over a week ago

Standard (No POS required)

Set up Memberships and Recurring Payments (Standard version)

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

Written by Rhiannon Davies
Updated over a week ago

Managing customer profiles and memberships

Adding payment cards to customer profiles

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

Written by Rhiannon Davies
Updated over a week ago

How to sign up customers to your memberships program

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

Written by Rhiannon Davies
Updated over a week ago

Using barcodes with the Loyalzoo software

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

Written by Rhiannon Davies
Updated over a week ago

How to delete or merge member profiles

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

Written by Rhiannon Davies
Updated over a week ago

Adding a customer profile picture

How to add an image to your customer's profile

Written by Rhiannon Davies
Updated over a week ago

Scheduling a recurring payment

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

Written by Rhiannon Davies
Updated over a week ago

Tracking used membership benefits

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

Written by Rhiannon Davies
Updated over a week ago

Automatic rewards for members

Inserting membership benefits to customer orders

Written by Rhiannon Davies
Updated over a week ago

Authorizations and declined cards

Failed payments and expired cards

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

Written by Rhiannon Davies
Updated over a week ago

Authorizations on recurring payments

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

Written by Rhiannon Davies
Updated over a week ago

Reporting

Reporting and payment history (Epos Now)

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

Written by Rhiannon Davies
Updated over a week ago

Reporting and payment history (Clover)

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

Written by Rhiannon Davies
Updated over a week ago

Refunds

Refunding a customer's payment (Clover and Poynt)

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

Written by Rhiannon Davies
Updated over a week ago

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

How to refund payments performed with Memberships & Recurring Payments

Written by Rhiannon Davies
Updated over a week ago

Editing and cancelling memberships

Cancelling a customer's payment cycle

How to stop a customer's membership

Written by Rhiannon Davies
Updated over a week ago

Editing a customer's billing cycle

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

Written by Rhiannon Davies
Updated over a week ago

Editing a customer's card details

How to update a customer's payment card

Written by Rhiannon Davies
Updated over a week ago

Online Memberships

Signing members up from your website

How to add memberships to your website so customers can sign up online

Written by Rhiannon Davies
Updated over a week ago

Credit Management

Adding and using credits with subscription billing

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

Written by Rhiannon Davies
Updated over a week ago