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Memberships and Recurring Payments

Memberships and Recurring Payments

How to set up and use Memberships and Recurring Payments

By Massimo and 1 other2 authors26 articles

Clover

Set up Subscriptions and Handsfree Payments (Clover)

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

Closing out recurring payments with Clover

Epos Now

Set up Memberships and Recurring Payments (Epos Now)

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

Poynt

Set up Memberships and Recurring Payments (GoDaddy/Poynt)

Standard (No POS required)

Set up Memberships and Recurring Payments (Standard version)

Managing customer profiles and memberships

Adding payment cards to customer profiles

How to sign up customers to your memberships program

Using barcodes with the Loyalzoo software

How to delete or merge member profiles

Adding a customer profile picture

Scheduling a recurring payment

Tracking used membership benefits

Automatic rewards for members

Authorizations and declined cards

Failed payments and expired cards

Authorizations on recurring payments

Reporting

Reporting and payment history (Epos Now)

Reporting and payment history (Clover)

Refunds

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

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

Editing and cancelling memberships

Cancelling a customer's payment cycle

Editing a customer's billing cycle

Editing a customer's card details

Online Memberships

Signing members up from your website

Credit Management

Adding and using credits with subscription billing