Go to Loyalzoo
Deutsch
English
Español
Français
Italiano
Português
All Collections
Memberships and Recurring Payments
Memberships and Recurring Payments
How to set up and use Memberships and Recurring Payments
25 articles in this collection
Written by
Massimo Sirolla
Clover
Set up Subscriptions and Handsfree Payments (Clover)
How to set up recurring payments for subscriptions from your point-of-sale or web dashboard (previously Memberships & Recurring Payments)
Written by
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
Updated over a week ago
Adding a customer profile picture
How to add an image to your customer's profile
Written by
Massimo Sirolla
Updated over a week ago
Scheduling a recurring payment
How to set the start date of a payment plan and its duration
Written by
Massimo Sirolla
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
Massimo Sirolla
Updated over a week ago
Automatic rewards for members
Inserting membership benefits to customer orders
Written by
Massimo Sirolla
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
Massimo Sirolla
Updated over a week ago
Authorizations on recurring payments
Understanding authorizations (pre-auths) and your customer's payment card
Written by
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
Updated over a week ago
Editing and cancelling memberships
Cancelling a customer's payment cycle
How to stop a customer's membership
Written by
Massimo Sirolla
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
Massimo Sirolla
Updated over a week ago
Editing a customer's card details
How to update a customer's payment card
Written by
Massimo Sirolla
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
Massimo Sirolla
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
Massimo Sirolla
Updated over a week ago