thread Re: With Square E-commerce for nonprofits, can you set up a page with recurring donations? in Archived Discussions (Read Only)

Is it possible to set up recurring / subscription / membership payments through my Square website?

Alachua — Mon, 10 May 2021 22:25:18 GMT

The title of this post has been edited from the original: With Square E-commerce for nonprofits, can you set up a page with recurring donations?

With Square E-commerce for nonprofits, can you set up a page with recurring donations?

I'd like to offer our nonprofit member-sign up with a membership fee. How do I have an online form..

iconoclast88 — Sun, 28 Aug 2016 17:07:03 GMT

I'd like to offer our nonprofit member-sign up with a membership fee. How do I have an online form that is an item in the online store and when you have completed the form, you can then submit+purchase?

or does this online form need to be post-purchase on another website?

Re: I'd like to offer our nonprofit member-sign up with a membership fee. How do I have an online fo

iconoclast88 — Tue, 30 Aug 2016 19:20:15 GMT

any ideas?

Re: I'd like to offer our nonprofit member-sign up with a membership fee. How do I have an online fo

Spenser — Tue, 30 Aug 2016 23:49:00 GMT

Sorry for the delay, @iconoclast88.

There currently isn't a way to customize the check out form for the Online Store, so depending on the info you need to gather you may need a separate form.

You can definitely still have the membership fee listed there if you'd like to provide a place for member to pay though. There is also a space at checkout that is for "Notes to the seller" so you could ask your members to type in additional info there.

Hopefully that helps! Let me know if you have any other questions.

Re: With Square E-commerce for nonprofits, can you set up a page with recurring donations?

EJ_ — Thu, 15 Sep 2016 16:15:08 GMT

Hi there.

Subscription-style or recurring payment processing isn’t available in the Square app, but this is something we’re working on.

However, maybe our Recurring Invoices feature might work for you.

Re: With Square E-commerce for nonprofits, can you set up a page with recurring donations?

Wildspirit — Fri, 23 Sep 2016 11:56:26 GMT

How far in the future is it projected that this will be available for non-profits?

Re: With Square E-commerce for nonprofits, can you set up a page with recurring donations?

Sean — Sun, 25 Sep 2016 19:20:05 GMT

@Wildspirit - By using recurring invoices with card on file, you should be able to create the same experience. Check out this product update for more details. 🙂

Re: With Square E-commerce for nonprofits, can you set up a page with recurring donations?

ESJ — Mon, 19 Dec 2016 21:09:39 GMT

EJ,

My non profit organization is a religious one. I like the fact that I CAN set up donations through square. However, I want to allow my partners (donaters) to set up their credit card to give a monthly $100. On the previous post you had mentioned about sending recurring invoices. Although it may perhaps accomplish asimilar task, it is very different. People who donate to non profit org's like mine do not consider their payments to us as an "invoice". Please pass this up the chain if possible and/or let me know how I can give my partners an option to set up a monthly recurring gift amount all on their own. Kindly, ESJ

Re: With Square E-commerce for nonprofits, can you set up a page with recurring donations?

Sean — Mon, 19 Dec 2016 22:46:12 GMT

@ESJ - They wouldn't really have to know it's an invoice. Once you link their card on file, and then schedule the recurring payment, they'll just get a receipt that their card was charged. It should work exactly the same way. Learn to use Recurring Invoices and Card On File.

Re: I'd like to offer our nonprofit member-sign up with a membership fee. How do I have an online fo

jjgard — Mon, 10 Apr 2017 12:54:16 GMT

I'd also concur that this functionality would be ideal for us. We sell memberships to the Zoo. It's pretty straightforward to sell them at our physical location. We have multiple buttons under the category. We have members fill out a form. That info gets dumped into a database we maintain.

For online sales, we currently use a Wufoo form with Authorize.net as our payment processor. I'm not complaining *too* much because the payment terms we have with Authorize are pretty swank...but...it would be ideal to have everything integrated into one system...even if it did cost us a little more via processing fees.

In fact, the ability to run a membership program would be my number one request from Square. That was the *one* thing that Blackbaud's Altru did decently.

Creating membership cards, that integrate with square.

Georg — Tue, 12 Sep 2017 22:53:03 GMT

Hi folks,

I have to solve the following problem and I'm wondering if I can do that with Square:

I will open a climbing gym and we sell punch cards (multiple entries prepaid and linked to a customer) as well as 'subscriptions' (prepaid, for the next month/year - you can come as often as you want).

I can see, how I can create the first thing (punch cards) via a gift card (loading number of entries times its price). I am not sure about the second (subscription). Both would be easily done via having a (gift/prepaid) card linked to a customer, I could then make a note in their profile. Even better would be having this as a feature (not sure if it already exists), so people could even self-check in or the whole process would be more straightforward (entries are deducted, validation of subscription is checked).

Any ideas/solutions? Thank you so much!

George

PS: I'm also considering programming this behavior myself. Is there a way to implement that feature (programmed by me) to work seamless with SquareUp?

I know there is a similar thread, but this has a slightly different angle on the topic.

Prepay-customer-accoun

Re: Creating membership cards, that integrate with square.

EJ_ — Tue, 25 Apr 2017 14:04:39 GMT

Hi there,

The Customer Directory and Customer Profiles sounds like they would be features that would work for you.

While there isn't a way for your customer to check in on their own, you would be able to update their profiles with notes that indicate if they've been pre-paid.

You can also use the Loyalty features for your punch cards if it fits your business better than physical cards.

For setting up subscription payments, you can use Card on File with the Square Point of Sale app and Square Invoices to process recurring or subscription-type payments.

Here's a blog post on how to set up recurring payments with Square:

How to Set Up Recurring Payments

It would be a workaround solution for you that might take some tinkering, but I think it could work for your business.

Re: Creating membership cards, that integrate with square.

Georg — Tue, 25 Apr 2017 14:12:14 GMT

Thank you for your reply!

Two follow up questions:

Is there a way to link gift cards to customers?
What about the option of integration all this behavior via an app (e.g. Square App Marketplace), or somehow else? Does the Square POS provide that functionality?

Cheers,

George

Re: Creating membership cards, that integrate with square.

EJ_ — Wed, 26 Apr 2017 15:02:51 GMT

While you can save a customers payment card to their profile, unfortunately there's not a way to link gift cards to customers at this time.

There aren't any app integrations that would fit what you're looking to do specifically.

Is Square appropriate POS for a Family Entertainment Center (FEC)?

JDLPP — Wed, 26 Jul 2017 02:48:20 GMT

My FEC business is expanding and we're already loyal square customers for accepting payments. I'd like to know if this is an appropriate POS for our new set up which needs waiver signings, membership programs and tracking, etc. Has anyone used it for this purpose? Thanks!

Re: Is Square appropriate POS for a Family Entertainment Center (FEC)?

jjgard — Wed, 02 Aug 2017 19:40:09 GMT

Our organization has been unsuccesful in using Square to track memberships, renewals, etc. We sell them via Square using a button that is categorized as such, but we've been forced to use a third-party system like Membee.com for the actual membership database, renewal invoicing, etc.

I am not aware of any component to Square that will support waivers, either.

Without knowing the exact nature of your membership program, it's tough for me to tell you if the Loyalty module or Customer tracking in Square would meet your needs...but I'm guessing not. If I could have avoided having to implement an outside module, I would have. My best hope in the near future is that the 3rd party database we are using will eventually offer Square as a payment integration option.

Re: Is Square appropriate POS for a Family Entertainment Center (FEC)?

puka — Sat, 05 Aug 2017 17:15:51 GMT

Hey @JDLPP,

Welcome to the Community and congratulations on the expansion of your business! As @jjgard said (thank you for your response, by the way!), it's hard to say whether our Loyalty or Customer Directory features will work for your tracking needs without more information on how your membership is set up. Just in case, I've merged your post with a thread on a similar topic. @EJ's answer above explains a workaround with Customer Directory and Loyalty that may be useful for you. If not, then @jjgard's suggestion of Membee.com may work out better for you in the meantime.

In regards to waiver signing, we don't have a feature for that at this time, but hopefully other Sellers can chime in with some suggestions.

Please let us know if you need any further help and we'll do our best to get you pointed in the right direction. 🙂

How do I offer customers a season pass?

hpzoo — Sun, 20 Aug 2017 01:11:44 GMT

I run a petting zoo and would like to give customers the option to buy a membership that would give them unlimited access for say, 6 months or a year. I'm not sure if this would be considered a season pass or what the proper terminology would be. It would be nice to be able to issue them a card with a customer number or something that could be scanned to verify their membership when they check in. I could make a spreadsheet of names or phone numbers or email addresses and the date the pass was purchased and the date it expires, but I'm hoping there's an easier way to do this within Square.

Re: How do I offer customers a season pass?

jjgard — Sun, 20 Aug 2017 04:25:54 GMT

Square doesn't really support a membership program that would fit those needs exactly.

We sell memberships to our Zoo through Square, but only in the sense that we have buttons that are labeled for the memberships and the revenue goes under a category called membership.

I then have admission buttons that are labeled 'Member Adult' 'Member Child', etc. that have a value of $0.00...but that track the attendance. (I have those zero value member admission buttons entered under the admissions category with the paying admission buttons...but it keeps the overall attendance lumped together in my reports.)

We track our memberships through Membee.com, which offers a pretty robust set of features for $65 a month. Or you could use the methods you described to track them.

Re: How do I offer customers a season pass?

hpzoo — Sun, 20 Aug 2017 10:43:23 GMT

I appreciate your response. I had read in another thread about membee.com but haven't looked into it yet. I was thinking about creating an item like you said for $0 and checking in the customer using that while keeping track of it outside of Square. Good advice.

Thanks again.