[INTERNAL] Churning A Merchant Process/Checklist

HUBSPOT

Most of the churn process in Hubspot is automated i.e. the churn date will be set once you have put the churn reason. But there are still 2 fields that need to be updated. You will need to load the Company in hubspot and "View All Properties" in the left hand side bar under Company Information.

Company Information -> "Lead Status" -> Change to "Customer - Churned"
Company Information -> "Churn Reason" -> Set to required

ADMIN PORTAL/BILLING

You will need to at this stage, deactivate the visibility of the merchant within the LoyLap ecosystem and disable their usable tender types. (Free Plans - can still use Stamp so you effectively leave stamp enabled if required)

FEATURES & VISIBILITY

Info -> Settings -> POS Apps Downloaded -> Untick "Visible in the app"
Info -> Settings -> Transaction Types -> Untick all ticked
Info -> Settings -> Order Ahead -> Untick "Enabled" if applicable
Info -> Settings -> POS App Settings -> Untick "Digital Gift Cards", "Campaign Enabled" if applicable.

**MAKE SURE YOU CLICK SAVE**

BILLING

Billing -> "Funds Via POS" -> Check that this is greater than 0
- Cross reference with Clover Billing Portal that app is installed
Billing -> Edit -> Deactivate
Billing -> Edit -> Change Current Status to Inactive
Info -> Notes -> Add note for why merchant churned
Send merchant email that billing has been closed and if they still have Clover apps installed they would need to uninstall to avoid being charged further through Clover.

[INTERNAL] Churning A Merchant Process/Checklist

An article to document how to churn a merchant in Hubspot and on the system to ensure accurate reporting and billing is upheld.