Making changes to my Tyl account

How to update my Tyl account details

It's really important that you tell us if your business details change - especially if they're any of the following:

• Business address or your business' website address
• Trading name
• Bank account details
• Your business contact details e.g. email address or telephone number or changes to contact name

If you change banks or change the account you use for Tyl payments, you should call us to make us aware. We can make sure that everything’s correct on our side, so that you get your settlements on time. We might need a few extra documents to make the changes, but we can talk about these when you ring us.

How to update Tyl about changes at my business

As outlined in your terms and conditions, you’ll need to let us know about any changes to your business operations, such as:

· Changes to partners, directors or owners

· Changes to business operations

o e.g. opening or closing of any of your business locations.

o e.g. changes in the guarantees or warranties you provide your customers

To let us know about any of these changes, just give us a call. We might need a few extra documents to make the changes, but we can talk about these when you ring us.

How to update my contact preferences

Giving a third-party access to manage my account

Sometimes, you might need help to manage your business. You can add a trusted person to your Tyl account by completing our Delegated Authority Form.

To request a form, please call us to speak to a member of our team as we’ll need to confirm it’s the account owner requesting the form before we can issue it.

There are 3 levels of Delegated Authority you can select:

[yellow call out] You can add a trusted person to your Tyl account by completing our Delegated Authority Form.

Requesting further assistance or any specific requirements

· Should you need to make us aware of any further assistance required in your dealings with us or to make us aware of a change to your personal circumstances, we’ll do our best to support you.

· Please call us to speak to a member of our team. We are committed to providing excellent service that is accessible to everyone. You can also access our team using Text Relay, simply add ‘18001’ before any of our phone numbers

Update my marketing and cookie preferences

We’d like to keep you updated from time to time on products and offers we think are relevant to you by phone, email and text.

Through your Tyl portal you can select what channels you’d prefer to receive these messages through. Just visit ‘Account settings’ under the right-hand menu and select ‘Preferences’. You can adjust these at any time.

Opting out won't affect messages about your existing products and services.

You’ll also be able to view your current cookie preferences and make changes to your consent when needed.

Manage product and services on my Tyl account

Add services to your existing Tyl account

Online payments (our hosted payment pages and/or our Virtual Terminal)

To start taking payments through your website with Tyl, you’ll need to request this. Our onboarding team will need to review this and make sure your business and website are suitable for taking payments this way. Speak to a member of our team on the usual number and choose option 2.

An additional monthly fee will be applicable for online payments.

MOTO/ phone payments

To start taking payments over the phone, whether you have a physical card machine or wish to use our Virtual Terminal, you’ll need to request this.

To request access to a Virtual Terminal, see the ‘Online payments’ section above.

To start taking phone payments on your card machine, if you didn’t request this when you joined Tyl, you’ll need to request it now. You can do this by speaking to a member of our team on the usual number and choosing option 2.

If you have a Clover card machine and you’ve already been approved to take phone payments, you’ll need to download the Phone Sale app, instructions on how to do this can be found here.

There’s no additional monthly fee to take phone payments through your card machine.

Other services

There are several additional services you can offer customers if you’re accepting face to face payments, including accepting American Express or offering Cashback and Gratuity options.

You can add these services to your Tyl account by speaking to a member of our team on the usual number and choosing option 2.

Add a new card machine

It’s easy to add an additional card machine to your Tyl account, just get in touch with a member of our team on the usual number and press option 2. We might need a few extra documents from you, but we can talk about these when you ring us.

Change my terminals

If you don’t think the card machine you’ve received is the right one for your needs, you can request to swap to a more suitable device. They’ll be no additional cost for doing so provided you raise the request during your cool off window, you can find details on this in your terms and conditions on the Tyl portal.

If you’re experiencing a technical issue with your current device, we’ll try to resolve this for you first. Otherwise, we’ll swap the device for a new one.

To let us know about any issues with your device, get in touch with a member of our team on the usual number and choose option 2.

Bring another business to Tyl

If you own or run another business or businesses and wish to start taking payments with Tyl at your additional business(es) you’ll need to speak to our sales team on the usual number and choose option 1.