Membership Plan

Membership Plan

Creating a Membership Plan:

ON THE STORE LEVEL: Select “Customers”, “Membership Plan”, “+Membership Plan”

Type in the name of the Plan

Membership Plan created

ON THE ENTERPRISE LEVEL: Select “My Stores” to access the Enterprise Level and select “Customers”

Select the customer you need to attach the Membership plan to by selecting the pencil

Select the Membership plan that needs to be attached to the customer


ON THE STORE LEVEL: Select “Products/Items”, “Discounts”

From here you will create a discount correlated to the Membership

The process of creating this will be the same on any discount selected

Example: Check Based Membership

Select “Check Based” then “+Discount”

Fill out the information about the discount and select “Save”

Using the Membership Plan on FOH:

After Selecting the customer, Select an Item

 After Item was selected “Membership Plan” appears

    • Related Articles

    • Enhancement in Membership Plan

      Note:  In phase 2 of development, auto renewal for the account level will be done. Implementation in Back Office:            1)      The membership allowance period should be limited. Page Navigation: My Stores >> Customers >> Membership >> ...
    • Enhancement in Membership Plan

      Implementation in Back Office:   1           The membership allowance period should be limited. Page Navigation: My Stores >> Customers >> Membership >> Membership Plan   The allowance period for the membership plan should be restricted to Monthly, ...
    • Customer Name & Plan Expiry Detail Pull Up for Membership Payment

      Implementation in POS:       Consider a member customer who is attached to a check and prefers to pay for the orders using membership.       The user chooses the membership payment option on the payment screen.       When user selects the membership ...
    • Enhancement in Membership Report

      Implementation in Back Office:   1)     Overdraft item line in membership statement report. Page Navigation: My Stores >>  Reports >> Membership >> Membership Statement Report   A new field “Membership Overdraft Payment” should be shown in the ...
    • Membership Statement Enhancement

            Implementation in Back Office: Page Navigation: My Stores >> Reports >> Membership >> Membership Statement   A new “Membership Statement” similar to HA statement should be included.   The membership statement should contain the fields ...