Membership Plan

Creating a Membership Plan:

Select “Customers”, “Membership Plan”, “+Membership Plan”

Type in the name of the Plan

Membership Plan created

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

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

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