CRM

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Create and manage membership plans

Learn how to create a membership plan for your loyalty program.

The Eats365 POS CRM feature allows you to create different membership plans for your loyalty program, which you can offer to your customers. You can create various member tiers, each equipped with distinct benefits, base credits, points accruals, validity periods, and other features tailored to optimize your restaurant operations.

In this article, you’ll learn how to create membership plans and how to manage them.

Important: Your account must have the required permission level to create a membership plan.

Create a membership plan

Membership Plans can be distinguished between a Tier and a Premium Plan. Both plan structures are identical, with the exception that Tier Plan can be extended, downgraded, or upgraded based on your preferred criteria settings.

Tip: You can create multiple plans for both regular Tier and Premium Plans.

Tier Plan

To create a tiered membership plan, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Member Plan.
At the top right, click on +Add Tier Plan.
Enter your Tier Plan information, and configure your preferred settings.
At the top right, click on Save to confirm.

To complete your Tier Plan setup, you must supply the appropriate details and toggle your preferred settings. The following details are available:

Basic

Plan Name & Description

Plan Name

Enter your preferred Tier Plan name to make it easily identifiable.

Description

Add useful details about the Tier Plan such as when it should be used or other glanceable information.

Loyalty Discount Name

Enter your preferred Loyalty Discount Name. This discount name is displayed on the customer’s order.

Setting

Plan Code

Add a unique code to your Tier Plan.

Base Currency

Select the default currency for payments.

Enrolment Fee

Set how much customers need to pay to avail the Tier Plan.

Valid Period

Set the validity period of the membership plan.

Plan Expiry

Set the number of months the membership plan is valid for. For example, if you set a duration of "3", the plan would expire three months after being activated.

Always Require Card Presence

When turned on, members must present their card to use store credit and earn points.

Allow Joining Directly

When turned on, customers can directly join the tier plan without having to upgrade their plan.

Allow Joining Online

When turned on, customers can join the loyalty program through the restaurant’s website or on the Eats365 User App.

Allow Reactivate

Turn on if you want to allow the membership plan to be reactivated. To set a Reactivation Fee, enter the reactivation fee amount, or keep it as “0" to make reactivation free.

Plan Expiration

Select the method of how the membership plan expires. You can choose from the following:

According to Plan Expiry Setting - Membership validity expires based on the set expiry date.
Extend by Transactions - If selected, you may set the number of months the membership is extended. The membership plan expires due to inactivity.

Credit and Points

A Membership Credit refers to a monetary value or balance that a member can use within the restaurant with the loyalty program. Credits can be used to make purchases or payments for food orders and other goods and services.

A Membership Point represents a unit of measurement that tracks a member’s activity within the loyalty program. Points can be awarded based on specific conditions and transactions. Additionally, customers can redeem their points for rewards, discounts, or other benefits.

Store Credit

Initial Credit Balance

Set the starting credit amount for the Tier Plan.

Point Balance (For Points Spending)

Name for Point Balance

Displays the selected Point Balance.

Note: You can change the name for point balance from the Global Settings.

Points Expiry

Set the number of months the membership points is valid for. For example, if you set a duration of “12”, the plan would expire after 12 months or a year.

Initial Point Balance

Set the starting point balance for the Tier Plan.

Points Rewarded from Upgrade

Set the number of points the member receives upon upgrade.

Accumulated Point (For Plan Upgrade, Extend, Downgrade)

Name for Accumulated Points

Displays the selected Accumulated Points name.

Note: You can change the name for accumulated points from the Global Settings.

Rules Settings

Upgrade Criterion

Set the Tier Plan the member can upgrade to after meeting the required conditions.

Extension Criterion

Set the Tier Plan the member can downgrade to if conditions aren’t met before the plan expires.

Points Earning Rules

Set the point earning rules that apply to the Tier Plan.

Note: You can create and configure the Points Earning Rule from Points Spending and Earning Rules.

Points Spending Rules

Set the point spending rules that apply to the Tier Plan.

Note: You can create and configure the Points Spending Rule from Points Spending and Earning Rules.

Storewide Discount

Set the Storewide Discount that applies to the Tier Plan.

Additional Settings

Service Charge / Delivery Fee can earn Points

When turned on, members on the Tier Plan can earn points from Service Charge and Delivery Fee applied to the order.

Tax can earn Points

When turned on, members on the Tier Plan can earn points from taxes applied to the order.

Tender Supported for Points Earning

Set the tender type supported to earn points.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Member Plan.
At the top right, click on +Add Tier Plan.
Enter your Tier Plan information, and configure your preferred settings.
At the top right, click on Save to confirm.

To complete your Tier Plan setup, you must supply the appropriate details and toggle your preferred settings. The following details are available:

Basic

Plan Name & Description

Plan Name

Enter your preferred Tier Plan name to make it easily identifiable.

Description

Add useful details about the Tier Plan such as when it should be used or other glanceable information.

Loyalty Discount Name

Enter your preferred Loyalty Discount Name. This discount name is displayed on the customer’s order.

Setting

Plan Code

Add a unique code to your Tier Plan.

Base Currency

Select the default currency for payments.

Enrolment Fee

Set how much customers need to pay to avail the Tier Plan.

Valid Period

Set the validity period of the membership plan.

Plan Expiry

Set the number of months the membership plan is valid for. For example, if you set a duration of "3", the plan would expire three months after being activated.

Always Require Card Presence

When turned on, members must present their card to use store credit and earn points.

Allow Joining Directly

When turned on, customers can directly join the tier plan without having to upgrade their plan.

Allow Joining Online

When turned on, customers can join the loyalty program through the restaurant’s website or on the Eats365 User App.

Allow Reactivate

Turn on if you want to allow the membership plan to be reactivated. To set a Reactivation Fee, enter the reactivation fee amount, or keep it as “0" to make reactivation free.

Plan Expiration

Select the method of how the membership plan expires. You can choose from the following:

According to Plan Expiry Setting - Membership validity expires based on the set expiry date.
Extend by Transaction - If selected, you may set the number of months the membership is extended. The membership plan expires due to inactivity.

Credit and Points

A Membership Credit refers to a monetary value or balance that a member can use within the restaurant with the loyalty program. Credits can be used to make purchases or payments for food orders and other goods and services.

A Membership Point represents a unit of measurement that tracks a member’s activity within the loyalty program. Points can be awarded based on specific conditions and transactions. Additionally, customers can redeem their points for rewards, discounts, or other benefits.

Store Credit

Initial Credit Balance

Set the starting credit amount for the Tier Plan.

Point Balance (For Points Spending)

Name for Point Balance

Displays the selected Point Balance.

Note: You can change the name for point balance from the Global Settings.

Points Expiry

Set the number of months the membership points is valid for. For example, if you set a duration of “12”, the plan would expire after 12 months or a year.

Initial Point Balance

Set the starting point balance for the Tier Plan.

Points Rewarded from Upgrade

Set the number of points the member receives upon upgrade.

Accumulated Point (For Plan Upgrade, Extend, Downgrade)

Name for Accumulated Points

Displays the selected Accumulated Points name.

Note: You can change the name for accumulated points from the Global Settings.

Rules Settings

Upgrade Criterion

Set the Tier Plan the member can upgrade to after meeting the required conditions.

Extension Criterion

Set the Tier Plan the member can downgrade to if conditions aren’t met before the plan expires.

Points Earning Rules

Set the point earning rules that apply to the Tier Plan.

Note: You can create and configure the Points Earning Rule from Points Spending and Earning Rules.

Points Spending Rules

Set the point spending rules that apply to the Tier Plan.

Note: You can create and configure the Points Spending Rule from Points Spending and Earning Rules.

Storewide Discount

Set the Storewide Discount that applies to the Tier Plan.

Additional Settings

Service Charge / Delivery Fee can earn Points

When turned on, members on the Tier Plan can earn points from Service Charge and Delivery Fee applied to the order.

Tax can earn Points

When turned on, members on the Tier Plan can earn points from taxes applied to the order.

Tender Supported for Points Earning

Set the tender type supported to earn points.

Premium Plan

To create a premium membership plan, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Member Plan.
At the top right, click on +Add Premium Plan.
Enter your Premium Plan information, and configure your preferred settings.
At the top right, click on Save to confirm.

To complete your Premium Plan setup, you must supply the appropriate details and toggle your preferred settings. The following details are available:

Basic

Plan Name & Description

Plan Name

Enter your preferred Premium Plan name to make it easily identifiable.

Description

Add useful details about the Premium Plan such as when it should be used or other glanceable information.

Loyalty Discount Name

Enter the Loyalty Discount Name that would apply to the Premium Plan. This discount name is displayed on the customer’s order.

Setting

Plan Code

Add a unique code to your Premium Plan.

Base Currency

Select the default currency for payments.

Enrolment Fee

Set how much customers need to pay to avail the Premium Plan.

Valid Period

Set the validity period of the membership plan.

Plan Expiry

Set the number of months the membership plan is valid for. For example, if you set a duration of "3", the plan would expire three months after being activated.

Always Require Card Presence

When turned on, members must present their card to use store credit and earn points.

Allow Joining Online

When turned on, customers can join the loyalty program through the restaurant’s website or on the Eats365 User App.

Plan Expiration

Select the method of how the membership plan expires. You can choose from the following:

According to Plan Expiry Setting - Membership validity expires based on the set expiry date.
Extend by Transactions - If selected, you may set the number of months the membership is extended. The membership plan expires due to inactivity.

Credit and Points

A Membership Credit refers to a monetary value or balance that a member can use within the restaurant with the loyalty program. Credits can be used to make purchases or payments for food orders and other goods and services.

A Membership Point represents a unit of measurement that tracks a member’s activity within the loyalty program. Points can be awarded based on specific conditions and transactions. Additionally, customers can redeem their points for rewards, discounts, or other benefits.

Store Credit

Initial Credit Balance

Set the starting credit amount for the Premium Plan.

Point Balance (For Points Spending)

Name for Point Balance

Displays the selected Point Balance.

Note: You can change the name for point balance from the Global Settings.

Points Expiry

Set the number of months the membership points is valid for. For example, if you set a duration of “12”, the plan would expire after 12 months or a year.

Initial Point Balance

Set the starting point balance for the Premium Plan.

Accumulated Point (For Plan Upgrade, Extend, Downgrade)

Name for Accumulated Points

Displays the selected Accumulated Points name.

Note: You can change the name for accumulated point from the Global Settings.

Rules Settings

Points Earning Rules

Set the point earning rules that apply to the Premium Plan.

Note: You can create and configure the Points Earning Rule from Points Spending and Earning Rules.

Points Spending Rules

Set the point spending rules that apply to the Premium Plan.

Note: You can create and configure the Points Spending Rule from Points Spending and Earning Rules.

Storewide Discount

Set the Storewide Discount that applies to the Premium Plan.

Additional Settings

Service Charge / Delivery Fee can earn Points

When turned on, members on the Premium Plan can earn points from Service Charge and Delivery Fee applied to the order.

Tax can earn Points

When turned on, members on the Premium Plan can earn points from taxes applied to the order.

Tender Supported for Points Earning

Set the tender type supported to earn points.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Member Plan.
At the top right, click on +Add Premium Plan.
Enter your Premium Plan information, and configure your preferred settings.
At the top right, click on Save to confirm.

To complete your Premium Plan setup, you must supply the appropriate details and toggle your preferred settings. The following details are available:

Basic

Plan Name & Description

Plan Name

Enter your preferred Premium Plan name to make it easily identifiable.

Description

Add useful details about the Premium Plan such as when it should be used or other glanceable information.

Loyalty Discount Name

Enter the Loyalty Discount Name that would apply to the Premium Plan. This discount name is displayed on the customer’s order.

Setting

Plan Code

Add a unique code to your Premium Plan.

Base Currency

Select the default currency for payments.

Enrolment Fee

Set how much customers need to pay to avail the Premium Plan.

Valid Period

Set the validity period of the membership plan.

Plan Expiry

Set the number of months the membership plan is valid for. For example, if you set a duration of "3", the plan would expire three months after being activated.

Always Require Card Presence

When turned on, members must present their card to use store credit and earn points.

Allow Joining Online

When turned on, customers can join the loyalty program through the restaurant’s website or on the Eats365 User App.

Plan Expiration

Select the method of how the membership plan expires. You can choose from the following:

According to Plan Expiry Setting - Membership validity expires based on the set expiry date.
Extend by Transactions - If selected, you may set the number of months the membership is extended. The membership plan expires due to inactivity.

Credit and Points

A Membership Credit refers to a monetary value or balance that a member can use within the restaurant with the loyalty program. Credits can be used to make purchases or payments for food orders and other goods and services.

A Membership Point represents a unit of measurement that tracks a member’s activity within the loyalty program. Points can be awarded based on specific conditions and transactions. Additionally, customers can redeem their points for rewards, discounts, or other benefits.

Store Credit

Initial Credit Balance

Set the starting credit balance for the Premium Plan.

Point Balance (For Points Spending)

Name for Point Balance

Displays the selected Point Balance.

Note: You can change the name for point balance from the Global Settings.

Points Expiry

Set the number of months the membership points is valid for. For example, if you set a duration of “12”, the plan would expire after 12 months or a year.

Initial Point Balance

Set the starting point balance for the Premium Plan.

Accumulated Point (For Plan Upgrade, Extend, Downgrade)

Name for Accumulated Points

Displays the selected Accumulated Points name.

Note: You can change the name for accumulated points from the Global Settings.

Rules Settings

Points Earning Rules

Set the point earning rules that apply to the Premium Plan.

Note: You can create and configure the Points Earning Rule from Points Spending and Earning Rules.

Points Spending Rules

Set the point spending rules that apply to the Premium Plan.

Note: You can create and configure the Points Spending Rule from Points Spending and Earning Rules.

Storewide Discount

Set the Storewide Discount that applies to the Premium Plan.

Additional Settings

Service Charge / Delivery Fee can earn Points

When turned on, members on the Premium Plan can earn points from Service Charge and Delivery Fee applied to the order.

Tax can earn Points

When turned on, members on the Premium Plan can earn points from taxes applied to the order.

Tender Supported for Points Earning

Set the tender type supported to earn points.

Manage a Membership Plan

Tier Plan

Edit a Tier Plan

To edit a Tier Plan, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Member Plan.
Click on the plan name that you want to update.
Update the Tier Plan.
At the top right, click on Save to confirm.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Member Plan.
Click on the plan name that you want to update. Alternatively, you can click on Edit .
Update the Tier Plan.
At the top right, click on Save to confirm.

Delete a Tier Plan

For reporting purposes, once a Tier Plan has been created, it can no longer be deleted. However, you can deactivate a Tier Plan to make it unavailable.

Note: You can only deactivate a Tier Plan if there’s no active member under the plan.

To deactivate a Tier Plan, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Member Plan.
Next to the Tier Plan that you want to delete, click on Deactivate .

The Tier Plan is now deactivated. To re-add it, click on Reactivate.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Member Plan.
Next to the Tier Plan that you want to delete, click on Deactivate .

The Tier Plan is now deactivated. To re-add it, click on Reactivate.

Premium Plan

Edit a Premium Plan

To edit a Premium Plan, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Member Plan.
Click on the plan name that you want to update.
Update the Premium Plan.
At the top right, click on Save to confirm.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Member Plan.
Click on the plan name that you want to update. Alternatively, you can click on Edit .
Update the Premium Plan.
At the top right, click on Save to confirm.

Delete a Premium Plan

For reporting purposes, once a Premium Plan has been created, it can no longer be deleted. However, you can deactivate a Premium Plan to make it unavailable.

Note: You can only deactivate a Premium Plan if there’s no active member under the plan.

To deactivate a Premium Plan, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Select Member Plan.
Next to the Premium Plan that you want to delete, click on Deactivate.

The Premium Plan is now deactivated. To re-add it, click on Reactivate.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

Log in to the Merchant Portal.
On the left panel, click on CRM.
Click on Loyalty. Then, select Member Plan.
Next to the Premium Plan that you want to delete, click on Deactivate.

The Premium Plan is now deactivated. To re-add it, click on Reactivate.

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