Membership
Table of Contents
Create and manage membership plans
Learn how to create a membership plan for your loyalty program.
The Eats365 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:
- A Loyalty Program license is required to access full CRM features and tools. You may reach out to a Channel Partner or Eats365 to purchase a license.
- Your account must have the required permission level to create a membership plan.
Create a membership plan
Membership Plans in Eats365 can be structured as either a Tier Plan or a Premium Plan. Both plan structures share identical features, with the distinction that Tier Plans can be extended, downgraded, or upgraded based on your defined criteria, whereas Premium Plans maintain a fixed structure.
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 date of the membership plan.
Plan Expiry
Set the number of months the membership plan is valid for. For example, if you set the duration to "3", the plan would expire three months after being activated.
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.
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 branded online store 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.
DeleteCredit and Points
Membership Credit refers to a virtual monetary value or balance that a restaurant member can use to pay for their orders.
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 when Joining Directly
Set the credit amount immediately available on the member’s account after purchasing the Tier Plan.
Point Balance (For Points Spending)
Name for Point Balance
Displays the Point Balance name.
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 the duration to “12”, the plan would expire after 12 months or a year.
Initial Point Balance
Set the point balance immediately available on the member’s account after purchasing 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 Accumulated Points name.
Note: You can change the name for accumulated points from the Global Settings.
Rules Settings
Upgrade Criterion
Select the Tier Plan that the member upgrades to after meeting the required conditions.
Extension Criterion
Select the Tier Plan that the member downgrades to. The membership plan will automatically be extended and downgraded if set extension conditions are 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.
Note: You must create an organization level Tender Type to apply tender types that can be used for points earning. For more information, refer to Set up and manage tenders.
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 date of the membership plan.
Plan Expiry
Set the number of months the membership plan is valid for. For example, if you set the duration to "3", the plan would expire three months after being activated.
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.
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.
DeleteCredit and Points
Membership Credit refers to a virtual monetary value or balance that a restaurant member can use to pay for their orders.
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 when Joining Directly
Set the credit amount immediately available on the member’s account after purchasing the Tier Plan.
Point Balance (For Points Spending)
Name for Point Balance
Displays the Point Balance name.
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 the duration to “12”, the plan would expire after 12 months or a year.
Initial Point Balance when Joining Directly
Set the point balance immediately available on the member’s account after purchasing 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 Accumulated Points name.
Note: You can change the name for accumulated points from the Global Settings.
Rules Settings
Upgrade Criterion
Select the Tier Plan that the member upgrades to after meeting the required conditions.
Extension Criterion
Select the Tier Plan that the member downgrades to. The membership plan will automatically be extended and downgraded if set extension conditions are 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.
Note: You must create an organization level Tender Type to apply tender types that can be used for points earning. For more information, refer to Set up and manage tenders.
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 date of the membership plan.
Plan Expiry
Set the number of months the membership plan is valid for. For example, if you set the duration to "3", the plan would expire three months after being activated.
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.
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.
DeleteCredit and Points
Membership Credit refers to a virtual monetary value or balance that a restaurant member can use to pay for their orders.
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 credit amount immediately available on the member’s account after purchasing the the Premium Plan.
Point Balance (For Points Spending)
Name for Point Balance
Displays the Point Balance name.
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 the duration to “12”, the plan would expire after 12 months or a year.
Initial Point Balance
Set the point balance immediately available on the member’s account after purchasing the Premium Plan.
Accumulated Point (For Plan Upgrade, Extend, Downgrade)
Name for Accumulated Points
Displays the 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.
Note: You must create an organization level Tender Type to apply tender types that can be used for points earning. For more information, refer to Set up and manage tenders.
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 date of the membership plan.
Plan Expiry
Set the number of months the membership plan is valid for. For example, if you set the duration to "3", the plan would expire three months after being activated.
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.
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.
DeleteCredit and Points
Membership Credit refers to a virtual monetary value or balance that a restaurant member can use to pay for their orders.
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 when Joining Directly
Set the credit amount immediately available on the member’s account after purchasing the the Premium Plan.
Point Balance (For Points Spending)
Name for Point Balance
Displays the Point Balance name.
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 the duration to “12”, the plan would expire after 12 months or a year.
Initial Point Balance when Joining Directly
Set the point balance immediately available on the member’s account after purchasing the Premium Plan.
Accumulated Point (For Plan Upgrade, Extend, Downgrade)
Name for Accumulated Points
Displays the 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.
Note: You must create an organization level Tender Type to apply tender types that can be used for points earning. For more information, refer to Set up and manage tenders.
Manage a Membership Plan
Tier Plan
Edit a Tier Plan
To modify 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 modify 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.