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
