---
title: How To Setup a Membership
description: Utilize GoTab Memberships for one-time, or recurring, memberships for your clientele.
---

[Skip to content](https://success.gotab.io/knowledge/how-to-setup-memberships#main-content)

English

Show submenu for translations

![GoTab Logo - White.png\]](https://success.gotab.io/hs-fs/hubfs/GoTab%20Logo%20-%20White.png?height=40&name=GoTab%20Logo%20-%20White.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to gotab.io

 Go to gotab.io

 Hello! How can we help you?

- There are no suggestions because the search field is empty.

1. [GoTab Help Center and Knowledge Base](https://success.gotab.io/knowledge?hsLang=en)
2. [Cart Rules, Segments & Loyalty/Memberships](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en)
3. [Loyalty & Memberships](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#loyalty-memberships)

# How To Setup a Membership

## Utilize GoTab Memberships for one-time, or recurring, memberships for your clientele.

In the example below, we're setting up a Mug Club Membership where members will receive 20% off of all Mug Club items with an active subscription charged a recurring $10 per month.

-In our setup here, since we have items that will be discounted with a membership, we first want  tag the corresponding items in our product catalog. Here, we tagged both Fly Like An Eagle and EW, David! with our Mug Club tag. 

![Item Tags Screenshot](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Item%20Tags%20Screenshot.png?width=688&height=192&name=Item%20Tags%20Screenshot.png)

-Navigate to the [Memberships Page](https://manager.gotab.io/manager/memberships?pick_loc=1) of your GoTab Manager Dashboard.

***Note: If you do not currently have GoTab Loyalty & Memberships on for your location, please contact your dedicated account manager for more information.***

*-*Add Membership/Loyalty.***![Add Membership Loyalty](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Add%20Membership%20Loyalty.png?width=688&height=266&name=Add%20Membership%20Loyalty.png)***

-Configure the parameters of your membership.

- Program name is what you'd like to name the membership program. This, along with the description, will be visible to your guests in their GoTab account.
- Description is what your guests will see as the description in their GoTab account.
- Base Price is the price of the membership.
- The date range limits the timeframe wherein rewards are redeemable. It's likely that a date range would only be selected with a non-recurring membership.

![Set Mug Club Price](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Set%20Mug%20Club%20Price.png?width=688&height=421&name=Set%20Mug%20Club%20Price.png)

 Our Mug Club above is set at $10 per month. 

-Set the Rewards for your program.

![Screenshot 2024-08-27 154943](https://success.gotab.io/hs-fs/hubfs/Screenshot%202024-08-27%20154943.png?width=688&height=641&name=Screenshot%202024-08-27%20154943.png)

In our example here, our Mug Club is is set as a discount that offers 20% off of select products. The products are the ones tagged as mug club that we did initially when we tagged our products in the product catalog. We are not offering a limit on the number of discounted items, but if your membership said they could only get 15 items with the 20% discount, you could set that here. 

-Review and Submit.

![Mug Club Submit After Review](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Mug%20Club%20Submit%20After%20Review.jpg?width=688&height=416&name=Mug%20Club%20Submit%20After%20Review.jpg)

-We now have a configured membership.

- - Pencil icon allows you to edit your membership.
    - Book icon indicates the membership product that gets created in your product catalog.
    - Division symbol takes you to the automatically generated Segment when creating a membership.
    - Scales icon takes you to the automatically generated rule(s) associated to your membership.

![Enrollment Product to Catalog](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Enrollment%20Product%20to%20Catalog.jpg?width=688&height=266&name=Enrollment%20Product%20to%20Catalog.jpg)-When first creating a Membership, there will be a red alert over your Membership product. Click that to take you to the Membership product in the product catalog.

-Set the membership product tax rate, station, revenue account and save.![Set Mug Club Station Tax Rate.jpg](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Set%20Mug%20Club%20Station%20Tax%20Rate.jpg.png?width=688&height=433&name=Set%20Mug%20Club%20Station%20Tax%20Rate.jpg.png)

-Once saved, your membership can now be enabled and your membership setup is complete.

![Screenshot 2024-08-27 175834](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Screenshot%202024-08-27%20175834.png?width=688&height=177&name=Screenshot%202024-08-27%20175834.png)

Click [here](https://success.gotab.io/knowledge/selling-a-membership-online-or-through-the-pos?hsLang=en) for more information on selling a membership online and from your POS.

Click [here](https://success.gotab.io/knowledge/membership/loyalty-check-in-on-pos?hsLang=en) for more information on memberships in a guest's GoTab account and how a guest can check in at your location via your POS or CFD. 

 

 

- [Getting Started](https://success.gotab.io/knowledge/getting-started?hsLang=en)
- [Server Training](https://success.gotab.io/knowledge/server-training?hsLang=en)
- [Menu Management](https://success.gotab.io/knowledge/menu-management?hsLang=en#main-content)

    - [Products](https://success.gotab.io/knowledge/menu-management?hsLang=en#products)
    - [Modifiers](https://success.gotab.io/knowledge/menu-management?hsLang=en#modifiers)
    - [Variants](https://success.gotab.io/knowledge/menu-management?hsLang=en#variants)
    - [Product Catalog Tools](https://success.gotab.io/knowledge/menu-management?hsLang=en#product-catalog-tools)
    - [Menu](https://success.gotab.io/knowledge/menu-management?hsLang=en#menu)
    - [Zones](https://success.gotab.io/knowledge/menu-management?hsLang=en#zones)
    - [Option Groups](https://success.gotab.io/knowledge/menu-management?hsLang=en#option-groups)
    - [Inventory](https://success.gotab.io/knowledge/menu-management?hsLang=en#inventory)
    - [Notices](https://success.gotab.io/knowledge/menu-management?hsLang=en#notices)
    - [Links & QRs](https://success.gotab.io/knowledge/menu-management?hsLang=en#links-qrs)
- [POS](https://success.gotab.io/knowledge/pos?hsLang=en#main-content)

    - [POS Ordering](https://success.gotab.io/knowledge/pos?hsLang=en#pos-ordering)
    - [POS Tabs](https://success.gotab.io/knowledge/pos?hsLang=en#pos-tabs)
    - [Server Necessities](https://success.gotab.io/knowledge/pos?hsLang=en#server-necessities)
    - [Set Up](https://success.gotab.io/knowledge/pos?hsLang=en#set-up)
    - [Maps](https://success.gotab.io/knowledge/pos?hsLang=en#maps)
    - [Finding Tabs](https://success.gotab.io/knowledge/pos?hsLang=en#finding-tabs)
    - [RFID Technology](https://success.gotab.io/knowledge/pos?hsLang=en#rfid-technology)
    - [Mobile POS](https://success.gotab.io/knowledge/pos?hsLang=en#mobile-pos)
- [KDS, Printers & Additional Display Setup](https://success.gotab.io/knowledge/kds-printers-additional-display-setup?hsLang=en#main-content)

    - [KDS Fulfillment](https://success.gotab.io/knowledge/kds-printers-additional-display-setup?hsLang=en#kds-fulfillment)
    - [KDS Functions](https://success.gotab.io/knowledge/kds-printers-additional-display-setup?hsLang=en#kds-functions)
    - [KDS Guest Communication](https://success.gotab.io/knowledge/kds-printers-additional-display-setup?hsLang=en#kds-guest-communication)
    - [KDS Set-Up](https://success.gotab.io/knowledge/kds-printers-additional-display-setup?hsLang=en#kds-set-up)
    - [Displays](https://success.gotab.io/knowledge/kds-printers-additional-display-setup?hsLang=en#displays)
    - [Printers](https://success.gotab.io/knowledge/kds-printers-additional-display-setup?hsLang=en#printers)
- [Processors: Cash, Gift Cards & House Accounts](https://success.gotab.io/knowledge/processors-cash-gift-cards-house-accounts?hsLang=en#main-content)

    - [Gift Cards](https://success.gotab.io/knowledge/processors-cash-gift-cards-house-accounts?hsLang=en#gift-cards)
    - [Cash](https://success.gotab.io/knowledge/processors-cash-gift-cards-house-accounts?hsLang=en#cash)
    - [House Accounts](https://success.gotab.io/knowledge/processors-cash-gift-cards-house-accounts?hsLang=en#house-accounts)
    - [Event Deposits](https://success.gotab.io/knowledge/processors-cash-gift-cards-house-accounts?hsLang=en#event-deposits)
- [Integrations](https://success.gotab.io/knowledge/integrations?hsLang=en#main-content)

    - [7Shifts](https://success.gotab.io/knowledge/integrations?hsLang=en#7shifts)
    - [Quickbooks](https://success.gotab.io/knowledge/integrations?hsLang=en#quickbooks)
    - [Klaviyo](https://success.gotab.io/knowledge/integrations?hsLang=en#klaviyo)
    - [BarTrack](https://success.gotab.io/knowledge/integrations?hsLang=en#bartrack)
    - [Restaurant 365](https://success.gotab.io/knowledge/integrations?hsLang=en#restaurant-365)
    - [meez](https://success.gotab.io/knowledge/integrations?hsLang=en#meez)
    - [OpenTable](https://success.gotab.io/knowledge/integrations?hsLang=en#opentable)
    - [OpenPhone](https://success.gotab.io/knowledge/integrations?hsLang=en#openphone)
- [Managing Your Tabs](https://success.gotab.io/knowledge/managing-your-tabs?hsLang=en)
- [Inventory](https://success.gotab.io/knowledge/inventory?hsLang=en)
- [User Experience](https://success.gotab.io/knowledge/user-experience?hsLang=en#main-content)

    - [Set Up](https://success.gotab.io/knowledge/user-experience?hsLang=en#set-up)
    - [Ordering](https://success.gotab.io/knowledge/user-experience?hsLang=en#ordering)
    - [Open Tabs](https://success.gotab.io/knowledge/user-experience?hsLang=en#open-tabs)
    - [Shared Tabs](https://success.gotab.io/knowledge/user-experience?hsLang=en#shared-tabs)
    - [Easy Tab](https://success.gotab.io/knowledge/user-experience?hsLang=en#easy-tab)
    - [Payment](https://success.gotab.io/knowledge/user-experience?hsLang=en#payment)
    - [Customer Accounts](https://success.gotab.io/knowledge/user-experience?hsLang=en#customer-accounts)
- [Cart Rules, Segments & Loyalty/Memberships](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#main-content)

    - [Discounts](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#discounts)
    - [Control Customer Groups](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#control-customer-groups)
    - [Coupons](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#coupons)
    - [Fees](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#fees)
    - [Segments](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#segments)
    - [Loyalty & Memberships](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#loyalty-memberships)
- [Manager Dashboard](https://success.gotab.io/knowledge/manager-dashboard?hsLang=en#main-content)

    - [Reports](https://success.gotab.io/knowledge/manager-dashboard?hsLang=en#reports)
    - [Location Settings](https://success.gotab.io/knowledge/manager-dashboard?hsLang=en#location-settings)
    - [Finance & Accounting](https://success.gotab.io/knowledge/manager-dashboard?hsLang=en#finance-accounting)
    - [Labor Management](https://success.gotab.io/knowledge/manager-dashboard?hsLang=en#labor-management)
- [Pack & Route](https://success.gotab.io/knowledge/pack-route?hsLang=en)
- [GoTab Apps](https://success.gotab.io/knowledge/gotab-apps?hsLang=en)
- [GoTab Marketplace](https://success.gotab.io/knowledge/gotab-marketplace?hsLang=en#main-content)

    - [Remittances](https://success.gotab.io/knowledge/gotab-marketplace?hsLang=en#remittances)
    - [Shared Menus](https://success.gotab.io/knowledge/gotab-marketplace?hsLang=en#shared-menus)
- [Product Spotlight](https://success.gotab.io/knowledge/product-spotlight?hsLang=en)
- [GoTab Manager Dashboard Announcements](https://success.gotab.io/knowledge/gotab-manager-dashboard-announcements?hsLang=en)

[![Chill listening crop-3](https://success.gotab.io/hs-fs/hubfs/Dark%20Orange%20Logo-01.png?width=66&height=23&name=Dark%20Orange%20Logo-01.png "Chill listening crop-3")](https://gotab.io/en)

GoTab Help Center

Copyright © 2026, GoTab Inc