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

-Navigate to the Memberships Page 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

-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

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

-Set the Rewards for your program.

Screenshot 2024-08-27 154943

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

-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-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

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

Screenshot 2024-08-27 175834

Coming soon: Click here for more information on selling a membership online and from your POS.

Coming Soon: Click here 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.