Membership
Table of Contents
Create a new member
Learn how to add a new member on the Eats365 POS or on the Merchant Portal.
Restaurants may offer membership programs that allow them to record customer information, which can be used to analyze customer spending habits and identify menu Item strengths. Additionally, potential members can benefit from restaurant promotions that the restaurant may offer as an exclusive benefit.
Add a new member
To create a new member, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- On the order-taking screen, tap Add Customer
.
- Tap Create Member.
- Enter the necessary customer information.
- At the top right, tap Done to confirm.
Once the customer’s information has been successfully recorded, the customer can then be added to orders as a member. To learn more about adding a member to orders, refer to Add a member to an order.
DeleteMerchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on CRM. Then, select Customer List.
- At the top right, click on +Customer.
- Enter the necessary customer information.
Note: First name, Last name, Phone number, and Gender are required information.
- At the bottom, click on Create.
Once the customer’s information has been successfully recorded, the customer can then be added to orders as a member. To learn more about adding a member to orders, refer to Add a member to an order.
DeleteMerchant 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. Then, select Customer List.
- At the top right, click on +Add Customer.
- Enter the necessary customer information.
Note: First name, Last name, Phone number, and Gender are required information.
- Click on Save to confirm.
Once the customer’s information has been successfully recorded, the customer can then be added to orders as a member. To learn more about adding a member to orders, refer to Add a member to an order.
DeleteImport customer list
You can also import member information, so you can conveniently add multiple member information to the customer list.
To import member information, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on CRM. Then, select Import Customer.
- At the top right, click on Import.
- On the Import Customer List screen, you’ll find the steps to import. Follow the on-screen instructions.
Once done, click Submit.
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. Then, select Import Customer.
- At the top right, click on Import Customer List.
- On the Import Customer List screen, you’ll find the steps to import. Follow the on-screen instructions.
Once done, click Submit.