Membership
Table of Contents
Manage member information and order history
Learn how to manage member information and check member activity on the Eats365 POS or on the Merchant Portal.
When a customer signs up for a restaurant’s membership program, customer information, as well as, the customer’s order history are saved on the system. This information can be used to to track the number of points earned and credits spent by the member, analyze customer spending habits, and identify menu Item strengths.
In this article, you’ll learn how to manage member information, check the member’s order history, and get an analysis of a member’s spending habits.
Update member information
To update member information, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top right, tap Member
. - Enter the phone number, first name, or last name of the member.
- Tap Search.
- Select the member with the information that you want to update.
- At the top right, tap Edit.
- Select the information that you want to update. Then, enter the updated information.
Note: You can only update the member’s name, email address, birthday, and gender from the POS. To update the member’s phone number, use the Merchant Portal.
- At the top right, tap Save to confirm changes.
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 Customer List. A list of all current member records is displayed on the screen.
- Click on the name of the member that you want to update.
Tip: Alternatively, you can search for the name of the member from the search tab. - The screen redirects to the member’s profile. Under Customer Info, select the information that you want to update. Then, enter the updated information.
- At the bottom, click on Save to confirm changes.
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 Customer List. A list of all current member records is displayed on the screen.
- Click on the name of the member that you want to update.
Tip: Alternatively, you can search for the name of the member from the search tab. - The screen redirects to the member’s profile. Under Customer Info, select the information that you want to update. Then, enter the updated information.
- At the bottom, click on Save to confirm changes.
Check order history
The member’s order history allows you to check the member’s previous transactions on the Eats365 POS.
To check the member’s order history, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top right, tap Member .
- Enter the phone number, first name, or last name of the member.
- Tap Search.
- Select the member that you want to check the order history.
- Tap Order History.
You can then check the member’s order history. From the order history, you can also quickly add the customer’s previous orders to a new order. For more information on how to reorder past orders, refer to Use member order history to reorder.
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. A list of all current member records is displayed on the screen.
- Click on the name of the member that you want to check the order history.
Tip: Alternatively, you can search for the name of the member from the search tab. The screen redirects to the member’s profile. - Click on Order History. The customer’s past transactions are displayed on the screen.
Tip: To check a past order’s full transaction details, click on the Order Number of the transaction that you’d like to review. - You can also add the order to a revenue center. To do so, under Revenue Center, click on Edit
. Then, select a revenue center. - Click on Update to confirm changes.
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 Customer List. A list of all current member records is displayed on the screen.
- Click on the name of the member that you want to check the order history.
Tip: Alternatively, you can search for the name of the member from the search tab. The screen redirects to the member’s profile. - Click on Order History. The customer’s past transactions are displayed on the screen.
Tip: To check a past order’s full transaction details, click on the Order Number of the transaction that you’d like to review. - You can also add the order to a revenue center. To do so, under Revenue Center, click on Edit
. Then, select a revenue center. - Click on Update to confirm changes.
Check Accumulated Points
From the membership page, you can check the number of accumulated points earned by a member.
Tip: Points are earned upon fulfillment of conditions set on a membership plan.
To check the member’s accumulated points, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top right, tap Member .
- Enter the phone number, first name, or last name of the member.
- Tap Search.
- Select the member.
On the Overview tab, you’ll find the total accumulated points of the member, and the number of points needed to upgrade to a higher membership plan.
Note: The option to upgrade is only available if the member is on a Tier Plan.
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, Customer List.
- Select the member from the list.
On the Customer Detail, you’ll find the member’s accumulated points listed under Eats365 Acc points.
Note: Depending on the name you set for accumulated points, the accumulated points name varies.
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, Customer List.
- Select the member from the list.
On the Customer Detail, you’ll find the member’s accumulated points listed under Eats365 Acc points.
Note: Depending on the name you set for accumulated points, the accumulated points name varies.
Check member points
To check the member’s total points, follow the steps below:
Eats356 POS
- Log in to the Eats365 POS.
- At the top right, tap Member .
- Enter the phone number, first name, or last name of the member.
- Tap Search.
- Select the member.
On the overview tab, you’ll find the member’s total points listed under Eats365 points.
Note: Depending on the name you set for point balance, the member points name varies.
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, Customer List.
- Select the member from the list.
On the Customer Detail, you’ll find the member’s accumulated points listed under Eats365 Points.
Note: Depending on the name you set for point balance, the member points name varies.
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, Customer List.
- Select the member from the list.
On the Customer Detail, you’ll find the member’s accumulated points listed under Eats365 Points.
Note: Depending on the name you set for point balance, the member points name varies.
Check member credit balance
You can check the member’s credit balance from the membership page, upon payment, or on the Merchant Portal.
To check a member’s credit balance, follow the steps below:
Membership
- Log in to the Eats365 POS.
- At the top right, tap Member .
- Search for the member’s account.
On the overview page, you’ll find the member’s total credit balance listed under Eats365 Credit.
Note: Depending on the name you set for credit balance, the credit balance name varies.
Payment
To check the member’s credit balance on the payment page, from the member’s order, tap Pay. At the top left of the payment page, you’ll find the member’s credit balance listed before the order details.
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, Customer List.
- Select the member from the list.
On the Customer Detail, you’ll find the member’s total credit balance listed under Eats365 Credit.
Note: Depending on the name you set for credit balance, the credit balance name varies.
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, Customer List.
- Select the member from the list.
On the Customer Detail, you’ll find the member’s total credit balance listed under Eats365 Credit.
Note: Depending on the name you set for credit balance, the credit balance name varies.
Analyze member’s spending habits
When a member is added to an order on the Eats365 POS, the system can create an analysis of the customer’s spending habits.
To check the analysis of a member’s spending habits, 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 Customer List. A list of all current member records is displayed on the screen.
- Click on the name of the member that you want to check the analysis of spending habits.
Tip: Alternatively, you can search for the name of the member from the search tab. The screen redirects to the member’s profile. - Click on Analytics. The analysis summarizes the member’s spending habits by showing a list of the member’s previously ordered items and the quantity sold.
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 Customer List. A list of all current member records is displayed on the screen.
- Click on the name of the member that you want to check the analysis of spending habits.
Tip: Alternatively, you can search for the name of the member from the search tab. The screen redirects to the member’s profile. - Click on Analytics. The analysis summarizes the member’s spending habits by showing a list of the member’s previously ordered items and the quantity sold.
Clear a member’s record
Important: Clearing a member’s record doesn’t delete the member from the customer list. Only the member’s information gets cleared. It doesn’t clear the member’s order history and related analytics.
To clear a member’s record, 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 Customer List. A list of all current member records is displayed on the screen.
- Click on the name of the member that you want to clear customer information.
Tip: Alternatively, you can search for the name of the member from the search tab. The screen redirects to the member’s profile. - Click on Clear Record. A prompt appears to ask if you want to clear the customer record.
- Click on OK to continue.
The screen redirects to the Customer List page. The member is still included in the list but the First and Last Name is no longer recorded 
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 Customer List. A list of all current member records is displayed on the screen.
- Click on the name of the member that you want to clear customer information.
Tip: Alternatively, you can search for the name of the member from the search tab. The screen redirects to the member’s profile. - Click on Clear Record. A prompt appears to ask if you want to clear the customer record.
- Click on Confirm to continue.
The screen redirects to the Customer List page. The member is still included in the list but the First and Last Name is no longer recorded.