Memberships: Overview

Memberships were previously called "Subscriptions"

Added Module - Incorporating Memberships into your loyalty program requires an app update. Please contact your account representative for guidance on the features of the Memberships module and how to get started with adding this to your loyalty program.

Overview

Punchh Memberships allows your business to run a program on top of your core loyalty module, wherein guests can purchase one or more Memberships to get access to member-only perks such as attractive discounts on popular items or entire transactions. Apart from generating upfront revenue for your business, Punchh Memberships nurture loyalty, engagement, and retention.

The product offers analytics, segmentation, guest communication, and customer relations support out of the box, which allows you to take full advantage of the product and get creative with your offerings.

Currently, Punchh supports the following discount offerings, which provide guests with different types of benefits by subscribing to a plan:

  • % and $ Off (Menu Item Discount): A popular use case, this discount type allows your business to slash the price for a specific Menu Item, Menu Item Group, or Menu Item Family. E.g. A restaurant could create a Membership program for its popular menu item and allow subscribers to purchase the same at a discounted price while non-subscribers pay the standard price.
  • % and $ Off (Receipt Level Discount): Another popular use case, this discount type allows your business to discount the entire check by a certain % or flat $ amount. E.g. Businesses could run a high-value monthly Membership plan, using which guests can get all their transactions in a month discounted by 10%. The discounting engine supports exclusions out of the box so if you don’t want to include Alcohol purchases in the discount amount, you can easily configure the Discounting Rule to do so.
  • Rate Rollback: Commonly used in the Convenience Store vertical (but not limited to it), this discount type allows your business to reduce the per unit price of a Menu Item. E.g. A convenience store could reduce the price of fuel per gallon for its members while non-subscribers purchase it at the standard price.

System Requirements

Requirement Memberships / Subcriptions plus Scan and Pay
POS Support
  • POS update required to read Membership details​ as part of Scan and Pay flow
Payment Gateway
  • PAR Pay Gateway
  • Heartland
Mobile
  • Punchh V3.5.0+
  • APIs available
Payment Processor If using PAR Pay:
  • PAR Payment Services
  • First Data
  • World Pay (Vantiv)
  • TSYS
  • Elavon
  • Chase Paymentech

Platform Features

By including Memberships in your business you have access to several additional features within the platform. Click the following links for more details about each feature.

  • Membership Plans: The Membership Plans page (Wallet and Passes > Membership Plans) is your home base for creating and managing all the plans your brand offers.
  • Guest Profile: Memberships: The Memberships tab (Guests > 'guest's name' > Memberships)  in the guest profile shows the Membership plan details for the guest. This page also allows admins to cancel a guest's Membership as needed.
  • Membership Analytics: The Membership Analytics ( Wallet and Passes > Membership Analytics) page provides your business with key insights and data on your Membership service.
  • Membership Log: The Membership Log (Diagnostic > Membership Log) page allows you to view Membership purchases, cancellations, and renewals from the last 90 days. You can also search for specific guests by their name or email.
  • System Messages: Memberships: The Membership System Message tab (Loyalty Program > System Messages > Membership Templates) allows you to create and customize communication sent to guests about their Membership status as they purchase, renew, or cancel their plan.
  • Membership Cancellation Reasons: The Membership Cancellation Reasons (Wallet and Passes > Membership Cancellation Reasons) page allows you to control what cancellation reasons are provided to the guest so that you can keep track of why different guests are canceling their Memberships.

Guests are able to purchase and auto-renew their Membership plans via a saved credit or debit card within the app.

Example Membership Plans with Basic Configuration

Below are three Membership plan example as well as their basic setup within the Punchh Platform. Configuring a Membership plan is divided into three steps, Plan Details, Benefits & Rules, and Schedule. For a detailed step-by-step on how to step up your Membership plan, as well as further examples, see Membership Plan.

I Love Pizza Membership
  • Membership Price: $9.99
  • Membership Validity: 30 Days
  • Offering: 30 Medium Size Pizzas discounted by 10% | Redeemable Once Per Day
  • Plan Starts: January 1st 2023 | Plan ends: December 31st 2023
  • Plan Renews Every 30 days | 2 Days in Advance Of Expiring Membership | Two Renewal Reminders Triggered 7 and 5 days ahead of Renewal

Step 1: Plan Details

Name: I Love Pizza

Price (Business Currency): 9.99

Validity (Days): 30

Step 2: Benefits & Rules

Discount Type: % or $ Off

Discounting Rule: “I Love Pizza Membership Discounting Rule”

Discount Limit: 30

Discount Amount: 10.0

Global Benefit Redemption Throttling: ON

Limit overall benefit redemption to 1 time(s) every 1 day(s)

Qualification Criteria Set up for “I Love Pizza Membership Discounting Rule”

Percentage of Processed Amount: 10.0

Processing Function: Sum of Amounts Incremental

Line Item Filters: Medium Pizza, Maximum Unit Price, Qty: 1

Item Qualifiers: Line Item Exist, Medium Pizza

Step 3: Schedule

Start Date & Time: 2023-01-01 12:00 AM

End Date & Time: 2023-12-31 11:59 PM

Plan Renews 2 days ahead of the expiring Membership

Advanced renewal days: 2

Start Time: 05:00 AM

Two Reminders sent 7 and 5 days ahead of renewal

First renewal reminder days: 7

Second renewal reminder days: 5

Super Value Membership
  • Membership Price: $ 24.99
  • Membership Validity: 30 Days
  • Offering: 10% discount on the entire receipt amount (capped at $20) | Redeemable Once Per Day
  • Plan Starts: January 1st 2023 | Plan ends: December 31st 2023

Step 1: Plan Details

Name: Super Value Membership

Price (Business Currency): 24.99

Validity (Days): 30

Step 2: Benefits & Rules

Discount Type: % or $ Off (Receipt Level Discount)

Discounting Rule:Super Value Membership Discounting Rule”

Discount Limit: 30

Discount Amount: 10.0

Global Benefit Redemption Throttling: ON

Limit overall benefit redemption to 1 time(s) every 1 day(s)

Qualification Criteria Set up for “Super Value Membership Discounting Rule

Amount Cap: 20.0

Percentage of Processed Amount: 10.0

Processing Function: Sum of Amounts

Step 3: Schedule

Start Date & Time: 2023-01-01 12:00 AM

End Date & Time: 2023-12-31 11:59 PM

Plan Renews 2 days ahead of the expiring Membership

Advanced renewal days: 2

Start Time: 05:00 AM

Two Reminders sent 7 and 5 days ahead of renewal

First renewal reminder days: 7

Second renewal reminder days: 5

Mileage Membership
  • Punchh Memberships support Tiered Discounting using which businesses can reduce offered discounts after a guest crosses a specific threshold
  • Membership Price: $9.99
  • Membership Validity: 30 Days
  • Offering: 60 gallons of fuel discounted at 20 cents per gallon | 5 cents Off per gallon post the 60-gallon limit
  • Plan Starts: January 1st 2023 | Plan ends: December 31st 2023

Step 1: Plan Details

Name: Mileage

Price (Business Currency): 9.99

Validity (Days): 30

Step 2: Benefits & Rules

First Discounting Rule to roll back the price of each gallon by 20 cents up to 60 Gallons

Discount Type: Rate Rollback

Discounting Rule:Milage Plan First Discounting Rule”

Discount Limit: 60

Discount Amount: 0.2

Qualification Criteria Set up for “Milage Plan First Discounting Rule

Processing Function: Rate Rollback

Unit Discount: 0.2

Line Item Filters: Fuel (Final)

Second Discounting to roll back the price of each gallon by 5 cents up to 10000 Gallons

Discount Type: Rate Rollback

Discounting Rule:Milage Plan Second Discounting Rule”

Discount Limit: 10000

Discount Amount: 0.05

Qualification Criteria Set up for “Milage Plan Second Discounting Rule

Processing Function: Rate Rollback

Unit Discount: 0.05

Line Item Filters: Fuel (Final)

Step 3: Schedule

Start Date & Time: 2023-01-01 12:00 AM

End Date & Time: 2023-12-31 11:59 PM

Plan Renews 2 days ahead of the expiring Membership

Advanced renewal days: 2

Start Time: 05:00 AM

Two Reminders sent 7 and 5 days ahead of renewal

First renewal reminder days: 7

Second renewal reminder days: 5