Subscriptions overview

Note

You must have the 4.11 House Accounts permission to use the subscriptions feature. For more information, see Web setup access permissions.

The subscription feature allows restaurants to set up curated subscription plans for their products. For example, you can create a subscription plan for a monthly whiskey tasting or for a quarterly matcha delivery. Subscription plans benefit guests by providing uninterrupted access to products, and it benefits restaurants by providing predictable recurring revenue and strengthening brand and customer loyalty.

You can view and manage your subscription plans on the Subscription plans page in Toast Web. Go to Payments > Payment methods > Subscription plans to open the Subscription plans page.

On the Subscription plans page, you can:

  • Create a new subscription plan

  • View all your subscription plans or filter them by status

    • Active

    • Paused

    • Inactive

  • View a summary of your subscription plans, including:

    • Total number of active subscribers

    • Total amount of recurring revenue

    • Percentage of churned subscribers

  • View subscription plan details including:

    • Subscription plan name

    • Status of subscription

      • Active

      • Paused

      • Inactive

    • Price of the subscription plan

    • Billing frequency for the subscription plan

      • Daily

      • Bi-weekly

      • Monthly

      • Quarterly

      • Annually

    • Subscription plan end date (if applicable)

    • Subscription plan’s URL link to view its website URL

Shows the Subscription plans page in Toast Web.

Viewing subscription plan details

To view subscription plan details, select the subscription plan on the Subscription plans page. This opens the Subscription plan page. On the Subscription plan page, you can view subscription plan details and complete the following actions:

  • Access Settings

  • Add a new subscription plan

  • Invite a guest to the subscription plan

  • View the number of active subscribers

  • View the recurring revenue

  • View the churn rate

  • View subscription plan details

    • Subscription plan price

    • Subscription plan billing frequency

    • Subscription plan website URL

    • Copy the subscription plan website URL

  • Search for a subscriber

  • Download a .CSV file of your subscription plan subscribers

  • View subscriber details, including:

    • The date the subscriber joined the subscription plan

    • The status of the subscriber

      • Active

      • Canceled

      • Paused

      • Payment failed

    • The next subscription plan payment date

Shows the Subscription plan page in Toast Web.

Managing subscription plan settings

To manage or change your subscription plan’s settings, select the Settings button at the top of the Subscription plan page. This opens the Settings page. On the Settings page, you can:

  • Manage subscription plan availability

    • Enable the Accept new subscribers for this subscription setting

  • Update subscription plan basics

    • Change the subscription plan name

    • Change the subscription plan price

    • Choose if the subscription plan will charge tax

    • Choose the subscription plan billing frequency

    • (Optional) Choose if the subscription plan is a limited time plan

  • Update subscription plan benefits

    • Add or update existing benefits

    • Choose if pickup is required for the subscription plan

    • Choose if you want to collect subscriber addresses for shipping and mailing purposes

      Note

      If you enable this setting, new subscribers must provide their mailing address when they subscribe to your plan. The subscriber's address is displayed on the Subscriber page.

    • Apply a discount to the subscription plan

  • Manage subscriber access and control

    • Choose how many days a subscriber has to resolve a failed payment

    • (Optional) Choose if there is a maximum subscriber count

    • (Optional) Choose to allow subscribers to skip upcoming payments

  • Edit subscription plan website content

    • Edit the subscription plan description

    • Manage subscription plan images

    • Edit subscription plan details

    • Edit subscription plan FAQs

    • Manage subscription plan website styling

  • Manage subscription plan reporting

    • Select a revenue center

    • Select a sales category

    • Define Guestbook guest segment information, including:

      • Guest segment name

      • Icon

      • Short code

      • Tag color

  • Share your subscription plan

    • Copy a link to the subscription plan website

    • Select a link to open the Toast email marketing product website

    • Download a scannable QR code for your subscription plan

Select the Save button to save your changes.

Adding a new subscription plan

Note

Currently, you can only create one new subscription plan at a time.

You can choose to add a new subscription plan by selecting the Add new button on the Subscription plan page. From the dropdown menu, select the Subscription plan button to open the Toast Subscription plan page where you can configure a new subscription plan or continue editing a subscription plan.

Inviting a new subscriber

You can choose to invite a new subscriber by selecting the Add new button on the Subscription plan page. From the dropdown menu, select the Subscriber button to open an invitation dialog. In the invitation dialog, enter the guest’s email and select the Invite button to send the invitation.

Managing subscriber details

From the Subscription plans page, you can view and manage subscriber details. Select the subscriber name to open the Subscriber page. On the Subscriber page, you can:

  • View the subscription plan start date for the subscriber

  • View an overview of subscription plan details, including:

    • Subscription plan name

    • Subscription plan status

    • Next subscription plan payment date

    • Subscriber number

  • View subscriber contact information, including:

    • Subscriber phone number

    • Subscriber email address

    • Subscriber address if the subscription plan collects addresses

    • Access to the Edit link

  • View subscription plan billing details, including:

    • Subscription plan price

    • Next subscription plan payment date

    • Subscription plan billing cycle

    • Payment method linked to the subscription plan

    • Link to send an email to the subscriber to update their payment method

  • View subscriber billing history, including:

    • Date of last payment

    • Payment method

    • Amount paid

    • Payment status

Shows the Subscriber page in Toast Web.
Editing subscriber contact information

Important

Only subscribers can edit their phone number or email address as updating the information requires two-factor authentication (2FA).

To edit subscriber contact information, go to the Subscriber page in Toast Web. Select the Edit link in the Contact information section to open the Edit contact information dialog where you can edit:

  • Subscriber first name and last name

  • Subscriber number

Select the Save button to save your changes.

Shows the Edit contact information dialog in Toast Web.