Get Started With Subscription Plans

Last updated: Jul 31, 2026, 3:22 PM

Learn how to set up subscription plans for recurring offerings like a mug club, wine club, or seasonal access pass.

In this Article:

 

Before You Begin and Subscription Plan Overview

Applies to: Toast Web, Toast POS

 

Permissions needed:

  • 4.11 House Accounts
  • Access to the Finance section in Toast Web

 

What you'll accomplish: Create a subscription plan, publish a subscription plan website where guests can sign up, and identify active subscribers on the POS and in the Guestbook.

 

Subscription plans let you offer curated, recurring plans such as a cigar locker rental, a monthly mug club, or a 7-day access pass. Subscribers get uninterrupted access, and your restaurant earns predictable recurring revenue while building brand and customer loyalty.

 

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Build Your Subscription Plan

Step 1: Setup your subscription plan

To start a new plan, navigate to Finance > Payments > Subscription Plans. Select the Create subscription button.

 

Once you have selected Create subscription, complete the following:

  • Enter a name for the subscription plan.
  • Set the price for the subscription plan.
  • Choose whether the plan will charge tax. If it will, choose a tax rate.
    • Note: You can choose more than one tax rate.

 

Select Continue to move to the next page where you will describe your plan benefits.

 

Step 2: Describe the plan benefits

On this page, complete the following:

  • List the subscription plan benefits.
  • Choose whether pickup is required for the plan.
  • Choose whether to collect subscriber addresses for shipping and mailing.

 

Select Continue to move to the next page where you will set your billing date and frequency.

 

Step 3: Subscription plan billing

On this page, determine billing frequency, and billing date.

 

You can bill on each subscriber's signup anniversary, or align every subscriber to the same billing cycle by choosing a specific day. Weekly and biweekly plans use a day of the week; monthly and longer plans use a calendar date.

 

For example, if you choose to set your billing frequency to every three months and you choose a start date of January 1st, your guests will be billed on January 1st, April 1st, July 1st, and October 1st.

 

Select Continue to move to the next page.

 

Step 4: Subscriber management

On this page, complete the following:

  • Choose how long subscribers have to resolve a failed payment before their subscription is canceled.
  • Choose when subscribers can cancel their subscription.
  • Choose whether to set a maximum subscriber count.
  • Choose whether to allow subscribers to skip upcoming payments.

 

Select Continue to move to the next page where you will set identification tags for your subscribers to ensure your staff recognize subscribers.

 

Step 5: Subscriber identification

Subscriber identification is what lets your staff recognize an active subscriber on the POS. On this page, complete the following:

  • Add a guest tag and color.
  • Add a subscriber icon.
  • Add a subscriber short code.
  • Choose where the tag is visible at one location or all locations.

 

Select Continue to move to the next page to set up reporting.

 

Step 6: Set up reporting

On this page, you can assign a revenue center and sales category to help you maintain accurate reporting for your subscriptions.

 

Step 7: Review Your Subscription Plan

Next, a preview of your subscription plan is displayed. Confirm that the plan details are correct, then select Next: Customize website to begin setting up your subscription plan website.

 

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Create Subscription Website

Your subscription plan website is where guests find your plans and subscribe. After you create your plan following the steps above, customize the website on the Toast Subscription Plan website page. You can preview your website on the right hand side of the screen as you make edits.

 

Write a description of your plan and benefits, add images (Note: one image is required), and list up to three frequently asked questions about your plan to ensure guests have all the information they need before signing up for a subscription.

 

You can also add optional information about your plan, such as:

  • Important dates, for example pickup windows or dates for special events.
  • Additional notes, for example age restrictions, special instructions, or allergen notes.

 

You can customize the subscription plan website further to match your brand's style by choosing fonts, colors, button shapes, and more.

 

Once your Subscription Plan website has been customized to your needs, select Save and continue to open the Review page, where you can review the look of your website before you publish it.

 

To publish, select Finish and launch. The new page will display:

  • A link to the newly created subscription plan website.
  • A button to send an email to your guests about the website.
  • Links to social media platforms.
  • A download button for a scannable QR code.

 

Note: You can add the subscription plan website link to your Toast website like any other URL. To learn more, see Optimize Toast Websites.

 

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Identify Subscribers on the POS

The guest tag, color, icon, and short code you added in Step 5: Subscriber identification let you recognize active subscribers on the POS. When you look up a guest on the Guest search screen, their subscription plan tags appear in the guest profile.

 

Note: Pending and inactive subscribers do not appear in search results.

 

To find a guest and add them to an order:

  1. On the Toast POS home screen, select an order screen.
  2. Select the overflow menu.
  3. Select Customer info to open the Guest search screen.
  4. Search for the guest by phone, name, email, or house account.
  5. Select the search result to open the guest profile. The profile shows subscription plan tags, phone number, email, guest notes, address, order history, and order summary, along with an Edit customer button and a Select button.
  6. Select Select to attach the guest profile to the order.

 

The guest profile is attached to the order, and guest details appear on the order details pane.

 

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View Subscribers in the Guestbook

From the Guestbook page in Toast Web, you can filter guests by subscription plan.

  1. Access Toast Web.
  2. Navigate to Guests > Guestbook.
  3. Select the More filters link to open the filter pane.
  4. In the Subscription plans section, select the arrow to open the dropdown menu.
  5. Select the subscription plans to filter by. You can select any number of plans.

 

The Guestbook page displays all matching guests. For more on guest data, see Access Your Guest Data With Guestbook.

 

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Frequently Asked Questions

How many subscription plans can I have active at once?

You can have as many active subscription plans as you want, but you can only have one draft plan at a time. A guest can subscribe to a given plan only once, but they can join as many different plans as you offer.

 

Also asked as:

  • Can I run more than one subscription plan?
  • How many plans can I create?
  • Can a customer join multiple plans?

 

Can I market to my subscribers?

Yes, you can market to your subscribers using subscriber tags in the Guestbook. Dynamic segments are not available at this time.

 

Also asked as:

  • Do subscription plans work with marketing?
  • Can I email my subscribers?

 

How does the subscription plan website work with my existing Toast website?

Your subscription plan website works alongside your existing Toast website. Toast builds the subscription site as part of plan setup, and at the end of setup you receive a URL. You can add that URL to your Toast website like any other link.

 

Also asked as:

  • Is the subscription site separate from my website?
  • How do I add the subscription plan page to my site?

 

Can I offer a mug club, wine club, or coffee club?

Yes, you can offer a mug club, wine club, coffee club, or similar recurring plan. Set your dues as the plan price, choose the billing frequency, and add a subscriber tag so staff can look up members on the POS.

 

Also asked as:

  • Can I do a monthly membership?
  • Can I charge a recurring membership fee?
  • Can I set up a members-only club?

Can I limit how many guests subscribe to a plan?

Yes. When you create your subscription plan, you can optionally set a maximum subscriber count.

Can subscribers skip an upcoming payment?

Only if you allow it. When you create your subscription plan, you choose whether subscribers are allowed to skip upcoming payments.

Where can I see who's currently subscribed?

You can identify subscribers on the POS by searching for the guest in Guest search, and you can filter your full guest list by subscription plan in Guestbook.

Also asked as:

  • How do I see my subscribers?
  • Who signed up for my plan?

 

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