Adding Your Member to a Ticket in Toast, Allowing them to Pay from their Phone

Leverage this guide to train your employees how to add a member to a check when using Toast.


After adding the member's initial items (or you can open the check direclty), you want to tap on the Rewards button.  Then click on the Look Up Customer button to bring up the search menu.  

Please note, you may need to scroll in your menu to get to this option.

Click on the Lookup button to search for a member (if you know the member's membership ID, you can also type it in and click on Done.

Type in the member's name, email address or phone number and click Go.

You will now see all members matching your entry.

Select the member you want to assign the order to and click on Done.

This will then display the member's profile.

In some cases, you may see available offers like their Member Discount.

When redeeming an offer, we suggest you apply this after all items are ordered.  But don't forget to apply to ensure the member receives their discount.

Upon clicking Next, you will notice the loyalty member is attached in the upper left hand corner.

You can view their profile or switch to a different customer by clicking on the Loyalty #****106855 link.

Once added to the order, the member is now able to see this directly within their member portal (either on their main dashboard or at /account/orders).

They can add a tip which will update in Toast (we default to 20%).

Members can enter a new payment method or thier preferred payment on file is pre-selected.

Members can preview thier order details before confirming thier payment.

The system will automatically use your Toast payment processor to finalize the order.  Please note that you can ONLY close out Toast orders to their payment processor.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Managing Tax Rules, Chart of Accounts G/L and Cost Centers in Finance and Accounting

Manage your Tax Rules, G/L and Cost Center associated with your products and services to be leveraged for syncing with external accounting systems.

Posted January 13, 2025

Configure Salto to Work with Peoplevine Check-In

Follow these steps to configure your Salto to auto Check-In members when they use a Salto keycard.

Posted January 12, 2024

Detailed Member Statements & Billing

Unveiling Peoplevine's Member Statements & Billing feature: a comprehensive tool ensuring utmost transparency, simplicity, and efficiency in every financial transaction for both members and operators.

Posted September 28, 2023

New and Improved Timeline View

Dive into Peoplevine's My Schedule Timeline View: a feature designed to bring unmatched convenience and clarity to members' and guests' schedules, centralizing everything from dining to events.

Posted September 28, 2023

Spa & Wellness Booking with Book4Time Integration

Experience the perfect synergy of Peoplevine and Book4Time: a collaboration that transforms spa and wellness bookings, merging front-end engagement with backend efficiency.

Posted September 28, 2023

Going Global

Discover how PeopleVine's "Global Network" solution is set to revolutionize the hospitality industry by unifying brand experiences across multiple properties, whether globally or within a local region, offering members a seamless digital experience and granting operators unparalleled insights.

Posted September 28, 2023

Override the Guest Pass E-mail with Template

You can replace the e-mail sent to a guest when a guest pass is issued while retaining the necessary links to ensure they can activate it.

Posted September 27, 2023

Transaction Reporting has an Upgrade

We updated the Transaction Reporting screen to provide you with the data necessary to provide a glimpse at your revenue and the necessary data to audit your financials.

Posted September 7, 2023

You Can Set the Time to Process Authorizations

When a charge is processed through your POS, the charge may be Authorized until we capture the tip or at the end of day to handle refunds or changes. In this case, you can now set the time as to when we will process your authorizations.

Posted August 28, 2023

Adding Your Alliants Integration

Follow these steps to connect Peoplevine with your Alliants account for messaging.

Posted August 28, 2023

Setup Your Membership Tiers Based on Age

You can enable your membership tier to be for members between certain ages, when they past that age, they will automatically migrate to the next age tier.

Posted August 22, 2023

Follow these steps to update your Twilio settings to ensure delivery

This article will overview how to setup your brand and campaigns for broader/better delivery.

Posted August 10, 2023

© Peoplevine 2025. Powered by PeopleVine. Terms of use | Privacy & cookies