How to Set Up Memberships to Work with Toast

Push membership payments to your Toast POS so you can refund those payments in Toast, in store or by signing in to your Toast account.

Some of this setup is done in Toast. The rest is done in TapMango.

Before you start

In Toast

Sign in at https://www.toasttab.com/login.

The item name in Toast must match the membership name in TapMango exactly, including spelling, capitalization, punctuation, and spacing. Any mismatch will cause the payment to fail.

For example, Gold Membership and Silver Membership should appear with those exact names on the Toast menu and in the TapMango membership overview.

On each Toast item, set the same price and tax rate as the matching membership in TapMango. The payment will fail if they do not match. Always choose Base Price as the Price Strategy.

In TapMango

Contact Support and ask them to configure Spreedly Payments:

• Phone 1-855-208-0020
• Email support@tapmango.com
• Start a chat at https://portal.tapmango.com/Contact/Index

After the Toast menu item exists and its name matches the membership name exactly, reimport your POS data in TapMango.

Refund membership payments in Toast

Refund membership payments in Toast, in store or by signing in to your Toast account.

For more detail, see Toast’s help article on how to issue a refund.