Add clubs, loyalty, email, and reports on top of the POS you already run.
From $49 / month. Overlay brings clubs, loyalty, email, automations and reports into one plan, with AI that drafts your emails and event pages and makes site changes from a plain-English request, for shops that run a wine club, coffee subscription, quarterly box or specialty-food allocation. Live today on Square, Shopify, and WooCommerce. Clover, Toast, Lightspeed, Zettle, BigCommerce, and Stripe adapters are in development. Your register keeps running — Overlay layers on.
Tell it what you want. It writes the email and changes the site.
Describe an email, an event or a site change in plain English. Overlay's AI drafts it from your own products and brand. You review every draft, and nothing reaches your customers until you send it.
- Starter1,000 credits, once
- Growth3,000 credits, once
- Pro4,000 credits every month
You stay in control
The AI can draft emails, club plans and event pages, and edit your site design. It cannot change your products, customers, prices or settings, and it never sends anything on its own. You copy or approve everything it writes.
Email that brings people back. A site that gets found.
Email marketing and search optimization are part of the plan, not separate subscriptions.
Three core modules, live, with sample data.
No signup, no card. Click any tab to interact — all state resets when you leave. This is the same code your tenants run; only the data is fake.
October run · Monthly Red Club
| Member | Tier | Address | Amount | Status |
|---|
Points, tiers, perks — in your voice.
Slide to simulate a member's monthly spend. Overlay credits points at your configured rate (1 pt / $1 default) and upgrades the tier when they cross a threshold. Birthday perks and referral bonuses sit on the same ledger.
- Points on every purchase
- 5% off birthday month
- Early access to drops
- Free shipping over $75
Reports. Pick a period, pick a cut.
Sales, tax, inventory, COGS, clubs, shipping — exported as CSV, XLSX, or PDF. Try switching the period below.
Several tools you may pay for one by one, in one plan.
Many shops pay separately for email, loyalty, club billing, reports and automations. Overlay includes them in one flat fee. Add up your own current bills and compare; we don't publish a competitor price list because those change.
Two months free on any plan if you pay yearly. No per-contact fees and no per-order cut. We take no markup on card processing: you pay your processor's rate.
A shorter run day, and members who keep themselves.
Overlay is the jobs an independent shop already runs manually — the subscription charge, the pickup list, the member's card update, the branded packing slip. Done for you on top of Square or Shopify, whether you're running a monthly wine club, a weekly coffee drop, or a Friday floral delivery.
The seven jobs
Club run console
One screen for the recurring run — your monthly wine club, your weekly coffee subscription, your biweekly bouquet drop: exception queue (declines, holds, address issues) at the top, one-click charge for the clean roster, packing-slip batch at the bottom. Runs against Square Invoices so the money stays where it already deposits.
Portal money tools
Every member gets a magic-link portal to update their card on file, skip a month, pause, and see store credit. No more "please email us to cancel" — the self-serve loop is built in from day one.
In-store attach
At the register, the clerk types a name or phone, hits send, and the customer gets a magic link to claim an account. Their purchase history follows. No printed sign-up sheet, no "we lost your email."
Gift membership + store credit
Buy a 3-, 6-, or 12-month club as a gift; the recipient claims it with a code, and the shop tracks the gift-vs.-paid line separately. Store credit balances live on the same member record.
Ship / pickup compliance at cart
Ship-to-state rules, age-check flags, dry-county blocks, and pickup vs. delivery all resolved in the cart — not at the truck. Fewer refused deliveries, fewer state-line surprises.
Back-in-stock waitlist
Customers join a waitlist for a sold-out item. When it comes back in stock, Overlay notifies them — gated on real POS inventory so you won't oversell. FIFO release, per-member allocation caps, and scheduled drops are in development.
Packing wave + weight check
Batched packing slips with a barcode per order, a checkbox per item (bottle, bag, bouquet), expected weight for the scale, and an ID-check banner where alcohol law requires it. The wave prints in pack order so the floor doesn't shuffle — same shape whether you're packing a monthly wine club, a weekly coffee drop, or a biweekly bouquet.
Also included
Marketing composer
Every POS customer is a subscriber from day one. Compose, segment, send. Opens, clicks, and attributed revenue roll back to the dashboard. AI marketing assistant included for first drafts.
Customer database + segments
One record per person, unified across POS and site. Top spenders, lapsed, club status. Exportable as CSV any time — always yours.
Pricing rules
Target margin, minimum dollar profit per bottle, and shelf-price format applied automatically. No more per-item spreadsheets.
Multi-user & audit log
Invite staff by email, scope their access, log every action. Revoke individuals without touching anyone else's login.
Storefront (optional)
Block-based site builder for shops that want to replace their storefront. Pulls product cards live from Square or Shopify. Keep your existing site if you prefer — Overlay runs happily as a headless layer.
Analytics + LTV cohorts
Revenue by category, top spenders, lapsed cohorts, aging inventory. The dashboards you'd otherwise pay for separately.
Set up with you.
Overlay slots into the POS you already run, so you don't have to re-train your staff.
Connect Square or Shopify
OAuth into your existing POS. One click, no dev time. If you keep your POS, your existing processor keeps taking the money and Overlay never touches deposits.
Your catalog + your members show up
Overlay pulls every product, variant, and customer automatically. Categories, images, prices, stock levels — in sync with Square or Shopify from minute one. Your existing club members import too.
Your first club cycle, together
Setup is hands-on. We stand up your run console — whether your subscription is a monthly wine club, a weekly bag of beans, or a Friday floral drop — walk the exception queue with you, print the first packing wave, and hand you a shorter run day. Then you own it.
Connects to the tools you already run
Live today: Square, Shopify and WooCommerce. Clover, Toast, Lightspeed, Zettle and BigCommerce are in development and not available yet.
Start on top of your POS. Switch completely when you choose.
Most shops begin by keeping their register and adding Overlay on top. If you later want to run the whole shop on Overlay, a checklist shows what is left first, and nothing changes until you confirm.
Early access means we turn it on shop by shop and watch the first sales with you. Ask for early access.
Flat monthly fee. No per-contact fees. No per-order cut.
Three plans, plus custom Enterprise. Every plan is month-to-month, cancel anytime — and if you leave, one click exports members, charges, and plans.
The on-ramp. Catalog, orders, customers, basic marketing, basic reports.
- What's included
- Catalog + orders + customers
- Email campaigns (basic)
- Storefront block builder
- Reports (sales, tax)
- 1,000 AI credits (one-time)
- CSV export, cancel anytime
Automations, loyalty, clubs, bundles. Our pick for most shops.
- Everything in Starter, plus
- Email automations (welcome + win-back)
- Loyalty: points + tiers + referrals
- Clubs: subscription billing + member portal
- Bundles: multi-item packages
- Customer submissions workflow
- Inventory ops (receive, write-off, recount)
- 3,000 AI credits (one-time)
SMS, workflows, scheduling, advanced reports. The power tier.
- Everything in Growth, plus
- SMS marketing (early access)
- Visual workflow builder
- Staff scheduling + time clock
- Inventory cache (POS-down tolerance)
- Advanced reporting (PDF + scheduled)
- Bounces, SEO rotator, Slack, age gate
- 4,000 AI credits / month
Need Cellar, Vault, Banking, or Payments?
Everything in Pro plus specialty modules: bottle register (Cellar), VIP drops (Vault), auto-generated P&L (Banking), merchant-of-record payments, EasyPost shipping, house accounts, gift cards, store credit. Priced per deployment.
No setup fee on any plan. We help you connect your POS and bring in your catalog and customers.
Cancel anytime. One-click export includes members, charges, and plans — Overlay never holds your data hostage.
Questions merchants actually ask.
Overlay is live today on Square, Shopify, and WooCommerce. Adapters for Clover, Toast, Lightspeed, Zettle, BigCommerce, and Stripe are in active development — if you're on one of those and want a dated ETA, email adam@offpremisechicago.com. Anything sold on your POS shows up in Overlay, and if you keep your POS, Overlay never handles the money: your existing processor keeps depositing to your bank. If you use Overlay's early-access register, card payments go through Stripe into your own Stripe account.
Yes — automatically. Every customer who's ever bought from you shows up in Overlay's database from day one. No CSV upload needed. Historical orders, spend, and category preferences come with them.
Marketing consent follows your POS's consent record — we won't email anyone who hasn't opted in.
Two paths. Keep your Shopify theme and use Overlay as the management + marketing layer — clubs, waitlist, email, analytics, all working against the same catalog while your storefront stays untouched.
Or replace it with Overlay's block-based site builder — SEO-friendly server rendering, faster load times, and a design that populates live from your POS.
Overlay is built for the shape of a small independent retailer — a few hundred to a few thousand engaged customers, one owner wearing every hat, a recurring run day (your monthly wine club, your weekly bag-of-beans drop, your Friday floral delivery). That's a market the app-store model isn't priced for.
Everything is included in the flat fee. No per-contact pricing, no per-order cut, no per-seat upsell. If you'd otherwise be paying $500+/mo for the same stack, the math is easy.
Keep it. Overlay runs happily as a headless layer — you get every operations tool (marketing, clubs, waitlist, AI, analytics, customer database) without touching your storefront. Your domain stays yours, your theme stays yours, your checkout stays yours.
You keep everything. Customers, orders, and reviews stay in your POS where they already are — Overlay doesn't hold your data hostage. Any Overlay-native data (segments, email history, club rosters, review responses) is exportable as CSV at any point, including after cancellation.
Month-to-month means month-to-month. No termination fee, no minimum commit.
You do. Every table, every row, every export. Overlay is a processor of your customer data, not a co-owner of it. We never share it with other tenants and never sell it.
Each shop's data is stored separately, and automated tests cover that separation across many modules.
Yes. Overlay honors data-access and deletion requests, records marketing consent per contact, and provides a signed data-processing addendum for merchants who need one for their own compliance. Your customer database exports are portable at any point.
A shorter run day, and members who keep themselves.
Pick a plan, set up your tenant, run your first club cycle. We set it up with you.
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