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Managing Memberships

Updated over 4 months ago

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Search for members

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Then, use the search bar to find the member by name

When searching for a member, keep in mind that the default filter shows only Active memberships. To find a Paused or Cancelled member, adjust the Status filter to "All."

Pause a membership

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Use the search bar to find the member by name Click Actions next to the member's name

  3. Select Pause from the dropdown menu

  4. Confirm to finalize pausing the membership

When pausing a membership, keep in mind that the member will still have access to any automatic discounts tied to the wine club.

They will also be marked as Skipped in any open wine club packages and will not appear in future packages until the membership is resumed.

Cancel a membership

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Use the search bar to find the member by name Click Actions next to the member's name

  3. Select Cancel from the dropdown menu

  4. Confirm Enter Reason for Cancellation

  5. Select Submit & Cancel to finalize cancelling the membership

When canceling a membership, keep in mind that the member will lose access to any benefits, including automatic discounts tied to the wine club.

They will also be marked as Cancelled in any open wine club packages and will not appear in future packages.

Switch a membership

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Use the search bar to find the member by name Click Actions next to the member's name

  3. Select Switch from the dropdown menu Confirm switching the membership

  4. Select the new wine club from the dropdown menu

  5. Select Switch Membership to finalize the membership switch

Edit a membership

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Use the search bar to find the member by name Click Actions next to the member's name

  3. Select View from the dropdown menu

  4. In the Wine Club Membership view, you can easily edit or update any membership details. Information you can update includes:

    • First Name

    • Last Name

    • Email

    • Phone

    • Spouse Details

    • Preferred Delivery Method

    • Shipping Address

    • Payment Method

  5. After making changes to the membership information, click Save at the bottom of the page to apply your updates

Update credit card on a membership

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Use the search bar to find the member by name Click Actions next to the member's name

  3. Select View from the dropdown menu

  4. In the Wine Club Membership view, scroll down and select Change Payment Method

  5. After making changes to the payment method, click Save to apply your updates

Keep in mind that updating the card linked to a membership does not change the primary card on file. It only updates the card for that specific membership.

Update shipping address on a membership

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Use the search bar to find the member by name Click Actions next to the member's name

  3. Select View from the dropdown menu

  4. In the Wine Club Membership view, scroll down and select Change Shipping Address

  5. After making changes to the shipping address, click Save to apply your updates

Keep in mind that updating the shipping address for a membership does not change the primary address on file. It only updates the address for that specific membership.

Update delivery preference on a membership

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Use the search bar to find the member by name Click Actions next to the member's name

  3. Select View from the dropdown menu

  4. In the Wine Club Membership view, scroll down and select Shipping or Pickup

  5. After making changes to the preferred delivery method, click Save to apply your updates

Add a spouse to a membership

  1. From your Corksy admin portal, go to Wine Clubs Memberships

  2. Use the search bar to find the member by name Click Actions next to the member's name

  3. Select View from the dropdown menu

  4. In the Wine Club Membership view, scroll down to the Spouse Details section

  5. After adding spouse details to the membership, click Save to apply your updates

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