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Search for members
From your Corksy admin portal, go to Wine Clubs → Memberships
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
From your Corksy admin portal, go to Wine Clubs → Memberships
Use the search bar to find the member by name → Click Actions next to the member's name
Select Pause from the dropdown menu
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
From your Corksy admin portal, go to Wine Clubs → Memberships
Use the search bar to find the member by name → Click Actions next to the member's name
Select Cancel from the dropdown menu
Confirm → Enter Reason for Cancellation
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
From your Corksy admin portal, go to Wine Clubs → Memberships
Use the search bar to find the member by name → Click Actions next to the member's name
Select Switch from the dropdown menu → Confirm switching the membership
Select the new wine club from the dropdown menu
Select Switch Membership to finalize the membership switch
Edit a membership
From your Corksy admin portal, go to Wine Clubs → Memberships
Use the search bar to find the member by name → Click Actions next to the member's name
Select View from the dropdown menu
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
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
From your Corksy admin portal, go to Wine Clubs → Memberships
Use the search bar to find the member by name → Click Actions next to the member's name
Select View from the dropdown menu
In the Wine Club Membership view, scroll down and select Change Payment Method
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
From your Corksy admin portal, go to Wine Clubs → Memberships
Use the search bar to find the member by name → Click Actions next to the member's name
Select View from the dropdown menu
In the Wine Club Membership view, scroll down and select Change Shipping Address
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
From your Corksy admin portal, go to Wine Clubs → Memberships
Use the search bar to find the member by name → Click Actions next to the member's name
Select View from the dropdown menu
In the Wine Club Membership view, scroll down and select Shipping or Pickup
After making changes to the preferred delivery method, click Save to apply your updates
Add a spouse to a membership
From your Corksy admin portal, go to Wine Clubs → Memberships
Use the search bar to find the member by name → Click Actions next to the member's name
Select View from the dropdown menu
In the Wine Club Membership view, scroll down to the Spouse Details section
After adding spouse details to the membership, click Save to apply your updates