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How to Create a Customer in the Corksy Admin Portal
Creating a new customer in the Corksy admin portal is quick and easy.
1. Log in to your Corksy Admin Account
Go to the Corksy Admin portal and log in with your admin credentials.
2. Go to the Customers Section
In the left-hand menu, click Customers
3. Click + Create Customer
You’ll be taken to a form where you can add customer details.
4. Complete the Required Fields
Fields marked with a red asterisk are required
The Email Address must be unique, as it’s used as the customer’s identifier
5. Add Optional Details
Class: Choose one of the following roles:
Wine Club member
Employee
Customer
Tags: Custom labels you create to organize customers. Tags can include a title and description.
Note: You’ll need to create tags before assigning them to customers.Notes: Internal-only notes. These are visible to staff but not to the customer.
6. Marketing Consent (Optional)
Check the box for "Customer agreed to receive marketing emails" if the customer has opted in. This enables them to receive campaigns via tools like Klaviyo or Mailchimp.
7. Save the Customer
Once you’ve filled in the necessary details, click Save to create the customer profile. You can also continue to add an address or payment method (see below).
How to Add Address and Payment Methods
After creating a customer, you can optionally add address and payment information.
1. Add an Address
Click Switch to Address and Payment Methods at the bottom of the form
Enter the customer’s address
To make it the default, select Save as Primary Address
2. Add a Credit Card (Optional)
You can add a credit card to keep on file
This allows you to charge the card directly through Corksy
To make it the default, select Set as Primary Payment Method
3. Final Step
Click Save once you’ve entered the address and/or payment information.