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Adding a New Customer on your eCommerce Website

Guide for customers or staff to create a Corksy website account/customer and update shipping/payment info.

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How to Create a Customer Account on the Corksy Website

This guide covers how a customer (or staff member assisting them) can create a customer account through your Corksy e-commerce website.

Creating an account through the Corksy e-commerce site also creates a customer record in the Corksy Admin Panel and POS. You can locate the new customer by searching their email address or name.

1. Open Your eComm Website

There are two ways to access the website:

  • Visit your store directly via its public URL

  • Log in to the Corksy Admin portal, click Online Store in the left-hand menu, then click View Your Store at the top of the page

2. Click the Profile Icon

  • Once the store opens, click the profile icon in the top navigation bar, bringing up the login page

3. Create a New Account

  • Click Create Account on the login page

  • You can also copy and share the URL from this page if you'd like customers to sign up directly

4. Fill Out the Account Form

The required fields are:

  • First Name

  • Last Name

  • Email

  • Password

Note: Customers cannot set shipping or billing addresses during this step — it’s a minimal form.

5. Submit the Form

  • Clicking Submit creates the account and automatically logs the customer in

  • They will receive an email confirmation with a link to view their account

If you’re setting up an account for a customer, use a simple temporary password (like the name of your winery). They can reset it later using the "Forgot Password?" link on the login page, or you can change it on their behalf in the Corksy Admin portal.

How to Update Shipping and Payment Info on the Corksy Website

Once logged in, customers can update their shipping address and payment information on their own.

1. Log In to the Website

  • Visit your website and click the profile icon

  • Log in using the email and password created earlier

2. Update Shipping Address

  • After login, click the profile icon again

  • Click Shipping Address

  • If no address exists yet, the customer can add one here

3. Update Payment Method

  • Go to the Payment section

  • Add a new payment method and include the billing address during entry

These updates are typically handled by the customer directly.

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