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How to View a Customer Profile in the Corksy POS
NOTE : While you can view customer profiles from the POS, we strongly recommend using the Corksy Admin Portal for full visibility and account management functionality.
This article explains how to view a customer’s profile from the Corksy POS system. While the interface is similar to the Corksy Admin Portal, some functionality is limited.
1. Log into the Corksy POS
Sign in using your POS credentials.
2. Navigate to the Customers Tab
In the left-hand sidebar, click Customers
Locate the customer you want to view
3. Open a Customer Profile
Click the Actions button next to the customer’s name
Select View to open the customer’s profile
Customer Profile Overview
The customer profile in the POS looks similar to the one in the Corksy Admin Portal and includes many of the same data points:
Customer Info and Order History
View full name, contact information, and any assigned tags
Order history is displayed, including total number of orders and lifetime spend
Use the three-dot menu next to any order to select View and see the order’s details
Wine Club Memberships
View which wine clubs the customer is subscribed to
Unlike the Admin Portal, shipping address and payment method are not visible in the POS
Use the three-dot menu to the right of the wine club to:
Pause
Switch
(Note: You cannot view the wine club in detail or cancel it from this screen)