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Assigning a Customer to a Wine Club

Updated over 3 weeks ago

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Assigning a Customer from the Corksy Admin Portal

  1. From your Corksy admin portal, go to the Customers tab

  2. Search for the customer you’d like to assign

  3. Click ActionsAssign Wine Club

  4. Complete the required fields:

    • Wine Club

    • Preferred Delivery Method (Pickup or Ship)

    • Shipping Address (if applicable)

    • Payment Method

    • (Optional) Enter spouse details if applicable

  5. Click Save to assign the customer to the wine club


Assigning a Customer from the Corksy POS

  1. From your POS, select Menu, and go to the Customers tab

  2. Search for the customer you’d like to assign

  3. Click ActionsAssign Wine Club

  4. Complete the required fields:

    • Wine Club

    • Preferred Delivery Method (Pickup or Ship)

    • Shipping Address (if applicable)

    • Payment Method

    • (Optional) Enter spouse details if applicable

  5. Click Save to assign the customer to the wine club


Customer Sign-Up via Your Website

  1. From your website, customers can navigate to your Wine Club page

  2. Select their preferred wine club → Join Now.

  3. Complete the sign up form by logging into or creating their account

    • Preferred Delivery Method (Pickup or Ship)

    • Shipping Address (if applicable)

    • Payment Method

    • (Optional) Enter spouse details if applicable

  4. Upon submission, the customer will be added to the wine club automatically

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