Streamlining Wine Club Management: Introducing Manual Membership Assignment

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In our ongoing commitment to enhancing your winery’s operational efficiency, Corksy is thrilled to introduce the latest feature—Manual Membership Assignment. This powerful addition to our Winery POS System empowers administrators to seamlessly add customers to wine club memberships directly from the POS, ensuring a swift and personalized experience.

How to Use the “Manual Customer Addition” Feature:

Navigate to the Customer Tab:

Log in to the POS and head to the Customer Tab, where you’ll find a comprehensive list of your customers and their details.

Select the Customer:

Locate the customer you wish to enroll in a wine club. Click on “Actions” and then select “Assign Wine Club.”

Add to Wine Club Membership:

On the customer’s profile page, discover the option to “Add to Wine Club Membership.”

Choose the Wine Club:

If you have multiple wine club memberships, you’ll be prompted to choose the specific one for the customer.

Set Shipping and Billing Details:

Define primary shipping, billing, and payment details, streamlining the process for future wine club shipments.

Record the Sale:

The POS automatically logs the staff member responsible for the sale and wine club signup. Access detailed reports in the Admin Portal for valuable insights.

Benefits of Manual Customer Addition:

  1. Personalization:
    • Tailor experiences for specific customers, enhancing their connection with your winery.
  2. Gift Memberships:
    • Assign customers to multiple wine club tiers, facilitating the gifting of memberships with varied shipping addresses.
  3. Extend Membership Privileges:
    • Easily add new customers who missed the initial sign-up, ensuring no one is left out.
  4. Efficiency:
    • Streamline wine club management effortlessly, reducing the need for extensive customer involvement.

Elevate Your Wine Club Experience with Corksy

Embrace the future of winery management with Corksy’s Winery POS System. Our new Manual Membership Assignment feature ensures a seamless and efficient process, allowing you to focus on delivering exceptional experiences to your customers. Stay tuned for more innovations as we continue to enhance your winery’s success journey.

Discover more about Corksy’s Winery POS System and Wine Club Management today!

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