Q: How to Put a Member on Hold

In this guide, we’ll go over the steps on how to put a member on hold. This will be useful when you want members to not be charged for certain release dates. At the very bottom of the member's page you'll see the option to "Put Membership on Hold". Once clicked, it will open up a pop-up window showing your next release dates, from there you can check which ones to skip. <a href="https://downloads.intercomcdn.com/i/o/cp25cvug/1213063191/aaccbb52a0f032a46280d229a712/Captura+de+Pantalla+2024-10-11+a+la%28s%29+12_41_23+p_m_.png?expires=1767214800&signature=38cc0d13dc1147753a9dc8d625b7788d6df002558d3bcc5a78499b87419e0003&req=dSImFcl4noBWWPMW1HO4zbbHa4zPQek6d0oZTbGW9eODbw7zZRyFc1Ojs6lu%0ArqKkg9UL5eyvA0sJgKw%3D%0A"><img src="https://storage.crisp.chat/users/helpdesk/website/-/5/c/9/c/5c9ce64f8579bc00/27ae519a-3631-4f49-96af-6d46b3_1ncywvv.png" alt="" /></a> <a href="https://downloads.intercomcdn.com/i/o/cp25cvug/1213063364/f2816f70edc3e1c057df8728953c/Captura+de+Pantalla+2024-10-11+a+la%28s%29+12_41_47+p_m_.png?expires=1767214800&signature=11631af050e5fd998360e097cd07f15a981b24612b313d86a109176896c6876b&req=dSImFcl4noJZXfMW1HO4zSWezJ27ZJdefbKytAeh2a%2F1nwWJk%2F3wOnquN9yu%0APlL8Q3SnGrMetPMLUbE%3D%0A"><img src="https://storage.crisp.chat/users/helpdesk/website/-/e/6/f/9/e6f9edda7df38800/93827298-c6aa-43c5-b0f4-523536_srt5ge.png" alt="" /></a>

Q: Add Wine to Wine Inventory

In this guide, we’ll cover the steps on how to add your wines to your wine inventory. First, we have to click the club management tab on the left to drop down a menu, the first option there will be "Wine Inventory" <a href="https://downloads.intercomcdn.com/i/o/cp25cvug/1213208709/af2dcff813353b6cc42055a48881/Captura+de+Pantalla+2024-10-11+a+la%28s%29+3_11_27+p_m_.png?expires=1767214800&signature=59e6a9df0766a0e46cfe88e2779570c457337dfb68cea7a966418591ad9a6c18&req=dSImFct%2BlYZfUPMW1HO4zd%2Bc%2FTfNRqrDxHaM4Cm2BVfMVxOaZjsdoAakE6GG%0AAMwX%2FRqnaXSKMNakLLs%3D%0A"><img src="https://storage.crisp.chat/users/helpdesk/website/-/1/a/5/d/1a5d73b60494c900/2160f783-9d2c-4275-9baf-7b8779_9ku1mh.png" alt="" /></a> This will take us to our current wine inventory, if you have already added wines, you'll see the list of wines you have here. To add a new one, we'll click "Add a New Wine" <a href="https://downloads.intercomcdn.com/i/o/cp25cvug/1213209538/54601b611b0d4b9d152f9e47ca5d/Captura+de+Pantalla+2024-10-11+a+la%28s%29+3_11_55+p_m_.png?expires=1767214800&signature=5fe9fc919e1874e6835c241aa9697e043de3cb2b8f1d21dd2a52141a62cf964e&req=dSImFct%2BlIRcUfMW1HO4zeBPq7S5Jw5x0rdjOf4iLoOs5BEv8wa%2FBw2cUmzu%0AzwlDQzI9GbxdQJDOEN0%3D%0A"><img src="https://storage.crisp.chat/users/helpdesk/website/-/4/1/3/a/413ab8fa784e9000/71421485-5485-4349-9e01-6ff324_8yf0xv.png" alt="" /></a> From here we just have to input the Wine information, such as the name, the brand, the price per bottle, etc. You'll also be able to add a picture of the wine by

Question 1

Edit Shipment Dates in Settings

Accepted Answer

In this guide, we’ll cover the steps on how to edit your shipment dates for your releases.

You can do this by the following steps:

Click on Settings.

Click on Shipment Dates.

Click on Edit.

[](https://downloads.intercomcdn.com/i/o/cp25cvug/1213022130/12fdeb53f37a991cc083fb5b4730/L7iVx-hvRClTHnH-FpALFkA6tiKFX19w.png?expires=1767214800&signature=2e5a59b4f0a88b053f3530afd9a76ecb9f9818ad368b7556daaee905ea482a19&req=dSImFcl8n4BcWfMW1HO4za0pqdEAvQmaLZeMyMea9atrhIG9ira8Y0

Question 2

Viewing Releases and Members in that release

Accepted Answer

In this guide, we’ll cover the steps on how to View your releases and the members in them.

You can do this by the following steps:

Click on "Releases"

Click on "Past Releases"

Click on "View Releases"

[](https://downloads.intercomcdn.com/i/o/cp25cvug/1213041131/e3b790f52ff5e591213486b2fe47/gpfOzBWFcvfsevGes29BswQBJCEoPxCL2w.png?expires=1767214800&signature=be7e073a600e22b46ec008e0980262620ffc8d30adeaa96932940fdb5f30cd0d&req=dSImFcl6nIBcWPMW1HO4zeYhPl

Question 3

Editing the Selection for a Member

Accepted Answer

In order to edit the wine selection for a member, you need to access the member's profile.

You can do this by the following steps:

Click on "Manage Memberships"

Click on row.

Click on the member name.

[](https://downloads.intercomcdn.com/i/o/cp25cvug/1213043450/b5b1f1e2333643d8f2929db418f5/1mQJbdIBXi7ppREY1ftM2oHkAa9KeC4mxQ.png?expires=1767214800&signature=b415dad7840957884ce834daeabba61d05eb3283962ab4ad7aa7ad6b95811168&req=dSImFcl6noVaWfMW1HO4zYEaXKlOoAu%2B0fYVYpQtW

Question 4

How to Put a Member on Hold

Accepted Answer

In this guide, we’ll go over the steps on how to put a member on hold. This will be useful when you want members to not be charged for certain release dates.

At the very bottom of the member's page you'll see the option to "Put Membership on Hold". Once clicked, it will open up a pop-up window showing your next release dates, from there you can check which ones to skip.

Question 5

Add Wine to Wine Inventory

Accepted Answer

In this guide, we’ll cover the steps on how to add your wines to your wine inventory.

First, we have to click the club management tab on the left to drop down a menu, the first option there will be "Wine Inventory"

This will take us to our current wine inventory, if you have already added wines, you'll see the list of wines you have here. To add a new one, we'll click "Add a New Wine"

From here we just have to input the Wine information, such as the name, the brand, the price per bottle, etc. You'll also be able to add a picture of the wine by

Question 6

Sales Tax Not Showing in Square

Accepted Answer

Unfortunately, the capabilities of the Square API limits us from separating tax during the payment.

We currently have the increased functionality option to submit transactions with all the details, including tax, on our roadmap of feature improvements.

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