Q: Manage Club Membership and Wine Selection

In this guide, we’ll cover the steps on how to Manage your club memberships and if members can choose their own wine or you'll be selecting for them. You can do this by the following steps: <ol> <li>Click on Club Management.</li> </ol> <a href="https://downloads.intercomcdn.com/i/o/cp25cvug/1213016849/0667770d63faed167673df8e598b/o7TBafY4IEvDGmN_R3tJ2u9623gKIN8zQg.png?expires=1767214800&signature=15cfad05ff2916c31daf4b6c98dbc2a170845b93336a0ff7cc6ca89737b144d3&req=dSImFcl%2Fm4lbUPMW1HO4zVW7iaifbwnsL1Xph416dfXUHAQotWCGM%2F0xK6He%0ACdEYaDl8c5az4Ba5lGQ%3D%0A"><img src="https://storage.crisp.chat/users/helpdesk/website/-/d/2/8/9/d28960ab7b3c3000/c4fdff9a-67a4-4884-9206-05e0d2_1sr2hl1.png" alt="" /></a> <ol start="2"> <li>Click on Manage Clubs.</li> </ol> <a href="https://downloads.intercomcdn.com/i/o/cp25cvug/1213016850/a4dae47eacc5f8d33a989b76517c/r8BIvCf8CbBrMMBa6PRGnyL5eyWn759DTg.png?expires=1767214800&signature=a535cdfa792aa464fded58c19545a40b303f22725ffd49b00582c1ad33097368&req=dSImFcl%2Fm4laWfMW1HO4zb50DGSO%2Bwywe77p9EqDkqx5OUSrIVJDhwvOCGFg%0Ad9DaohoIYx3QE7W65UI%3D%0A"><img src="https://storage.crisp.chat/users/helpdesk/website/-/c/3/b/a/c3ba81fb88a17800/e0430077-00a8-4dbd-a227-61695a_96n1g4.png" alt="" /></a> <ol start="3"> <li>Click on the club tier you want to edit.</li> </ol> [<img src="https://storage.crisp.chat/users/helpdesk/website/-/e/b/6/3/eb63cd01e395e000/297bf7e7-cafa-4607-9de7-dd95e7_1gr97wb.png" alt="" />](https://downloads.intercomcdn.com/i/o/cp25cvug/1213016848/a7c3fc9268643750ee59de14259e/73DhdxArtal5BesWHwgH4mD8aYuuHS8YZg.png?expires=1767214800&amp;signature=128748be21d87908e109548f7b067

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

Manage Club Membership and Wine Selection

Accepted Answer

In this guide, we’ll cover the steps on how to Manage your club memberships and if members can choose their own wine or you'll be selecting for them.

You can do this by the following steps:

Click on Club Management.

Click on Manage Clubs.

Click on the club tier you want to edit.

[](https://downloads.intercomcdn.com/i/o/cp25cvug/1213016848/a7c3fc9268643750ee59de14259e/73DhdxArtal5BesWHwgH4mD8aYuuHS8YZg.png?expires=1767214800&signature=128748be21d87908e109548f7b067

Question 2

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 3

Change email address of an existing member

Accepted Answer

In order to change a member's current email address to a new one, you need to access the member's profile.

You can do this by the following steps:

1. Access Memberships page

You can access the member's profile by going to the "Manage Memberships" tab: https://wineclubsite.com/admin/winery/member/

2. Click on the member's profile

Once on the Manage Memberships page, locate the member and click on their name to access their profile information.

3. Update the email address and save changes

Once you are viewing the member profile, update the email address, click on "Save Member Details" to apply the changes, and it will automatically save them.

[](https://downloads.intercomcdn.com/i/o/cp25cvug/1213044643/e18e3ad37f7c9944273656edc8c9/JOSmPTLt5ZTetsaG2vQJ79tbflPzhagiRw.png?expires=1767214800&signature=d8d77ffb028cc13c4e4d856e0197db776dee6159e900b8c5176

Question 4

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 5

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 6

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

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