• How To Process a Release

  In this guide, we’ll cover the steps on how to Process a Release. After each club is prepared, you'll have to process the release. You can do this by going into "Process Releases", from there you'll be directed to select the date of your next release and select the clubs that will be processed for that date. You’ll realize that if a club has not been prepared, you won’t be able to process it. ​ (https://storage.crisp.chat/users/helpdesk/website/-/8/0/5/2/8052b81959f38000/f79677a3-Few readers

• Managing Shipping Members vs. Pick Up Members

  In this guide, we’ll cover the steps on how to get a report on which members requested shipping and which members will be picking up. You can do this by the following steps: Click on "Past Releases Tab" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213038212/c6a7364d6b1690ae56ce7d1f789c/MbzftG-uu3rTibS-qHG7sVQWZT-cl18g.png?expires=1767214800&signature=b0Few readers

• Sign-Up members Without Credit Card Information

  In order for us to allow members to sign up without having to input their credit card information, there is a feature in the admin section that can be enabled that will allow users to enter the information later on.Few readers

• Integrate Sign-Up To Your Club on your Website

  In this guide, we’ll cover the steps on how to add a sign-up to one of your clubs to your website. This will allow users to enter their information to their club of preference directly from your page. First, we have to go into the "Integrations" tab on the menu on the left. (https://downloads.intercomcdn.com/i/o/cp25cvug/1213072652/3c9e2571c015714c6206f34a0fe7/CFew readers

• Member's Charge History

  You can see the dates and amount times a member has been charged by going into their member profile and clicking "View Past Releases", that way we can confirm when and how much they were charged. (https://downloads.intercomcdn.com/i/o/cp25cvug/1213018727/fad38c3abc06849c259c4df1d316/il7vSoFKphgiZ7ZNsPa2CMeupYCTFfThg.png?expires=1767214800&signature=c30fe877989f51fa2361bFew readers

• Marking a Release as Unpaid

  In this guide, we’ll cover the steps on how to mark a release as unpaid for one of your members. You can do this by the following steps: Click on "Refund / Pay" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213031365/3de789f0fb534b8d6fa05160df49/cRfVzHFxD3iCuqlP3AOBI0zffQj-U-HLew.png?expires=1767214800&signature=aeb5691a14fe6098888345e0ce1dab2329949036b370Few readers

• Send out an email to one tier

  In this guide, we’ll cover the steps on how to Send out an email to one of your tiers. You can do this by the following steps: Click on "Email Members" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213015764/8974f343926d86cd83cc5156ea04/83GU3YHmLtabgcKaBCeUUplEiMIPg-E1VA.png?expires=1767214800&signature=889714cfb10bddc8267f2425485973875015f0dbe9ec4fedfbea3Few readers

• Change email address of an existing member

  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 infoFew readers

• How To Prepare a Release

  In this guide, we’ll cover the steps on how to Prepare a Release. The Preparation process has to be completed before the billing process can be executed. It involves selecting the wine you want to make available in a release and/or selecting the wine they will receive as part of the release. After the preparation step you can then email your members to select their own wine from what you have made available for that release. First, you'll have to prepare the release. In order to do so, youFew readers

• Adding and Inviting New Users

  In this guide, we’ll cover the steps on how to Add and Invite New Users. You can do this by the following steps: Go to "Settings." (https://downloads.intercomcdn.com/i/o/cp25cvug/1213012811/34db2cab5668cc2b1fca81b5e3f7/4DQcwSkb01RXQYwl800ZSKsrstgouGn2w.png?expires=1767214800&signature=2a0e312018b496b209fb3fd3dafdf76cc280c027216678040ff433491b6e0312&req=dSImFFew readers

• Viewing Inventory List for a Release

  In order for us to run a report as to how many individual bottles went out each month, we'll have to follow the following steps: Go to https://wineclubsite.com/admin/winery/ Click on "Releases" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213036859/9c73067a75d5b68a1603c5389bb6/1VdCrtHddAXeGRmKZ-0sVDt2x3ANfv-uUQ.pngFew readers

• Refund and Pay a Member

  In this guide, we’ll cover the steps on how to refund and pay one of your members. You can do this by the following steps: Click on the members name. (https://downloads.intercomcdn.com/i/o/cp25cvug/1213019340/e0ea17fae92a74f182a1b21a60b3/iDAFlFl4AUji98i6HoMO-un055bA7EbBEA.png?expires=1767214800&signature=8ce6a96cc2930c4417c7858d806ce3a4d46102491a025d94eab8f7a58aFew readers

• Setting up Member Welcome Email

  In this guide, we’ll cover the steps on how to set up your member welcome email. You can do this by the following steps: Click on "Settings" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213014735/d81e93f908e51080a17a5ae98917/wdZ6xpUtg50BjIBhSMycVRmqHQkaVLrR3A.png?expires=1767214800&signature=f70f0204ac94459af416468fa262545a2a1fec476c3f1f8121c808c116cc96b7Few readers

• Duplicate Members

  In order to check if you have any duplicate members and merge or delete them, please access the home page. You can do this by the following steps: 1. Log into The Wine Club Site You can access the home page by going here: https://wineclubsite.com/admin/winery/ 2. Click on Duplicate Accounts Once on the home page, locate where it says "Duplicate accounts" and click "View details to fix" (https://storage.crisp.chat/users/helpdesk/Few readers

• 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: Click on Club Management. (https://downloads.intercomcdn.com/i/o/cp25cvug/1213016849/0667770d63faed167673df8e598b/o7TBafY4IEvDGmNR3tJ2u9623gKIN8zQg.png?expires=1767214800&siFew readers

• Export Sales Reports as Excel

  In this guide, we’ll cover the steps on how to Export Your Sales Report to Excel. You can do this by the following steps: Click on "Reports" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213042540/6774f9eeb9b8ca2ce570f2a3ba35/kYFwnapyRmkcNmmkbGYTe5PUK8uej1awA.png?expires=1767214800&signature=628fa02dc139ed23d7647c85ab834e0252ad9e3ca96287a12fa85cbee3ec615bFew readers

• Sales Tax Not Showing in Square

  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.Few readers

• 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" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213208709/af2dcff813353b6cc42055a48881/Captura+de+Pantalla+2024-10-11+a+la%28s%29+31127+pm.png?exFew readers

• 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. ​ (https://storage.crisp.chat/users/helpdesk/website/-/5/c/9/c/5c9ce64f8579bc00/27ae519a-3631-4f49-96af-6d46b3Few readers

• Editing the Selection for a Member

  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" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213043447/61e59dded3d5f458034f288c9414/KwdYw2FqlxvhFYs4XpwBlDKy0OUeQBBLtw.png?expires=1767214800&signature=12b9aeff8ff6946abda4922bf9dc98e0396dad8dcd8fcdcFew readers

• Viewing Releases and Members in that release

  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" (https://downloads.intercomcdn.com/i/o/cp25cvug/1213041130/9df8ca4d84177f661ace7cab08ac/7C5QSsOvtUd3vCtOcihSmo-BhGDgLR1fVw.png?expires=1767214800&signature=15f41f51ab81059c3d4d28032a5d888011f7b9d8b3475ccd1f743Few readers

• Edit Shipment Dates in Settings

  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. (https://downloads.intercomcdn.com/i/o/cp25cvug/1213022134/c5afd75073b09e1780d09ef9954f/6q83DznMGRg2BQgWZHG8oeS4ec04bbvOfg.png?expires=1767214800&signature=b7afef70936fad16e92ed48bd68ea8799518feec18f526ce3a73e50c66Few readers