VinesOS Training
Training Material and Videos
146 articles
Updating your Vines OS Site to match your website or remove popups
VinesOS Dashboard Set Up with Site Match
VinesOS Search Engine Optimization (SEO)
Automate your club members with your Mailchimp lists
Make your Website ADA Accessible
RedChirp integration
Set up subdomain
Subscriptions
Online Tips
Curbside Pickup on ecommerce orders
Local Delivery
Setting pickup as exclusive option
Ice packs and Cold service options
Wine store filter widget
Add or Edit a Snippet
Food Options & Modifiers
QR Menu for Onsite Orders
Employee time tracking
Happy Hour
Selling Wholesale on the POS
Automatically charge new members for the last club release when they sign up
Shipping Address for Pick-Up Clubs
Set Club Pick Up Terms
Staff Incentives
Club Processing with Flat Rate Shipping
Annual Auto Charge for Club Memberships
Annual membership fee
Recurring membership fee
Offer Free or Loyalty Clubs
Welcome Email for Free Clubs Sign-Up
Offer a free shipping option to members
Club Allocations
Personalize the tasting experience: pour to your customer's profile
Add a member credit card on the POS manually, without a card swipe
Shipping a POS Order
Reassign Staff on open POS Order
Manage event registrations in the POS - view, edit, charge member cards on file
Set POS order to 'Hold for Pickup'
Split bill process
Customer management in the POS
POS Receipts
Tip reporting tied to staff PIN
Logging into the POS for Daily Transactions
Apply Gift Cards and Coupons on checkout through POS
Indicators for Pickup orders (Ecommerce and Club)
Open tabs
Sell pre-paid tasting or event reservations and apply towards a credit on site
CRM Basics
Gift Card Configuration, Redemption, Management
Editing Varietals
POS Pin Login Behaviors
Placing Products on Sale
Update a registered customers' credit card
Update a member credit card
Using the editor - formatting text and images
How to set up a Gift box or Bundled product
Gift card printing for Vines OS
Wine filters page for product management
How to refund wine but charge for shipping on a returned order
POS Sale button or text on order page
Display status options for wine or products on Vines OS
Grouping products using Product Tags
Set a single item to count as more than one for coupons
Exclude a product from member discounts and/or coupons
Checkout Navigation
Define your Club structure
Allow New Members to Give Preferences on Sign-Up
Customer Choice club creation and processing
Understanding gift club order receipts
Add a $ or % Discount on Processed Club Shipments
Change staff who registered member
Send emails to members or customers using VinesOS Mail or MailChimp
VinesOS Email Pricing
Tips on Searching for Missing Club Members or Customers
Import Order Tracking Numbers and Update to 'Shipped' Status
UPS Fulfilment and order status tracking
Sell Event Tickets as Admin, Void or Change Event booking or Allow Oversell
Table or Location Specific Reservations
Customers can share booked events with their social networks
Refund and return reserved seats to inventory
Event reservation update and notification
Free RSVP Events
Manage RSVPs
Void an RSVP
Participant names