32 articles
Customer Choice club creation and processingHow to allow customers to modify club orders after it's been set up
Understanding gift club order receiptsGifted club orders show buyer name and not recipient name
Add a $ or % Discount on Processed Club ShipmentsHow to add an additional dollar or percent discount on processed club shipments
Change staff who registered memberHow to change the staff member that registered a new club member
Send emails to members or customers using VinesOS Mail or MailChimpHow to send Club or Customer emails
VinesOS Email PricingPricing structure for VinesOS Email Tools
Tips on Searching for Missing Club Members or CustomersCan't find a particular customer or missing member? These tips may help.
Processing your ClubHow to process clubs, apply discounts, and track member pickups of orders on Revel or VinesOS
Combining club shipment ordersCombine member club orders to reduce shipping costs and packaging
Bulk send club release for new membersMembers that sign-up after a club release, bulk send or skip the last club shipment.
How to make a change to an order using 'Customize Order'Steps to change the discount, or switch from pickup to ship, or add or remove items from an order.
Customize a club order for a memberHow to modify a member order for club
Send last club releaseIf you have a member join and want to send them the last club release...
Cancel a ShipmentRequest to cancel shipment with your carrier
Manage pickup orders using VinesOS
Member online cancellation or switching club levelsHow a member can cancel their membership online through their account page
Member summary and type explanationActive members, Memberships, Inactive, Filtered and Declined CC views
Add new members
Multiple Memberships can be charged to the same credit cardHow to manage same credit card for multiple members
Creating login passwords, resetting passwords, and logging in without a passwordHow to create and reset a password, and log in without a password
Member HistoryView updates and changes made in the customer's account record
Cancelling or Changing a Gift Club MembershipIf you need to cancel or change an ongoing gift club membership, please follow these steps.
Member doesn't have card on fileConcerned about members that don't have a card on file or have issues with their card receiving a notification.
Failed credit cards
Create an order for a member using the card on file and apply an additional discount if needed
How to Cancel a Member - For Revel POSMember wants to cancel - how to unsubscribe a member from a club and make sure they don't get discounts on Revel
How to cancel a memberHow to unsubscribe a member from a club and how to reactivate a club member
Members can update their card on fileInvite members to update profile
Member statisticsUnderstanding member stats
Review and Approve Member changes from RevelUse the red bell notice to approve member updates from Revel
Track member cancellationsYou can track member cancellations so you better understand your churn.
Put a Member on holdClub member requests shipments be put on hold.