VinesOS

How to allow customers to modify club orders after it's been set up

Customer Choice club creation and processing

Gifted club orders show buyer name and not recipient name

Understanding gift club order receipts

How to add an additional dollar or percent discount on processed club shipments

Add a $ or % Discount on Processed Club Shipments

How to change the staff member that registered a new club member

Change staff who registered member

Send emails to members or customers using VinesOS Mail or MailChimp

Pricing structure for VinesOS Email Tools

VinesOS Email Pricing

Can't find a particular customer or missing member? These tips may help.

Tips on Searching for Missing Club Members or Customers

Training

How to process clubs, apply discounts, and track member pickups of orders on Revel or VinesOS

Processing your Club

Combine member club orders to reduce shipping costs and packaging

Combining club shipment orders

Members that sign-up after a club release, bulk send or skip the last club shipment.

Bulk send club release for new members

Steps to change the discount, or switch from pickup to ship, or add or remove items from an order.

How to make a change to an order using 'Customize Order'

Customize a club order for a member

If you have a member join and want to send them the last club release...

Send last club release

Request to cancel shipment with your carrier

Cancel a Shipment

Manage pickup orders using VinesOS

Give New Members First Club Order On-Site With Sign-Up

Club Releases & Processing

How a member can cancel their membership online through their account page

Member online cancellation or switching club levels

Active members, Memberships, Inactive, Filtered and Declined CC views

Member summary and type explanation

Add new members

How to manage same credit card for multiple members

Multiple Memberships can be charged to the same credit card

How to create and reset a password, and log in without a password

Creating login passwords, resetting passwords, and logging in without a password

View updates and changes made in the customer's account record

Member History

If you need to cancel or change an ongoing gift club membership, please follow these steps.

Cancelling or Changing a Gift Club Membership

Concerned about members that don't have a card on file or have issues with their card receiving a notification.

Member doesn't have card on file

Failed credit cards

Create an order for a member using the card on file and apply an additional discount if needed

Member 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 Member - For Revel POS

How to unsubscribe a member from a club and how to reactivate a club member

How to cancel a member

Members can update their card on file

Member statistics

Use the red bell notice to approve member updates from Revel

Review and Approve Member changes from Revel

You can track member cancellations so you better understand your churn.

Track member cancellations

Club member requests shipments be put on hold.

Put a Member on hold

Managing Members

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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