Follow the instructions below to ensure your club structure is set. Make sure you add products and inventory, as well as apply all shipping/pickup settings listed in the Initial Set Up.

Go to Club > Category page and click Add Category to establish your main club

category levels (e.g., Red Wine Club, White Wine Club). Your site will come set with default categories. Simply click on each one to rename it or check the box to delete it.

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Now, you will create your club options and assign each to a club category. Go to Club > Wine Clubs and click the Add Club button. Select one of your club categories from the list, then enter a title for the club (e.g., Every Two Months), which will set this club up on your main Club page as an available selection under the assigned club category. Then, enter a description for the club.

1. Go to Clubs > Clubs

You'll see some sample clubs already added. You can simply click on one and rename it.

Alias: You can create a club page URL. This helps with search engine rankings.

Signup link: Use this URL for club signups from social media, in an email campaign or to link to it from your website, if you are hosting your own club page. Learn how to host your own club page below.

Club Category: choose which category this club belongs to, based on the ones that you entered above.

Club Name: This is the club name within the category. For example, if your top-level category is Red Wine Club, this could be 2 bottle, 4 bottle, 6 bottle, etc.. Keep in mind, on the email notification to members on signup, it will say "Thank you for joining our <club title>" so it's suggested to use something that fits this structure.

Club Processing Discount: If you offer a discount on the Club release, enter it here. You can always change it when you are going to do a club release, but it will have this amount preset as a percentage when you start to do a club release.

Description: Enter the description and details for your club. You can upload images or YouTube video-embedded links.
Drag and drop the image to where you want it.
To improve the amount of white space around your image and between the text, right-click and choose “Image properties”. Set HSpace and VSpace to 10 or a suitable amount of pixels.
Set alignment to Right or Left. Play with it until it looks good.

Checkout teaser: Enter a very short description of the club, which will be used on the checkout page as an incentive to join the club. Example: “2 bottles quarterly, avg cost $150”

​Display: Select Yes for the club to be visible. Select No if it is a private club, such as Interwinery clubs, friends and family discounts, or legacy clubs. Only you can add members in the Console; there is no way for guests to sign up. (You may see this when testing signup IF you are logged in as admin. Be sure to log out to see the actual guest experience).

Club ID: If you are importing members, set the Club ID to identify the club, and use this exact same Club ID on the member import spreadsheet.  Download Sample file. An example Club ID could be "Red 2" for 2 bottle red club.  Be sure to copy and paste directly, it is case-sensitive and must match exactly.
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*Club limit: Set the maximum number of active members that can join the club. After the maximum is reached, you will need to start a waitlist.

​Image: Only use this if we have built a custom club page for you, and are using this image field. 

Club processing discount:

For each club, you can set a default processing discount that will automatically apply to each respective club when you next process that club. (This is separate from what you will set for e-commerce or POS discounts, which will be described below)
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​Custom requirement – if you offer Customer Choice clubs, set the minimum of each type of wine or product that is required when a customer logs in to modify the pending club order. For example, the 6-bottle red club would require 6 bottles of red (or you could set 6 of Any, at the bottom, to give more flexibility). Note: If nothing displays here yet, be sure to add your Categories in Products > Categories, in Step 1 above.

Free membership: normally, this is off unless you do a newsletter-type membership and there is no membership fee.

Mailchimp ListId: if you are using MailChimp, enter the MailChimp list ID here. As soon as a member joins or cancels, they will be added to the list on Mailchimp. ** Send a ticket if you'd like to disable our default member welcome email and have it sent from Mailchimp instead.

Go to Settings > General Settings, Scroll to the Club section, and set your preferences for Club-level general settings.

Club contact email address: Notifications related to clubs, such as when a member joins or customizes their order, will go to this email address. It should be a SINGLE email address only; aliases may need to be custom-configured by your IT manager if you decide to use an email distribution alias.

Gift clubs: Offer gift club memberships. (Hint; If you are in a rush to launch, come back and revisit this after launch).

Configure gift clubs: This is a link to the Dashboard > Settings page for setting up gift clubs.

Offer custom club: Allow members to log in and modify their club order.

Disable billing notification on processing: Toggle on if you do NOT want to notify members when credit cards are processed for club releases.

Disable club order update customer alert: This disables member email notification when a refund/surcharge is issued on a club order.

Send new members last shipment?: If you select Yes when a new member signs up for your club, you will have the OPTION to send the last club shipment. You will have the option to skip it if you do not want to send a new member the most recent club shipment, on a one-by-one basis.

Send club shipment request?: This allows the member to decide when they sign up if they want to get the shipment right away. It's a checkbox that they check if they want it now instead of waiting for your next release.

Required terms apply on signup: On club signup, members must check a box to agree to terms.

Anniversary discounts: This gives you the ability to offer members additional, anniversary discounts while processing your club run or an anniversary coupon.

Staff incentive: On the club signup form, include a field for customers to enter staff names.

Track cancellations: Track members' reason for canceling when they call to cancel.

Cancellation reasons list: List the reasons that your club manager will select when a member cancels. This is private. Example: Too many club memberships, Not getting what we want, Financial hardship, Other

Member signup - how did you hear about us? - Toggle on to offer list on the club signup page, and members can indicate where they heard about you. Examples:
Facebook
Friend/Family
Member Referral
Online search
Staff referral
Yelp
Vivino
Other

Disable Member Login: If enabled, members can not log in.

Hide gift wine club on member signup: Leave off unless advised, this is used for some legacy gift wine club options.
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​Allow conversion of POS order to Club order: If using Revel POS, this will let you change a POS order into a club order.

Club phone: Phone number used on club email notifications.

Club Phone: If dedicated phone number for the club manager, enter it here.

With these settings, you can configure a club-by-club discount on products, events, and shipping. You can also set a flat rate or discounted shipping per club level.

From the sidebar menu, select Dashboard > Settings, Wine. The settings at the top of the page may be already set if the e-commerce or POS setup was already done, such as Active States, Age restrictions, and more.
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(If you want to offer flights, glasses, or tastings, make sure to set that up in advance. If that is not done yet, learn how here, or continue below to set up e-commerce and POS discounts, below)

From the Settings section, above make sure 'Enable member benefits' is toggled on.
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Go to Clubs > select the Club you want to set benefits for.

Go to the Member Benefits tab.

To add set a specific number of tastings for members to be shown as the Member Benefit, go to Clubs > select the club. Click the Member Benefits tab at the top.
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Find 'All Tasting' in the list and then set the number of tastings allowed for members of the club.

Flight Frequency

You can set the frequency for how often the member receives complimentary club benefits.

Always: every visit, no limit. Nice to use this for your premium members as an incentive to upgrade.

Daily: applies daily. Members can visit each day and receive the number of comp flights.

Weekly: applies weekly; member receives the comp flight once a week. This resets 7 days from when the first benefit was redeemed.

Monthly: applies monthly. Member receives the comp flight once a month. It resets on the first of the month.

Monthly Calendar: applies monthly. Member receives the comp flight once a month. It applies monthly from the last day the benefit was used. For example: if a member uses the comp flight on June 13, the next comp flight will be available to use on July 13.

Bi-Monthly: applies every other month. Member receives the comp flight once every other month. It resets on the first of every other month.

Quarterly: applies quarterly. Member receives the benefit based on annual calendar quarters: Jan-Mar / Apr-Jun / Jul-Sep / Oct-Dec.

Member tastings can be set to not count as a member benefit flight but will still pulls accurately from inventory. For example, one of your VIP customers asks for an extra taste of your cab, or the owner's friend drops by and wants a splash of 3 faves. Simply ring it in, for free, and it will deplete from inventory but not count as the member flight.
To enable this option, in the flight edit page, pricing section, look for 'Does not deplete Member benefit' and check that option. Then Save.
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If you sell wine by the glass through the POS, an additional dropdown will display in your Member Benefits tab with the options: Bottle, Glass, Any. If this has not been set up yet, Learn how here, or come back and add that later.
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If you want to allow unused benefits to roll forward and be added to future periods, you can do so by setting this option at the top of the Member Benefits page. For example, say that members of your Gold Club receive one free tasting per month, but this month one of those members did not come in for their free tasting. If you had set the benefit to carry forward for a period of two months, next month or the month after that member could come in and receive two free tastings.

Next, on the POS, start a new order and add the member. Add the complimentary tasting item and it will show as a Member Benefit according to the number of free member tastings allotted, based on the frequency that you have set. So for example, if we were to set 2 free member tastings per week for our White 6 Bottle Club, that free benefit would be reflected in the POS order for the first two added, and any additional tastings added would show a charge.
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If the added member has an unused benefit available for redemption, a modal will pop up, and staff can allocate one or more of the available benefits to the order.
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The Member Benefit prints on the receipt to ensure the member realizes the perk!

Also, if additional wine is on the order and it is discounted, it will be shown along with the member benefit so the customer A) sees the total value of the order and can tip based on the order total if they choose to, and B) see the total savings based on membership.

Here is a sample receipt with tip line, which prints after the card is authorized. Note - the suggested tip is based on the non-discounted amount (i.e., Subtotal), so that staff still gets the appropriate tip:

Here is the receipt for the final sale, including the tip.

You can optionally host your own club description pages and just link to the signup form. If you are using your own club page, you don't need to enter the description and add images. However, you do need to fill out the rest of the club section below the Description. To link to the club signup form, and use your own club details page, copy the VIEW icon beside the club name in the Club list.

Or if you want just to link to a club form page and not have the club selected, you can copy the URL from any club detail page, like this. That will link through to the club signup page without any checked.

Copy the URL to your Club page and your member login page and add them as links from your website, eg navigation update "Our Clubs" links to the club page, and "Member login" links to your main login page.