VinesOS

How to set up and configure your wine clubs

Setting up Clubs

How to locate and edit your Club Terms, Shipping and Returns, Privacy Policy on your site

Club Terms, Shipping & Returns and    
Privacy Policy

Let us know what your club structure should be

Define your Club structure

Club Allocations

How to set up and offer a Gift Club membership

Gift Club Set Up

Gifted club orders show buyer name and not recipient name

Understanding gift club order receipts

Setting up customer choice clubs where members can modify club release orders

Customer Choice Club Set Up

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

Customer Choice club creation and processing

Customize a club order for a member

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'

Need a club that's free and doesn't require a credit card to join?

Offer Free or Loyalty Clubs

Members who sign-up for a free club can receive a Welcome email.

Welcome Email for Free Clubs Sign-Up

How to include a dropdown list of your staff members in the sign-up form and track retail bottle sales for commissions

Staff Incentives

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

Change staff who registered member

Club Set Up 

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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