VinesOS

The process for adding new customers and members

Add new members/customers

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

Allow New Members to Give Preferences on Sign-Up

How to automatically charge new club members on sign-up

Automatically charge new members for the last club release when they sign up

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

Send last club release

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

Member summary and type explanation

Member statistics

View updates, changes, and transactional emails sent in the customer's account record

Member History

Use the red bell notice to approve member updates from Revel

Review and Approve Member changes from Revel

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

Tips on Searching for Missing Club Members or Customers

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

Member online cancellation or switching club levels

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

Cancelling or Changing a Gift Club Membership

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

How to cancel a member

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

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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