VinesOS

Setup, club releases, members, benefits, training

Clubs

How to automatically charge new club members on sign-up

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

Learn how to manage member pick ups, order pickups, and set optional pickup locations for ecommerce or club orders

Pick Up Locations - Revel only

Pick-up and Free clubs don't require a shipping address

Shipping Address for Pick-Up Clubs

Set Club Pick Up Terms

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

Staff Incentives

Set up your club release with flat rate shipping or flat rate charge.

Club Processing with Flat Rate Shipping

Create an annual auto charge for one or more club memberships

Annual Auto Charge for Club Memberships

Set up and charge members an annual fee based on date joined

Annual membership fee

Does you club have a recurring renewal fee?

Recurring membership fee

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

Setup a shipping-included option with an annual charge

Offer a free shipping option to members

Club Allocations

Additional Setup Options

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

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

Email is in the system but nothing comes up when searched.

Cancel a member order or Cancel an entire batch that was made by mistake.

Cancelling & deleting  unprocessed club orders

What to do if you can't add a member's email, and get response it is

Error: member email is already being used

Credit card expiry field is missing or wrong on Openedge import

If you can't find a member record, or member claims they can't login or checkout at member.

Member is missing from Members section

Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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