VinesOS

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

The process for adding/creating new members

Add new members/customers

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, changes, and transactional emails sent 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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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.

{appName} in 60 seconds

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.

Prototype article-aware answer

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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