Assigning a Customer to a Wine Club

Last updated: August 28, 2026

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Assigning a Customer from the Corksy Admin Portal

  1. From your Corksy admin portal, go to the Customers tab

  2. Search for the customer you’d like to assign

  3. Click Actions → Assign Wine Club

  4. Complete the required fields:

    • Wine Club

    • Preferred Delivery Method (Pickup or Ship)

    • Shipping Address (if applicable)

    • Payment Method

    • (Optional) Enter spouse details if applicable

  5. Click Save to assign the customer to the wine club

Assigning a Customer from the Corksy POS

  1. From your POS, select Menu, and go to the Customers tab

  2. Search for the customer you’d like to assign

  3. Click Actions → Assign Wine Club

  4. Complete the required fields:

    • Wine Club

    • Preferred Delivery Method (Pickup or Ship)

    • Shipping Address (if applicable)

    • Payment Method

    • (Optional) Enter spouse details if applicable

  5. Click Save to assign the customer to the wine club

Customer Sign-Up via Your Website

  1. From your website, customers can navigate to your Wine Club page

  2. Select their preferred wine club → Join Now.

  3. Complete the sign up form by logging into or creating their account

    • Preferred Delivery Method (Pickup or Ship)

    • Shipping Address (if applicable)

    • Payment Method

    • (Optional) Enter spouse details if applicable

  4. Upon submission, the customer will be added to the wine club automatically