Customers Overview

Manage your customers from the Customers page in your Corksy navigation menu — with a 360° view across your tasting room, website, and marketing. Use the guides below.

Creating customers

• Adding a Customer (Admin Portal & POS) — create a customer record as staff.

• Adding a New Customer on your eCommerce Website — how a customer creates their own account online.

• Why is an email address required?

Finding & viewing customers

• The Customers Tab — search, filter, and export your customer list.

• Viewing a Customer Profile — order history, wine club memberships, notes, and creating an order on their behalf.

Editing & managing

• Editing Customers: Info, Addresses, Payments & Passwords

• Managing Customer Tags

• Merging and Deleting Customer Accounts