Wine Club FAQ

Pausing & Resuming Memberships

What's the right way to pause a membership with an automatic restart date?

Use the two-step method:

1. Open the member's record and click Pause to put the membership on hold immediately.

2. Then go back into the record and set the Auto Start date for when the membership should resume.

⚠️ Do not use the Auto Stop / Start date fields to enter both the pause date and restart date in the same step. This combination currently saves the dates but does not put the membership on hold — the record stays active. Until this is resolved, the two-step method above is the reliable approach.

I paused a membership and now the member is showing as Skipped in the current package. How do I include them?

When a membership is paused, Corksy automatically marks that member as Skipped in the current open package. Resuming the membership does not flip this back — you need to manually update the package status.

1. Open the wine club package.

2. Search for the member and check the box next to their name.

3. Above the member list, click 1 Selected - Edit Package status (the number is how many members you've ticked).

4. Choose Set as Open.

If I pause and immediately resume a membership, will the member be included in the current package automatically?

No. Resuming a membership only restores the membership status — it does not update the package status. You'll still need to manually change the member's package status from Skipped to Open using the steps above.

Opening & Closing Packages

What do the package statuses mean?

In a package, each member has a status in the Package column:

• Open: the member's package is open for this shipment and their order hasn't been processed. It doesn't mean they've confirmed their selection.

• Completed: the member has confirmed their selection. Nothing is charged until you process the order.

• Process: the member chose to process their order early. Nothing is charged until you process the order.

• Closed: the member's order has been processed.

• On Hold: processing is held for this package.

• Skip: the member is skipping this shipment. Pausing a membership marks the open package Skipped, and resuming doesn't reopen it.

• Cancelled: the membership was cancelled, so the member is left out of this package.

To show members with one status, use the Package status filter above the list. Selection Completed shows Completed members, and Ready To Process shows members who chose to process early.

To see which members' packages differ from the club default, use the Order Selection filter above the list and choose Customized. Paid and Partially Refunded are payment statuses, shown in the Payment Status column. Queued is an order status, shown in the Order status column: the order is waiting in line to be processed and hasn't finished processing yet. The tabs above the list (Not Processed, Errors, Completed and Ready to Reprocess) group members by where their order is.

Should I close the package before or after charging members?

After. You can open a package, let members make their selections, and close it once you're ready to stop accepting changes and move into fulfillment. A member shows as Paid once you've processed their order, even while the package is still open. That's normal.

What does closing a package do?

Closing a package signals that the club cycle is finished. It does not charge members again. After closing, you process each member's order (Actions → Close & Process Order), which moves orders to Paid & Unfulfilled and makes them available in Orders for fulfillment.

Close the package when you're ready to stop accepting selections and begin fulfillment. Once closed, it cannot be reopened, and newly subscribed members won't be assigned to it.

A member shows as "Paid" but the package is still Open. Is something wrong?

No — this is expected. Members confirm their selection while the package is open, and they show as Paid once you process their order. You close the package when you're ready to wrap up the cycle, not when each member finishes. Continue processing orders normally after closing.

Where do I go to process orders after I've closed the package?

1. Go to Clubs and select your club tier.

2. Open Member Selections — this is where completed member orders appear after you close the package.

3. Select a member's order and choose Actions → Close & Process Order.

4. Or select multiple orders and use Bulk Process (up to 1,000 at a time).

After processing, orders move to Paid & Unfulfilled and appear in Orders for fulfillment.

Skipping Members

How do I skip a member for one package without cancelling their membership?

1. Go to Clubs and open the club they're in.

2. Click to open the active package.

3. Search for the member and check the box next to their name.

4. Above the member list, click 1 Selected - Edit Package status (the number is how many members you've ticked) and choose Set as Skip.

This skips the current shipment only. The membership stays active and the member will be included in future packages automatically.

Can I skip a member after a package has already been charged?

If the order has already been processed and paid, skipping is no longer an option — you would need to issue a refund instead. To avoid this situation, set a member's status to Skipped before running batch processing for that package.

Discounts During Processing

The wine club discount isn't showing on the member's selection screen. Is it set up correctly?

This is normal. Wine club discounts are applied after a member confirms their selection and again when you run Close & Process Order — they don't appear on the product selection screen. The pre-discount total is what members see during selection, which is expected.

To confirm your discount is configured correctly, go to Discounts and make sure it's set up as an Automatic Discount with eligibility set to All wine club members (or the specific club tier).

Editing Member Orders

Can I change a member's selection after the package is already open?

Yes, but only within the wines already included in the package. You can swap or adjust quantities of products that are part of the package. You cannot add wines that weren't included when the package was set up, and you cannot remove wines whose minimum quantity is set to 1.

To edit a member's selection:

1. Go to Clubs → select the club tier → open the package.

2. Find the member → click Actions (pencil icon).

3. Update the wines or quantities → Save Selection.

4. Then select the order → Close & Process Order to finalize.

A member wants wines that aren't in the package. What can I do?

Once a package is open, the product list is fixed and cannot be changed. Your options are:

• Swap available wines in the package to best match what the member wants.

• Process the current package as-is, then reach out to the member separately to arrange an exchange or additional purchase.

To avoid this situation in future packages, add the full range of wines members might want before opening the package, so there's flexibility to accommodate changes.

Gift memberships

How do I sell a gift membership?

Corksy doesn't have a built-in gift membership, so you set it up by hand. There are two ways.

Prepaid gift orders (simplest): create the club shipments as orders on the gift-giver's account, paid with their card (see Create an Order). If the gift covers more than one shipment, create them all at once and give the later ones a Future Ship Date. Ship each order to the recipient with a Gift Message, and tag the orders (for example "Club Gift 2026") so you can find the recipients later and invite them to join. The recipient isn't a club member during the gift, so they don't get club emails or member discounts.

Make the recipient a member: add the recipient to the club, then open their membership (Clubs → Memberships → Actions → View) and use Change Payment Method to put the gift-giver's card on it. That card is used for the membership only and doesn't become the recipient's main card.

Allocations

Can I offer an allocation to customers who aren't club members?

An allocation where customers sign in and choose their wines runs as a Customer Choice package, and a package only goes to active members of the club tier it was created under. To include customers who aren't members yet, add them to that club first (see Assigning a Customer to a Wine Club). There's no option to send a club package to everyone in your customer list. To offer a release to everyone without a club membership, create a collection and send its link in a marketing email instead.