Wine Club FAQ

Pausing & Resuming Memberships

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

There are two ways, depending on when the hold should start.

To hold a member for a set period: go to Clubs → Memberships, click Actions → Schedule Auto Stop/Start beside the member, set the Auto Stop Date to the day the hold starts and the Auto Start Date to the day it ends, then click Save Schedule. A job that runs once a day, on Pacific time, pauses the membership on the stop date and resumes it on the start date, so set the dates at least a day before you process the package. The job runs at 12:00 AM Pacific, so a membership you schedule during the day still shows Active until that night. When it pauses, the member is marked Skipped in any open package that hasn't been processed. When the membership restarts, the member is added to the club's open package if they aren't already in it. During the hold the membership shows as Paused. To check the dates saved, turn on the Scheduled Auto Stop/Start filter in Clubs → Memberships and look at the Schedule column.

To hold a member straight away: click Actions → Pause, then open the membership (Actions → View) and set the Auto start date to the day they should resume. Pausing marks them Skipped in any open package.

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?

Either. You can process members' orders while the package is open or after you close it. Closing only stops new members from being added: anyone who joins after you close the package goes into the next package instead of this one. 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 stops new members from being added to it: anyone who joins after you close it goes into the next package. It does not charge anyone. You can process members' orders before or after closing; processing moves orders to Paid & Unfulfilled and makes them available in Orders for fulfillment.

Once closed, a package can't be reopened.

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 process members' orders?

1. Go to Clubs and click the club.

2. Open the package (eye icon).

3. Tick the members whose orders you want to process.

4. Click Close and Process Order above the member list.

After processing, orders move to Paid & Unfulfilled and appear in Orders for fulfillment. This works the same before or after you close the package.

Close and Process Order is greyed out

It stays grey until you tick at least one member in the list. If it's still grey with members ticked, some orders may be waiting for a shipping method, so process them from Assign Shipping Method instead. Click Assign Shipping Method above the list. Filter the list first, because Select only moves pickup orders, or orders with the same location, weight and shipping method. Tick the members and click Select to move them to Selected Members, or use Assign Shipping Method & Select for shipping orders that need a shipping method. Then click Process Order. Pickup orders don't need a shipping method.

Moved the wrong member to Selected Members? Click the back arrow next to View Package at the top. Nothing is saved until you click Process Order, so you can select again.

How many members are shipping and how many are picking up?

In the package's member list, use the Delivery preference filter: choose Ship and count the members, then choose Pickup. Leave out anyone skipped or on hold.

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 tick the member and click Close and Process Order above the member list 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.

Can I ship one member's club order later?

Yes. Open the package and find the member in the member list. In the Future Ship Date column, click Set Date and choose the date. Set Date shows for members who are shipping. Do this before you process the package: the member's order carries that ship date when it's processed. To find these orders later, use the Future Ship Date filter on the Orders page (see Orders Overview).

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. Staff can charge it at POS for the recipient's own purchases if it's also saved on the recipient's customer account, as their default card or as a card on file.

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.

Sign-up pages

Can I have a sign-up page for just one club?

Yes, with a link. The Wine Clubs widget shows every club, so for one club, link to its sign-up page instead:

1. In the Admin Portal, open the club in Clubs and copy the club ID from the end of the page address.

2. Your sign-up link is your website address followed by /wine-club-login?wineClubId= and that ID, for example https://yourwinery.com/wine-club-login?wineClubId=<club ID>.

Put the link on a hidden page, a button or a QR code. Hidden pages don't show in your navigation (see Single Page Management). The page that opens is titled Wine Club Login and doesn't show the club's name, so say which club it's for on the button or page that links to it.