Creating a Customer Choice Club

On this page

• Create a customer choice package

• When are members charged?

• Customize default selections

• Set minimums and maximums

• Open the package

• Member experience

• Admin review and editing

• Individual processing

• Bulk processing

• Bulk fulfillment

Create a customer choice package

From your Corksy admin portal, go to Clubs → [Select Club Tier] → Create a Package

• Choose Customer Choice Package

• Select the Processing Date (required; see When are members charged?)

• Add products to the package that members can choose from

• Use the Minimum Bottles in Entire Cart to set the minimum bottle count (e.g., 3 for a 3-bottle club)

When are members charged?

Members are not charged automatically on the Processing Date.

• The Processing Date is required when you create the package and can't be left blank. It tells members when to expect their club charge. Nothing happens to their cards when that date arrives.

• A member's card is charged when you process their order, using Actions → Close & Process Order or bulk Close & Process Orders. You choose when to do this, before or after the Processing Date.

• If a member chooses early processing when they confirm their selection, their package status changes to Process so you know they'd like their order early. Nothing is charged until you process their order.

• An order that has already been processed and paid is not charged again, including when you later close the package.

If you don't want to use the date as a schedule, set it to the date you plan to process the club.

Customize default selections

The default quantity across all selected wines should total the required minimum bottle count (e.g., 3).

• If you want to allow full customization, set the minimum of each bottle to 0

• To lock certain bottles in the package, set their minimum to 1 (they cannot be removed by members)

Set minimums and maximums

Set a Maximum Quantity for each wine:

• Helpful if you're managing inventory limits or bottlenecks

• Prevents over-drawing inventory for a given shipment

Open the package

After saving the package, a Draft is created.

• Confirm all details before selecting Open

• Opening the package triggers the Wine Club Package Opened Notification to members

To edit this notification:

• Go to Settings → Notifications

• Scroll to the Wine Club section and customize the subject line, banner, and email content

• You can enable or disable this notification as needed

Member experience

When members receive the notification and click the link:

• They are taken to the homepage and prompted to log in

• From My Wine Clubs, they can:

  • View and select wines

  • Change delivery preference (Shipping or Pickup)

  • Update payment or shipping details

If a wine has a minimum set to 1, the member cannot deselect it.

• Members must meet the total minimum bottle count before proceeding

• If they don’t, the default package will be submitted

• After confirming their selection, they will see:

  • Non-member price

  • Wine club discount

  • Final total

Confirming a selection doesn't charge the member, even if they choose early processing. Nothing is charged until you process their order. See When are members charged?

Admin review and editing

After a member completes their selection:

• Go to Clubs → Member Selections

• Refresh to see their selection. To see which members changed their selection, use the Order Selection filter and choose Customized

• If they opted for early processing, their package status changes to Process

• To manually assist a member:

  • Click into the order

  • Use Edit Order to make changes based on their request

  • Wine club discounts will apply automatically

Note: If a discount is manually applied, it stacks with any automatic wine club discount.

Individual processing

To process an order individually:

• Select the order

• Click Actions → Close & Process Order

• Once processed, the order moves to Paid & Unfulfilled

• It will appear in the Orders tab, ready for fulfillment

Bulk processing

To process multiple wine club orders at once:

• Filter up to 1000 orders

• Select all

• Click Close & Process Orders

Shipping is pulled from:

• Wine Club Tier Settings (e.g., $10 flat rate), or

• Shipping & Delivery Settings (manual or live rates)

Pickup members and "Assign Shipping Method"

If your selection includes pickup members, Corksy may show Assign Shipping Method before it lets you process. Pickup orders don't need a shipping method:

1. Click Assign Shipping Method

2. Click Select to move all the orders to the right-hand side

3. Click Process. You don't need to choose a shipping method for pickup orders.

Bulk fulfillment

Once wine club orders are processed:

• Go to Orders → Bulk Fulfillment → Create Fulfillment

• Select Wine Club Orders

• Choose between:

  • Buy and Print Labels

  • Export and Generate Labels Externally (CSV for 3rd-party shipping)

To buy labels:

• Enter Package Details:

  • Bottle count

  • Package Type

  • Shipping Method

  • Label Size

  • Shipping Date

• Click Buy Labels → Confirm

After generating:

• Bulk print Shipping Labels and Packing Slips

• You’ll see which orders are printed and fulfilled

Point of Sale (Pickup)

Most wine club pickups are fulfilled through the POS:

• Filter to All Orders (not just POS orders)

• Search for the member’s name

• Select their order

• Click Fulfill → Fulfill Items