Corksy

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

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<a href="https://support.corksy.io/en/articles/11759493-adding-a-customer-admin-portal-pos">Adding a Customer (Admin Portal &amp; POS)</a> — create a customer record as staff.

<a href="https://support.corksy.io/en/articles/11771260-adding-a-new-customer-on-your-ecommerce-website">Adding a New Customer on your eCommerce Website</a> — how a customer creates their own account online.

<a href="https://support.corksy.io/en/articles/11987119-why-is-an-email-address-required-to-add-a-new-customer">Why is an email address required?</a>

- <a href="https://support.corksy.io/en/articles/11759493-adding-a-customer-admin-portal-pos">Adding a Customer (Admin Portal &amp; POS)</a> — create a customer record as staff.
- <a href="https://support.corksy.io/en/articles/11771260-adding-a-new-customer-on-your-ecommerce-website">Adding a New Customer on your eCommerce Website</a> — how a customer creates their own account online.
- <a href="https://support.corksy.io/en/articles/11987119-why-is-an-email-address-required-to-add-a-new-customer">Why is an email address required?</a>

<a href="https://support.corksy.io/en/articles/11771384-customers-tab-corksy-admin-portal">The Customers Tab</a> — search, filter, and export your customer list.

<a href="https://support.corksy.io/en/articles/11771769-customer-profile-corksy-admin-portal">Viewing a Customer Profile</a> — order history, wine club memberships, notes, and creating an order on their behalf.

- <a href="https://support.corksy.io/en/articles/11771384-customers-tab-corksy-admin-portal">The Customers Tab</a> — search, filter, and export your customer list.
- <a href="https://support.corksy.io/en/articles/11771769-customer-profile-corksy-admin-portal">Viewing a Customer Profile</a> — order history, wine club memberships, notes, and creating an order on their behalf.

<a href="https://support.corksy.io/en/articles/15834810-editing-customers-info-addresses-payments-passwords">Editing Customers: Info, Addresses, Payments &amp; Passwords</a>

<a href="https://support.corksy.io/en/articles/15485562-managing-customer-tags">Managing Customer Tags</a>

<a href="https://support.corksy.io/en/articles/15836899-merging-and-deleting-customer-accounts">Merging and Deleting Customer Accounts</a>

- <a href="https://support.corksy.io/en/articles/15834810-editing-customers-info-addresses-payments-passwords">Editing Customers: Info, Addresses, Payments &amp; Passwords</a>
- <a href="https://support.corksy.io/en/articles/15485562-managing-customer-tags">Managing Customer Tags</a>
- <a href="https://support.corksy.io/en/articles/15836899-merging-and-deleting-customer-accounts">Merging and Deleting Customer Accounts</a>

Start here for managing customers in Corksy — creating, viewing, editing, tagging, and more.

Customers Overview

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Customers Overview

Creating customers

Finding & viewing customers

Editing & managing