Pausing & Resuming Memberships
What's the right way to pause a membership with an automatic restart date?
Use the two-step method:
Open the member's record and click Pause to put the membership on hold immediately.
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.
Open the wine club package.
Find the member in the list.
Click Edit Package Status.
Change the status from Skipped to Open.
Save.
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
Should I close the package before or after charging members?
After. You can open a package, let members select and pay, and close it once you're ready to stop accepting changes and move into fulfillment. Members can show as Paid 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 complete their selection and payment while the package is still open. 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?
Go to Wine Clubs and select your club tier.
Open Member Selections — this is where completed member orders appear after you close the package.
Select a member's order and choose Actions → Close & Process Order.
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?
Go to Wine Clubs and open the club they're in.
Click to open the active package.
Search for the member and check the box next to their name.
Click Edit Package Status → 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:
Go to Wine Clubs → select the club tier → open the package.
Find the member → click Actions (pencil icon).
Update the wines or quantities → Save Selection.
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.