Corksy

How to edit a customer's information, shipping addresses, and payment methods, what customers can change themselves, and how to reset a customer's password.

Editing Customers: Info, Addresses, Payments & Passwords

How to remove a saved credit card from a customer's profile.

Deleting a Customer's Credit Card

How to delete a customer account and merge duplicate customer profiles.

Merging and Deleting Customer Accounts

How to create a customer record from the Corksy Admin Portal or POS, including optional details, addresses, and payment methods.

Adding a Customer (Admin Portal & POS)

Guide for customers or staff to create a Corksy website account/customer and update shipping/payment info.

Adding a New Customer on your eCommerce Website

Learn how to navigate, filter, and export customer data in the Corksy Admin Portal Customers tab.

Customers Tab - Corksy Admin Portal

Learn how to navigate and manage customer data in the Corksy Point-of-Sale

Customers Tab - Corksy POS

View and manage a customer’s full profile in the Corksy Admin Portal, including orders, wine clubs, notifications, and internal notes.

Customer Profile - Corksy Admin Portal

View a customer's profile in the Corksy POS, including orders and wine club status

Customer Profile - Corksy POS

Customer Types, Tags, and Classes

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

Customers Overview

How to create, assign, and delete customer tags in Corksy, including where tags are managed and how the two-step process works

Managing Customer Tags

Why is an email address required to add a new customer?

Manage customers and members with Corksy,

Customers

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