To add a member to a wine club, start at the home screen, and then select the wine club that you wish to add a member to. In this case, Bob Jameson wants to join the “Friends of Acme 6 Pack” wine club. Go to Members. Click the bright green “Add Member” button to add Bob.

 

Bob Jameson is already a customer, so his shipping address is already in the system. Choose the date that Bob would like to become an active member (On Hold Until Date) and select a payment method. Bob is a pickup customer, so he will pay at pickup. Click Add Membership.

 

A few months later, Bob comes back into your winery. Bob has enjoyed being a part of the “Friends of Acme 6 Pack” wine club, and was given a gift card by his wife so that he can join another wine club. Bob wants to be a part of the “Friends of Acme” wine club. Follow the same process as before. Go to Friends of Acme>Members>Add Member.

 

Enter in Bob’s information, but this time when selecting a payment method, select “Gift”. Click Add Membership.

 

To show that Bob Jameson is now a member of both wine clubs, go back to Dashboard, and then go to Customers. Type Bob’s name in the search bar, and as we can see under wine clubs, both Friends of Acme and Friends of Acme 6 Pack are listed.