Edit wine club member information

If at any time you need to edit wine club membership details for a specific member, such as reassigning members to different tiers or editing member information, you're in the right place! Follow the steps below to edit any field within the Member details page.

1) Log into your winery portal and select "Wine club"

2) Click into the "Members" tab at the top of the page

3) Use the search bar to find the specific member whose information you would like to edit

Wine club member tags are as follows:

"Active" members have all information input into their account and can accept wine club shipments.

"Needs info" members are missing one or more of the following and will be prompted via email to input the necessary information when a shipment is run for their tier.

  • First name
  • Last name
  • Phone number
  • Credit card information
  • Date of birth

"Paused" members have paused their wine club membership and will not receive any wine club shipment emails or announcements.

4) Click on "Edit"

Click on Edit

5) Enter Member details: First name, last name, and phone number

Type "Hello"

6) Click on "Change" to update credit card information

Click on Credit card information…

7) Click on "Update card" once credit card information has been updated

Click on Update card

8) Change Member tier settings by selecting the desired tier from the drop down menu

Select Silver Tier from Tier

9) Pause a membership by toggling on or off the "Pause membership" option

By pausing, the member will no longer be eligible for their tier benefits and won't be notified about shipments.

Click on By pausing, the member will no longer be eligible for their tier benefits and won't be notified about shipments.

The checkmark means that a membership has been paused.

Click on Member details…

10) Update shipping address

Click on Shipping address

11) Update wine club member's Date of Birth

Select 1980

12) Add notes and Member since date within the Member notes section

Click on Member since

13) Once you are finished updating member information, click on "Update"

Click on Update
If you're looking for more information regarding removing a wine club member from a shipment or canceling a membership, please visit the respective supporting documentation!

Still need help? Contact Us Contact Us