Managing club memberships

Related topics:

Managing customers

Customer data entry

Viewing a customer history

Validating addresses

Assigning sales tax codes

Calculating customer proximity

Assigning customer attributes

Tracking customer source

Managing web IDs

Customer list views

Managing club memberships

Wholesale customers

Customer icon A member is a customer who has (or has had) 'Active' status in one or more of your clubs. New members can come from in-person visits to your tasting room, sign-up cards returned from a direct marketing campaign or trade show, or on line from your web site.

Most of the work of managing club memberships takes place in the Customer list. Here, you can add a new member or update an existing memberʼs profile information. You can also manage prepaid and gift memberships, place a membership on hold, or cancel a membership.

Choose a topic:

Adding a member

Prepaid memberships

Gift memberships

Suspending a membership

Canceling a membership

Club types

Anniversaries and birthdays