People

On this page

• People dashboard
• Add a new person
• Profile sections
• New order
• New reservation
• Scribe

People dashboard

1. In the top navigation, go to "People".
2. The table is a list of all the "people" entries. This includes customers, non-customers,

Add a new person

1. In the top navigation, go to "People".
2. Click the + icon next to "People" and the number of people.

Profile sections

1. Add in the applicable information on the General tab. Details below.
   1. Partner: just a CRM field, does not attach their orders to this account.
   2. Date of birth: if the icon has a purple ?, this person needs to be age verified. This can be done by manually checking their ID or sending it to Vinoshipper for electronic age verification.
   3. Flags: Filter customers in the Marketing Wizard list builders by flags. To create new flags, go to Settings > Customers > edit Flag titles.
   4. Permissions: Mark which forms of contact they have given you permission to use. They will always receive system notifications (order, club, reservation, etc).
2. Fill in all necessary information on the Addresses tab. This includes their credit card information, billing and shipping addresses and any special instructions that will be applied to every order.
3. The CRM tab has information on every order, reservation, interaction, etc.
   1. Add a new note by clicking the "+" next to notes.
4.  The Clubs tab allows you to manage their clubs, reservation certificates, and login to their specific club portal.
   1. Use the Login button at the top to go directly to their club portal.
   2. Add a new club using the "+ Add Club" button.
   3. If you would like to keep track of the person who added them as a club member, use the "owner" dropdown.
   4. To pause a membership, enter the pause until date and then click the icon to the left of "pause until".
   5. To change their club, click "switch" and select the new club.
      1. If the club has multiple variants, the options will appear above the owner dropdown.
   6. To cancel their membership, click the power button next to "cancel" and confirm the cancellation.
   7. Change their shipping preference using the dropdown next to "shipping".
   8. Add a reservation certificate using the green "+" next to reservation certificates. They will see these in their club portal.
5. The Orders tab shows a history of the customer's orders. Click on an order to see the details.
6. The Credits tab shows any stored credit a customer may have.
7. If you have the cellar feature on, use the Cellar tab to manage which products show up in their cellar.
8. The Changes tab has record of all changes that have been made to a person's profile. Some of the changes that will show here are password changes or address changes. You can also see who has made the changes and when.

New order

1. To create a new order from a person's profile, click the green "new order" button in the top right.
2. For more information on creating orders, click here.

New reservation

1. To create a reservation for this person, click the green "reservation" button in the top right.
2. For more information on making reservations, click here.