Adding a club - public and private

Add a new club

1. Go to Clubs and select Club List.
2. Click New Club.
3. Enter the Club Name and Club Description. These will be displayed on the club sign up form.
4. If you would like the club to be hidden from the club sign up form, toggle on Private.
   • Public Clubs: Most clubs are open to the public to join. Unless you specify the club as Private, it will be public.
   • Private Clubs: This type of club is not available for the general public to join. Your team adds club members via the web or POS.
5. If you do not want to give club members the options to ship their club orders, toggle on Pick Up Only.
6. Once you are happy with the basic settings, click Continue.
7. This will bring you to the club Overview.

Customize the club

1. (Optional) Add discount(s) that will automatically apply for club members that make purchases beyond club releases (e.g. placing orders from your website or in the tasting room via POS).
   1. To add a discount, click Actions.
   2. Select New Discount.
   3. Fill in the necessary information and click Create Discount. For more information on discounts, click here.
2. (Optional) Adjust the following settings on the club's Settings tab:
   1. Private: Private clubs are not available for the general public to join.
   2. Pick Up Only: If toggled on, the club will support pickup memberships only.
      Note:This option is only available for producers that support pickup orders.
   3. Require Shipping Address of Pick Up Members: If toggled on, the Club Sign Up Form will require a shipping address for pickup memberships. Producers may use this address to ship orders to members that do not pick up their club releases.
      Note:This option is only available for producers that support pickup orders.
   4. Allow Gift Memberships on Club Sign Up Form: If toggled on, the Club Sign Up Form will allow customers to gift club memberships.
      Note: Gifting is supported in version 4 or later of the Club Sign Up Form. See Integration Resources for more details.
      1. If gifting is enabled, you can configure the Gift Options that appear on the Club Sign Up Form.
         1. By default, only the 'Ongoing Membership' gift option will be selected. This option will allow customers to gift a membership indefinitely until they request to cancel.
         2. Alternatively, or in addition to the 'Ongoing Membership' option, you can choose to display gift options that are limited to a specific number of releases.
            For example, if you wanted to offer a year-long membership to a club that releases quarterly, you could select 4 Releases.
            Once the gift recipient receives 4 club release orders through the membership they were gifted, their membership will expire and they will automatically be removed from the club.
   5. Release Skip Limits: If toggled on, you can limit how many releases each member can skip per calendar year. By default, members can skip two releases per year, and once they hit that limit a minimum order quantity of one is enforced when they customize a release. Select the pencil icon to change the allowed skips, the minimum order quantity, or the minimum order value. See Release Skip Limits for full details.

Add members

See Add Club Members for instructions on adding club members.

Scribe