Add club members

Add or find the customer

1. Click Customers > Add Customer for a new customer, or Customers > Customer List for someone already in your account.
2. For a new customer, enter their email address and information, then click Continue.
3. If that email address already belongs to a customer on your Customer List, click the link to update the existing customer instead.

Note: For gift memberships, add the club membership to the gift giver's customer account – not the recipient's.

Add the club membership

1. Open the customer's Clubs tab.
2. Click Add to Club.
3. Select the club.
4. If this is a gift, turn on This is a gift. The flow updates to collect the gift recipient's details.
5. Click Next.
6. For a gift membership:
   1. Enter the gift recipient's information. Click Next.
   2. Set when the gift expires. Click Next.
      • Choose Ongoing if the gift continues until the gift giver asks to cancel it.
      • Or enter a number of releases. The membership expires and the recipient is removed from the club once they have received that many club release orders.
7. Set the release preference and shipping address. See Set the release preference below.
8. To skip the welcome email, turn off Send welcome email to buyer.

   Note: For gift memberships this email goes to the gift giver, not the recipient. The recipient is never sent a Club Welcome email, so it is up to the gift giver to tell them about the gift.

9. Click Add to Club.

The membership now appears on the customer's Clubs tab. If the customer belongs to more than one club, memberships are sorted by Member Since date with the newest at the top.

Set the release preference

The release preference tells us how this member receives every release for this club: picked up from you, or shipped to them. Set it once and each release order for the membership follows it.

• Choose pick up if the member collects their order from you.
• Choose ship if the order goes out to an address.

Enter a shipping address either way.

Note: We ask for a shipping address even for pick-up members. If a member cannot make it in for a release, you already have somewhere to ship it.

Two things affect what you can choose here:

• If the club has Pick Up Only turned on, ship is not available for its members. See Adding a club - public and private.
• Pick up is only available if your account supports pickup orders.

You can change the release preference later from the membership, and members can change it themselves through a profile update link. See Updating club members' details. If a member is moving to a different club, carry their release preference and shipping address over to the new membership – see Changing clubs.

Add the member's credit card

The card is stored on the customer, not on the membership, so this is a separate step after the membership is created. It is easy to miss – and without a card on file, this member's order moves to the Problem section when you process the release.

1. Go to the customer's Profile & Credit Card tab.
2. Enter the card details and click Save.

Note: The card is authorized when you save it. If it is not approved, it cannot be added – even though no charge is being made yet.

For a gift membership, the card belongs to the gift giver. They are the one paying for each release.

Do not have the card in front of you? Send the customer a secure link and they can add it themselves – see Send card update link.

Scribe