An Editable Release club is a club where the winery sets a default order for each club run and members can change it. When you post an Editable Release club run, members are emailed and can make their selection online without logging in.
Before you start
Each member needs a card linked to their club membership. See "How to link a saved card to a club membership".
Check everything before you post. You can't change anything after you post a club run: not the charging option, the available wines, the default order or the dates. If you make a mistake, cancel the club run before the charge goes through, then post a new one. Members who have already been charged need their order cancelled on the Orders screen, which refunds the money automatically.
How to post an Editable Release club run
Go to Club Members.
Click Filters and choose your club in Show memberships for. The Post Club Run tile shows $0 because the price isn't known until members choose.
Click Post Club Run.
In Charge club members, choose when members are charged:
At a given date: everyone is charged on the Charge Date. Members who haven't chosen get the default order. Members can change their selection as many times as they like before the charge date.
When they make their selection: each member is charged as soon as they save their selection. They can't change it afterwards. Then choose whether to charge members who haven't chosen by a given date: Yes charges them the default order on the Charge Date; No leaves their club run open.
Set the Charge Date and time if needed. The default is 14 days from today. The time zone is shown under the date.
Type a Club Run Name.
On the Available Selection tab, tick each wine members can choose. Use the Min and Max controls to set limits for a wine if you need them.
On the Default Order tab, set the quantity of each wine in the default order. The bottle count must match the club's bottle quantity, for example 6 of 6 bottles selected for the default order.
Add any Additional Items, Manual Discount or Additional Shipping if needed.
Click Review Club Run and check the details.
Leave Send Selection Email on to email members now, or click Set Schedule to send the email later. Click Preview Email to see it.
Click Post Club Run.
What happens next
Members show AWAITING CHARGE DATE OR SELECTION with a DEFAULT ORDER badge until they choose.
Each member gets an email, Selection Required for [club name], with a Make Your Selection Now button. The email shows the delivery details, the last 4 digits of the card and the default order they'll get if they don't choose by the charge date.
Make Your Selection Now opens the selection page without a login. Members see member prices, change quantities and click Save Selection. The selection must match the club's bottle quantity and be shippable in full boxes.
Members are charged when they save (if you chose When they make their selection) or on the charge date. They're emailed a receipt and the order appears on the Orders screen.
Important: open club runs
If you choose No for charging members who haven't chosen, their club run stays open until you cancel it. Members with an open club run aren't included in your next club run. Cancel leftover club runs when you've finished. See "How to keep your club members up to date after every club run".
Troubleshooting
A member says the selection page won't let them save. The selection must add up to the club's bottle quantity, and orders must be shippable in full boxes. The page shows a message such as Please select 1 product more or Orders must be shippable in boxes of 6.
A member wants to change their selection after being charged. If the club run charges when members make their selection, the selection can't be changed in the selection page once saved. To refund the member, cancel their order on the Orders screen. Cancelling an order refunds the money automatically.
I made a mistake in a club run I've already posted. You can't change anything after you post a club run. Cancel the club run before the charge goes through (Bulk Actions > Bulk Cancel Active Club Runs) and post a new one. Members who have already been charged (for example, if the club run charges when members make their selection) aren't in the club run any more. Cancel their order on the Orders screen, which refunds the money automatically.