Each Subscription club member has their own selection of wines, which WithWine sends them on every charge date. You can change a member's wines for them, or send them a link so they can change their own.
Before you start
Members can only choose from the wines in the club's Products available for selection list. To change that list, see "How to choose which wines Subscription club members can pick".
Saving a member's details resets their charge dates to the club's schedule. If you've moved a member's charge date by hand, check it again after you save. See "How to change a Subscription club member's charge dates or schedule".
Changing the bottle quantity clears the member's current wines, so you'll need to choose them again.
How to change a member's wines
Go to Club Members and click the member's name to open their customer record.
Under Memberships, click Actions next to the Subscription club.
Click Edit Details. The Update [club name] page opens in a new browser tab. This is the same page the member sees when they update their membership.
Under Selection, click Pack #1. The Make Your Selection page opens, with Member Prices Applied at the top.
Use − and + to change the quantity of each wine, or click Add to add a wine. For a mixed pack, click Add 6 (or the pack size).
Keep going until the pack is full. The button at the bottom says how many more you need, for example Select 3 products more. When the pack is full, it changes to Done.
Click Done.
Check the Summary on the left. It lists the new selection and the price.
Click Update Membership Details. The button changes to Membership Updated.
Other things you can change on the same page
The Update [club name] page also lets you change:
Customer Details: name, phone and date of birth.
Quantity: how many bottles in each order, if the club lets members choose. Changing the quantity clears the selection.
Frequency: how many times a year, if the club lets members choose.
Schedule: which months they're charged in, if the club has more than one schedule.
Delivery: which address to ship to. Click Show All Addresses to see the customer's other addresses. You can also turn on Authorised to Leave.
Payment: which card is charged. Click Add New Card to add a card.
Click Update Membership Details to save any of these changes.
How to let members change their own wines
At the top of the Update [club name] page there's a blue box: You can use this mail-merge URL in the email composer to allow club members to update their details.
Click Copy URL.
Paste the link into an email to your club members. See "How to send an email to your club members".
Each member who clicks the link sees their own membership, not the member you were looking at.
What happens next
The member's customer record shows Updated: Recurring Order with the new wines, once for each upcoming charge date. Every future charge uses the new selection.
The member's charge dates go back to the club's schedule. If you'd moved a date by hand, set it again.
The member isn't emailed about the change.
Troubleshooting
The page says "The following products are no longer available". A wine in the member's selection isn't in the club's Products available for selection list any more. The pack shows fewer bottles than it should, for example 3 of 6, and the summary says Awaiting selection. Choose another wine to fill the pack, then click Update Membership Details.
The member's charge date changed after I saved. Saving a member's details always resets their charge dates to the club's schedule. Move the date again with Change Schedules & Charge Dates.