WithWine

Use the Excluded products list to stop credit being spent on, or earned from, particular products.

How to stop credit being earned or spent on certain products

Outstanding liabilities show how much unspent gift card and credit value your customers still hold, and why you need to keep track of it.

What are outstanding liabilities?

Why WithWine encourages you to reward a customer's next purchase with credit, instead of discounting their first one.

Why give customers credit instead of discounts?

The three types of credit in WithWine: purchased credit (gift cards), manual credit and loyalty credit.

What are the different types of credit?

A credit class decides what a customer's credit can be spent on, such as wine only or shipping only.

What is a credit class?

Create a credit class to control what customers can spend a type of credit on.

How to create a credit class

How to delete a credit class, and what happens to customers who already have credit in that class.

How to delete a credit class

Set up your loyalty program so customers automatically earn credit when they spend with you.

How to set up your loyalty program

How loyalty program tiers decide when customers start earning credit, and how much credit they earn.

How loyalty program tiers work

How customers see and spend their account credit at checkout on your website, and how this differs from gift cards.

How customers use their credit

How expiry works for loyalty credit, manual credit and gift cards, including the legal minimum expiry for gift cards in Australia and the US.

How long does credit last before it expires?

Change a credit class's name or what its credit can be spent on. Changes also apply to credit customers already have.

How to edit a credit class

Credit classes, your loyalty program and outstanding liabilities in Settings > Loyalty & Credit.

Loyalty & Credit

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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