Manually Adding a Customer

Whether you're welcoming a new wine club member, assisting a walk-in guest, or entering details from a phone call, Vino makes it easy to manually add a customer to your CRM.

This feature ensures your customer records stay up-to-date, helping you deliver personalized service, manage club memberships, and track engagement history—all from one central place.

👤 When Should You Add a Customer Manually?

• A guest visits your tasting room and makes a purchase

• A customer calls to place an order or inquire about the club

• A new subscriber signs up at an event or via paper form

• You want to pre-load a member before sending a wine club invite

🛠️ How to Add a Customer

Step 1: Navigate to CRM

1. Log in to your Vino dashboard.

2. Click the Customers tab in the left-hand navigation menu.

3. Click the “Add Customer” button in the top-right corner.

Step 2: Fill Out the Customer Form

1. Complete the necessary contact fields (i.e. Name, Email, Phone, etc.)

2. Click the Add Credit Card to save payment information on file.

3. Select Fulfilment Preference and add Shipping Address

4. Select which Club(s) the member belongs to.

Step 3: Save

Click “Create” at the bottom. The new profile will instantly appear in your All Customers list and be searchable by name or email.