Auto processing on clubs means the system will automatically process your clubs for you based on a processing date you setup ahead of time.
In this article:
Note: If your club package was setup prior to Feb 17, 2020 auto processing will not apply to your package. Manual processing is only available for club packages setup prior to Feb 17, 2020.
How auto processing works
Club auto processing is based on the 'Auto Process Date' you set in Step 1 of your club package setup. For directions on setting up your club package, click here - setting up your club package.
The club auto processing functionality will automatically process a club package at 12:00 a.m. local winery time, on the auto process date you set in step 1.
Example: If you set an 'Auto Process' date of May 1, 2020 in step 1 of the club package setup, the packages will automatically process at 12:00 a.m. on May 1, 2020.
Both club members and admins can make edits to a club package until 11:59 p.m. the day before the auto process date you set in step 1.
Example: If you set an 'Auto Process' date of May 1, 2020 in step 1 of the club package setup, club members and admins can make edits to a package until 11:59 p.m. on April 30, 2020.
Note: Clubs must be in an 'Active' status for auto-processing to work.
Frequently asked questions
Here are the answers to a few of your more commonly asked questions! If you don't see what you're looking for, contact firstname.lastname@example.org.
- Can I change the 'Auto Process' date after a club has been auto processed?
No. Once a club has been auto processed the date can no longer be changed.
- What happens if my 'Auto Process' date is a date that has past?
If the auto process date is set a date in the future, auto processing will happen at that future date. If you change the date to a date in the past, the club will auto process at the top of the next hour from the time you set the 'Auto Process' date.
Note: Club emails will only send if the auto process date is set in the future.
- What if I want to process a package before the 'Auto Process' date?
You can manually process a club or an individual package before the auto process date by going to Step 3 of the package. To process all packages you can select 'Process' at the top of the page. To process an individual package you can click 'Process' next to the individual member.
- What if I don't want a member to auto process?
You can manually skip a club member if you do not want them auto-processed. Club members that are manually skipped before the auto process date, will not be processed. Club members that were skipped before the auto process date can be manually processed per the instructions above.
- Can I turn auto processing off?
No - Club auto processing cannot be turned off.
- What will happen if I change the auto process date?
It is not recommended to change the process date of your club package. If you change an auto process date to a date in the future, your package will be processed on that date. If you change an auto process date to a date in the past, the club package will automatically process at the top of the next hour.
Note: If you change the 'Auto Process' date, your automatic club emails will not update and will continue to trigger based on the original process date of the package.
- What if my customer doesn't want their club package charged on the auto process date?
If you do not want a package auto processed on the 'Auto Process' date you set you can manually skip that member in Step 3 of the package setup. When you are ready to process that package, you can manually un-skip the member and process them.
- What is someone signs up for my club on or after the 'Auto Process' date - Can I add them to the package?
If a member signs up on or after the 'Auto Process' date, you can add them to the club package. Click here for more information.