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Tasting Guest Count and Conversion Rates

Measure conversions of tasters to orders and wine club signups

Track how many guests participate in a wine tasting, then use WinePulse reporting to measure conversion rates from tasters - to orders and wine club signups.
 

In this Article



Tracking Tasters in POS

  1. After an order is completed in the POS, the confirmation window includes a field to indicate how many guests had a wine tasting.

  2. If the order includes any products with the Product Type: Tasting, this field will automatically populate with the total quantity of those SKUs.

    Screen Shot 2026-04-14 at 2.23.57 PM
  3. Staff can update or clear this value as needed.

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Tracking Tasters in Reservations

  1. When a reservation is checked in from the list page, the Check-In window includes a field to record how many guests had a wine tasting.
  2. If the reservation is for an Experience with the Experience Type: Tasting, this field will automatically populate with the reservation’s guest count.
  3. Staff can update or clear this value as needed.
  4. When using the quick check-in option on the Property Map, the guest count is logged automatically.
 

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Quick Add for Tasting Guest Count

  1. At any time while using the POS or managing Reservations, staff can quickly add a tasting guest count directly from the main menu, without creating an order.

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  2. Staff can update or clear this value as needed.

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Managing Tasting Guest Count

  1. On the POS page, the Tasting Guest Count section provides a log of all guest counts recorded through the POS, Reservations, and any manual updates.
  2. Staff can adjust counts and add notes as needed by clicking into the applicable reservation or order.
 

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WinePulse Reporting

Tasting Guest Counts flow into your WinePulse reporting, allowing you to track conversion rates from tasters to completed wine orders and new wine club signups.

This metric is available in the following reports:
  • DTC Daily, Weekly and Yearly: Tasters
  • TR Daily, Weekly and Yearly: Tasters, Wine Order Conversion Rate, Wine Club Conversion Rate
  • Daily Live Dashboard: Tasters
Metric details:
  • Tasters: Count of tasters for a given day or date range
  • Wine Order Conversion Rate: Conversion of tasters into purchasers of wine
  • Wine Club Conversion Rate: Conversion of tasters who are not current club members into new club signups