Managing Customers

Adding Customers

There are two ways that customers can join your business at Beer Club Hub. First, you can send invitations to customers to create a Beer Club Hub account and join your business. Second, if you allow membership requests in your Business Settings, existing Beer Club Hub users can search for your business and submit a request to be a member. In your Business Settings, you can choose to have these membership requests automatically approved.

Sending an Invitation

1. Click Manage from the top menu
2. Click Customers
3. A list of your customers will be displayed
4. Click Actions and then Invite Customer

On this page, fill out the form and click Send Invitation. Repeat these steps to invite other customers. Click Done to return to your customer list. The form fields are described below.

• First Name

  The first name of the customer. The customer can change their name when they create their Beer Club Hub account.

• Last Name

  The last name of the customer. The customer can change their name when they create their Beer Club Hub account.

• Email

  The email address where an invitation email will be sent. This does not have to be the same email address the customer uses when creating an account with Beer Club Hub.

• Message

  (Optional) An extra message that will be added to the invitation email that we send to the customer. Our email already explains how the customer can accept the invitation and create an account with Beer Club Hub.

The following describes the experience for you and your customer after you send an invitation.

1. An invitation will be sent to the email address you specified in the form
2. The customer will click a link in the email to accept the invitation
3. The customer will create a new account with Beer Club Hub, or login with an existing account
4. The customer will see your business dashboard
5. You will see the customer in your customer list

Reviewing Membership Requests

If you have not selected the Automatically accept membership requests setting in your Business Settings, managers will have to review and approve each membership request manually. To review membership requests:

1. Click Manage from the top menu
2. Click Customers
3. A list of your customers will be displayed
4. Click Actions and then Review Requests to Join
5. A list of the requests are displayed
6. Click on Approve to approve the membership, or Deny to deny the request.

Repeat these steps for each request. Click Done to return to your customer list. Customers will receive a friendly email when you approve or deny their request.