Community Forum

How to avoid double charging when running club batch?


During club release months, how do you keep track of club members who come into tasting room to pick up and/or customize orders or order online, so that you don’t accidentally charge them when you run the club batch? I think I am looking for a report of all club members who make purchases between X date and X date, whether on the website or POS. Sometimes our tasting room staff forgets to mark club members’ orders as “club order” on POS.


I use List Builder for something similar, you can filter for Club Members who have purchased within X days. There might be other filters of use there, List Builder is pretty underrated.


Thank you! Very helpful!


The Club member reports include columns for last order date and amount. I find that pretty helpful.