This article provides a high-level overview regarding the benefits of integrating CellarPass with your WineDirect (formerly Vin65) account
There's many benefits of enabling the WineDirect integration module for CellarPass. It's especially important for those merchants that process hundreds of Reservations on a monthly basis and process payments within CellarPass as this will simplify the data exchange between the two systems.
Highlights
- Real-time customer look-up from CellarPass to WineDirect; either through the CellarPass booking engine or backoffice.
- Real-time club member look-up
- Apply automated discounts based on your own schema for club membership and/or contact types (front-end only).
- Real-time Customer upsert (not in WineDirect already) after Reservations is placed.
- Sync WineDirect Contact Types to use as Invite Lists within CellarPass.
- Upsert paid or complimentary Reservations as Orders within WineDirect.
- Upsert Credit Card used for Reservation to Customer's WineDirect account (additional one-time fee).
- Reservation Guest Notes uploaded into WineDirect Receipt as Order Notes.
Workflow Overview (Consumer Interface)
1. Guest (existing or not) searches reservation availability.
2. Guest selects experience, date, time, and number of guests.
3. Guest is required to log into CellarPass, or use Guest Checkout.
Advanced Features
3A. Customer would be recognized as a club member and any applicable discounts (your schema) would be applied.
3B. Customer could apply a Promo Code (your schema) to discount their Reservation.
4. Guest completes Reservation.
5. Guest (not existing in WineDirect) is upserted into WineDirect in real-time.
6. Admin and Guest receives Confirmation email.
Workflow Overview (Backoffice Interface)
1. Admin searches reservation availability.
2. Admin selects experience, date, time, and number of guests.
3. Admin can use "Match" feature to look up (Email Address or Last Name) of a guest within WineDirect's database (if frequent customer).
4. Admin matches existing Customer or adds them as new Guest.
5. Admin completes Reservation.
6. Guest (not existing in WineDirect) is upserted into WineDirect in real-time.
7. Admin and Guest receives Confirmation email.
Order Synchronization (Upsert)
Reservations can be upserted to WineDirect, but must be completely paid (or complimentary) to be available for the sync process. The synchronization service is done manually to allow maximum flexibility as to when your organization would like to sync, how, what, and when.
What Do Reservations Look Like as Orders?
- All Guest data becomes the "buyer" in WineDirect.
- Orders are marked as "Customer Pickup"
- You have the option to setup the Order Date as "Booked Date", "Event Date" or "Day of Synchronization". As far as Customer Pickup date, you can set this to be "Booked Date" or "Event Date".
- The SKU assigned to the Event that is synchronized will become the "product" displayed within WineDirect.
It's important that all of your Events and configurations are setup properly prior to any attempts to integration with WineDirect. Learn More
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