Getting Started
Onboarding, registration, and the key concepts you need to run your wine club
Choosing the Right Club Type
Learn the difference between subscription, membership, and release-based clubs and choose the structure that best fits your products, members, and business.
How to Upgrade Your Toast Restaurant Management Suite
Learn what a Toast Restaurant Management Suite is, why you may need one to connect WineView, and how to upgrade your account.
What You Need Before Starting WineView Onboarding
Learn what to have ready before starting WineView onboarding, including your club details, locations, and access to your Stripe and POS accounts.
How to Price Your Club
Not sure what to charge? Start with what your members receive, what it costs you to deliver, and the value of being part of your club.
What Is WineView?
An introduction to WineView — what it is, the three club types it supports, member statuses, and how pricing works.
Registration & Onboarding
How to create your WineView business login, answer the annual club revenue question, book your call with the WineView team, and what happens next.
The Setup Wizard
A screen-by-screen guide to WineView's setup wizard — building your club, connecting Stripe, your POS and shipping, emailing steps to teammates, and booking your review call.
Club setup guide
Plain-language help for the setup wizard's club questions: club models, how often, shared date or join date, products or rewards, pickup or shipping, and how to structure club options.
Your Dashboard
What the numbers and lists on your WineView Home page mean — how each metric is calculated, what puts an item in Needs Your Attention, and who sees what.
Why WineView uses Stripe
What Stripe does for your winery, what connecting it involves, what WineView can and can't see, how fees work, and when money reaches your bank.
Navigating WineView
How the WineView business app is laid out: every left-sidebar section and item, badges, collapsing, the top bar, notifications, the user menu, and Vino.