Getting Started
Onboarding, registration, and the key concepts you need to run your wine club
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.
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.
What Is WineView?
An introduction to WineView — what it is, the three club types it supports, and how pricing works.
Registration & Onboarding
How to create your WineView account, complete the AI-assisted registration wizard, and work through the onboarding checklist to get your wine club live.
The Setup Wizard
A stage-by-stage walkthrough of WineView's guided setup wizard (/dashboard/business/setup) that builds your business, locations, POS connection, club, shipping, payouts, branding, and member import before you go live.
Your Dashboard
A walkthrough of the WineView dashboard — the header, metric tiles, action items, CRM overview, activity feed, and how upcoming billing is computed.
Navigating WineView
A complete guide to the WineView sidebar, how navigation is structured, the dedicated Redemptions page, and how permissions and badges affect what you see.