Getting ready to set up WineView? Here’s what to have on hand before you begin.

You do not need everything ready before starting WineView onboarding. You can skip certain connection steps and return to them later. You can also email some connection steps to another person on your team.

Having the following information ready will make setup faster.

1. Your Wine Club Details

Before starting WineView onboarding, gather the basic information about your wine club.

You may need:

Wine club name
Membership pricing
Club tiers, if applicable
Member perks and benefits
Pickup options
Shipping options

You do not need to have every detail memorized. Having the basics nearby will make it easier to build your club in WineView.

2. Your Winery Locations

Have the basic information for each winery or tasting room location you want to manage in WineView.

If you operate multiple locations, make sure you know which locations should be included in your WineView account.

3. Access to Your Stripe Account

WineView uses Stripe for payments.

Stripe must be connected before your wine club can go live.

If you have access to your winery’s Stripe account, have your account information ready during onboarding.

What if I don’t have access to Stripe?

You can still continue onboarding.

If another person manages your Stripe account, you can email the Stripe connection step to that person so they can complete it.

You can also skip the Stripe connection step and return to it later.

Skipping Stripe does not prevent you from continuing through onboarding. However, Stripe must be connected before your club can go live.

4. Access to Your POS Account

If you are connecting WineView to a point-of-sale (POS) system, such as Toast, have the appropriate POS account access available.

What if someone else manages our POS?

You do not need to stop onboarding.

If another team member manages your POS account, you can email the POS connection step to that person to complete.

You can also skip the POS connection step and return to it later.

Yes.

You can begin and continue WineView onboarding even if you do not currently have access to your Stripe or POS account.

During the applicable connection steps, you can:

Connect the account yourself
Email the connection step to someone who has access
Skip the step and return to it later

Important: Your Stripe account must be connected before your wine club can go live.

Quick Checklist Before You Start

Having these items ready will make WineView onboarding easier:

✓ Basic wine club details

✓ Winery and tasting room locations

✓ Stripe account access or the contact information for the person who has access

✓ POS account access or the contact information for the person who has access

Don’t have everything yet? Go ahead and start. You can bring in the right people or return to connection steps when you need to.

A little prep now means more time for the good stuff later. 🍷