Manage members, track contacts, and use CRM tools to grow your club
Give your staff quick access to WineView on an iPad to look up members, verify benefits, and add new members with ease.
Where club members live in WineView, how subscription, release and membership-only memberships differ, and links to guides for every member task.
How search and filters work on the CRM page, including how Past Due combines with other statuses and when the release-skip filter appears.
What each action in the member sidebar does — pause, resume, cancel, restart, reschedule billing, change tier, switch club — including charges, refunds and emails.
Activate or comp staged members, send card links, set paid-through dates, remove staged members and dismiss prospects in bulk from the CRM, and export contacts.
Make a member active straight away on a paid-through date, with nothing charged until then and no card on file yet: who can do it, how the date and first charge work, reminders, and what happens if no card arrives.
Give a member a club membership that's never billed, for life or until an end date: who can grant one, where, what members see, changing or ending a comp, and how rewards reset.
What each membership status means, how members move between them, how failed payments pause and resume members, and how staged members are activated.
Add notes your team can read and short flags that show on the POS, on any member, customer or prospect — and review them all on the Notes page.
How the CRM brings members, staged members, customers and prospects into one list, what each contact type means, and who can do what.
What happens when you import a spreadsheet of contacts or a Toast loyalty export — who becomes staged or a prospect, how duplicates are handled, and what's never charged or emailed.
Bring members over from another system with the date they've paid through, or as comps, using the Paid Through, Comp and Comp End Date columns in the contact import.
How to add prospects, track their interest, convert them into staged or active members, and dismiss the ones who aren't joining.
