Want to give your team an easy way to access WineView while they’re helping customers? An iPad is a simple way to keep WineView handy right at the register or in your tasting room.

Your staff can use it to quickly look up members, confirm membership, check club information, and add new members.

Getting WineView Set Up on Your iPad

Good news, there’s no separate app to download.

Open Safari on your iPad.
Go to WineView and select Log In.
Sign in to your WineView account.
From your dashboard, head to CRM.

That’s it! Your team can now use the CRM while helping customers.

Make WineView Easy to Find

If your team will be using WineView regularly, you can add it to the iPad Home Screen for quicker access.

Open WineView in Safari.
Tap the Share button.
Select Add to Home Screen.
Name the shortcut WineView.
Tap Add.

Now WineView is just one tap away.

What Can Staff Do?

Quickly Look Up a Member

Someone says they’re a member? Easy.

Head to the CRM and search for them. Your team can confirm their membership and review their club information before applying any applicable benefits.

Verify Member Benefits

If your POS setup does not automatically recognize WineView members, your team can use the iPad to quickly verify their membership.

The process is simple:

Look up the customer in WineView → Confirm their membership → Check their benefits → Apply the appropriate discount in your POS

This gives your staff an easy way to make sure members receive the right benefits.

Add a New Member

Have someone ready to join?

If they do not use your QR code or signup link, your staff can add them through WineView.

From the CRM, select the option to add a new member and enter their information.

Using WineView Alongside Toast

Depending on how your Toast account is configured, WineView member lookup may not be available directly through the Toast POS.

In that case, your iPad can handle the member lookup while Toast handles the transaction.

When a member visits:

Look them up in WineView on the iPad.
Confirm their membership.
Check their applicable benefits.
Return to Toast.
Apply the appropriate discount or benefit to their check.

Simple, and your team can keep things moving without changing their checkout process.

A Few Tips for Your Team

We recommend keeping the iPad near your register or service area so WineView is easy to access when you need it.

Before your team gets started, make sure the iPad is connected to WiFi and that staff know how to:

• Open WineView • Navigate to the CRM • Search for a member • Confirm membership and benefits • Add a new member • Apply the appropriate benefit in your POS when needed

Once your team knows the basic flow, WineView should fit easily into the everyday customer experience.