Every page in your dashboard, explained button by button
A tour of the Home page — the launch checklist, metric tiles, Needs Your Attention, Contacts, Member Overview and Recent Activity — and what every button does.
A walkthrough of every filter, column, button, bulk action and sidebar on the CRM page, where you find and manage members, staged members, customers and prospects.
A step-by-step walkthrough of the CRM import wizard — upload and the import template, column mapping (including signup questions), review and conflicts, updating existing members' signup answers, and what importing actually creates.
How to search, filter, export and add the notes and flags your team has written on any contact, all from the Notes page.
What every column, filter, button and menu item on the Clubs page does: creating, duplicating, publishing, closing, hiding, taking offline, deferring, reordering and deleting clubs.
Every step and field of the club editor — club type, details, delivery, billing, tiers, signup questions, photos, policies and review — plus how saving, publishing and approval work.
Choose which products are for sale online, organize them into categories and tags shoppers can browse (each with its own page), add a banner to your public page, set your store link, and turn the online store, its shipping or its pickup on and off.
Every control on the Orders page: the Store/club selector, filters, columns, statuses, bulk actions and each sidebar, including which actions charge cards, buy labels, send emails or can't be undone.
How to bring orders you sold before WineView into the Orders page from an Excel or CSV file, step by step, and what each imported order becomes.
Every control on the Inventory page: filters, columns, adding and importing items, the item sidebar tabs, shipping details, archiving and reserved stock.
Every control on the Templates page: the tier table, badges, and the two-step template sidebar for creating, editing, assigning and deleting enrollment and fulfillment templates.
Every button, column, sidebar and dialog on the Rewards page, where you create discounts, store credit and benefits for club tiers and loyalty customers.
A walkthrough of the Loyalty page, where you set up your points program, share its sign-up QR code, and edit or delete the program.
How to read, filter, sort and export the Redemptions page, the audit log of every reward your members and customers have redeemed.
Every column, menu option and field on the Promo Codes page, including the promo code sidebar and its Redemptions tab.
A walkthrough of the Payments pages — Stripe setup, Payouts, Transactions and Invoices — and what every card, column, filter, button and sidebar does.
A walkthrough of the Taxes & Fees page — what needs attention, fees on every order, the states table, and the state, fee and Add states panels.
Edit your business name, type, description and website, your contact details, your logo and brand colors, whether member IDs show at the register, and how the add-your-card emails work.
Brand the tablet sign-up screen, set the default kiosk options, and start kiosk mode so guests can join a club on the spot, including the Start Kiosk page and permission for staff who only run the kiosk.
Invite teammates, assign roles by location, create custom roles, and manage the staff list used for sign-up credit, including adding staff in bulk or from Toast or Square.
See every location in your business, add a new one, and edit, deactivate, promote or delete a location.
Pick your default shipping provider, the states you ship to, per-state label, compliance providers, online-store shipping speeds, free shipping promotions, and where tax on shipping is set.
Send yourself a test copy of any email WineView sends to your members, using a real club's branding and settings.
Edit the details, pickup options, pickup capacity, pickup messages and default-shipping status of the location you are working in.
A walkthrough of the Integrations page — each integration card, what its badges and footer text mean, and how to open an integration to connect or manage it.
How to ask for a report in plain English, run and save templates, count members' signup answers, download finished files, and export WSN-205 and BevLogic files from the Reports page.
What you'll find on the What's New page — WineView product announcements grouped by month — and how each post and its button work.
The ways to get help from the Help & Support page — Vino, the Help Center, live group sessions and email support — and what each button does.
