Page Guides
Every page in your dashboard, explained button by button
Using the Home page
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.
Using the CRM page
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.
Importing members and contacts
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.
Using the Notes page
How to search, filter, export and add the notes and flags your team has written on any contact, all from the Notes page.
Using the Clubs page
What every column, filter, button and menu item on the Clubs page does — creating, duplicating, publishing, closing, hiding, deferring, reordering and deleting clubs.
Creating and editing a club
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.
Using the Orders page
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.
Importing orders
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.
Using the Inventory page
Every control on the Inventory page: filters, columns, adding and importing items, the item sidebar tabs, shipping details, archiving and reserved stock.
Using the Templates page
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.
Using the Rewards page
Every button, column, sidebar and dialog on the Rewards page, where you create discounts, store credit and benefits for club tiers and loyalty customers.
Using the Loyalty page
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.
Using the Redemptions page
How to read, filter, sort and export the Redemptions page, the audit log of every reward your members and customers have redeemed.
Using the Promo Codes page
Every column, menu option and field on the Promo Codes page, including the promo code sidebar and its Redemptions tab.
Using the Payments pages
A walkthrough of the Payments pages — Stripe setup, Payouts, Transactions and Invoices — and what every card, column, filter, button and sidebar does.
Using the Taxes & Fees page
A walkthrough of the Taxes & Fees page — state cards, tax and fee lines, the shipping-tax switch, and the Add states, line item and Preview dialogs.
Using the General settings page
Edit your business name, type, description and website, your contact details, your logo and brand colors, your online store switches, whether member IDs show at the register, and how the add-your-card emails work.
Using the Kiosk settings page
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.
Using the Team page
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.
Using the Locations page
See every location in your business, add a new one, and edit, deactivate, promote or delete a location.
Using the Shipping page
Pick your default shipping provider, the states you ship to, per-state label, compliance and tax providers, online-store shipping speeds, and tax on shipping.
Using the Emails page
Send yourself a test copy of any email WineView sends to your members, using a real club's branding and settings.
Using the Location settings page
Edit the details, pickup options, pickup capacity, pickup messages and default-shipping status of the location you are working in.
Using the Integrations page
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.
Using the Reports page
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.
Using the What's New 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.
Using the Help & Support page
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.