Navigating WineView

The sidebar is your main navigation. It appears on the left side of the screen. At the top of the sidebar, your business logo and name are displayed, along with your current location name below. You can collapse the sidebar by clicking the small arrow button at the top-right edge of the sidebar.

Standalone Items

At the top, before any section headers:

Home (Home icon) — Your main dashboard with metrics, action items, and activity
What's New (Sparkles icon) — Platform announcements and feature updates

Below the standalone items, a horizontal divider separates them from the main sections.

Club Management

Clubs (Store icon) — Your wine club offerings (listings) that members can join. Requires any listing permission.
Members (Users icon) — View and manage your club members. Requires customer permissions. Disabled until you have an active club.
CRM (UsersRound icon) — Customer relationship tools — contacts, prospects, and import. Requires View CRM permission.

Orders

Club (Truck icon) — Manage club fulfillment — shipments, pickups, labels, and order statuses. Requires fulfillment permissions. Disabled until you have an active club.
Store (ShoppingCart icon) — Ecommerce orders from your online storefront. Requires Process Orders permission.

Location Management

Scoped to your selected location:

Inventory (Box icon) — Your wine catalog and stock levels. Requires any inventory permission.
Templates (FileStack icon) — Define which wines go into each shipment. Requires fulfillment or listing edit permissions.
Rewards (Gift icon) — Member benefits and rewards at different tier levels. Requires any rewards permission.
Location Settings (Settings icon) — Configure settings specific to the selected location (details, pickup, shipping). Requires fulfillment or location management permissions.

Business Management

Payments (CreditCard icon) — Stripe connection, payouts, and transaction history. Requires any financial permission.
Taxes & Fees (Receipt icon) — Configure tax and fee settings. Requires financial permissions.
Shipping (Truck icon) — Configure which U.S. states you ship to. Requires Manage Shipping permission.
Team (Users icon) — Manage staff access, roles, and permissions. Requires Manage Team Members permission.
Emails (Mail icon) — Preview and test every email template WineView sends on your behalf. Requires Test Emails permission. Disabled until you have an active club.
Locations (MapPin icon) — Your physical locations (tasting rooms, production facilities, etc.). Requires Manage Locations permission.
Reports (BarChart3 icon) — Performance reports and analytics. Owner only.
Integrations (Puzzle icon) — Connect with Toast, Shippo, Vinoshipper, and other tools. Requires Manage Integrations permission.
Settings (Settings icon) — Business profile, contact info, and theme/branding. Requires Manage Group Settings permission.

Pinned to the bottom of the sidebar, separated by a divider:

Help (HelpCircle icon) — Links to the support page. Owner only.

Disabled items — Items that require an active club listing (Members, Club under Orders, Emails) appear grayed out and disabled until you publish your first club. Hovering over a disabled item shows a tooltip: "These pages will be unlocked as soon as you have an active club."
Badge counts — Sidebar items show badge counts when there are action items needing attention (for example, a red badge on Members if there are failed payments, or on Templates if a template needs updating). Hover over a badge to see details about what needs your attention.
Permission gating — Items are only visible if you have the necessary permissions. Entire sections are hidden if none of their items are visible to you.
Mobile behavior — On mobile and tablet (screen width 1024px or less), clicking a nav item automatically collapses the sidebar.