Edit a Member

Click any row in the members table to open the Member Sidebar — a panel that slides in from the right side of the screen. From here you can view all member details, edit their profile, and perform lifecycle actions.

At the top of the sidebar you will see:

Member name as the title (or "Customer" if no name is on file)
Email directly below the name
Merchant ID — if set, shown below the email. If not set, an Add ID link appears. Click it to enter an ID.
Status badge — a colored dot with the member's status (e.g., Active, Paused). If a pause is scheduled, the badge reads "Pausing {date}". Color mapping:
- Green dot — Active, Trialing
- Yellow dot — Past Due, Unpaid, or Active with a pending pause
- Red dot — Canceled, Payment Failed, Incomplete Expired
- Gray dot — all other statuses
Skipping pill — an amber badge that reads "Skipping" when the member has exactly one skip remaining, or "Skipping 2", "Skipping 3", etc. when they have more. Only shown for release members with skips remaining.
Pending fulfillment rows — amber-highlighted rows showing the club/order name and item count for any orders ready to be fulfilled. Each row is clickable and navigates to the fulfillment view for that order.
Flag band — a purple banner if the member has any active flags. A single flag shows the flag text directly. Multiple flags show the count with a chevron to expand/collapse the list.

Tab Strip

Directly below the header is a row of tabs:

Tab	What it contains
Details	Member profile, membership info, alternate contacts, skip status
Rewards	Reward status and redemption history
Orders	Fulfillment history (only visible if you have the Manage Fulfillment permission and the club uses fulfillment)
Payments	Payment method on file and charge history
Notes	Staff notes and flags — see Customer Notes
Emails	Email history for this member
Import Data	Original imported data (only visible if the member was imported)

Details Tab

The Details tab is divided into these sections:

MEMBER section — Shows name, birthday, phone, email, member-since date, and signup channel (Self-service or Added by staff name). Click the Edit member button (pencil icon) to edit.

ALTERNATE CONTACTS section — Lists any authorized contacts for this member. Each contact shows phone, email, birthday, and relationship. Click + to add, the pencil icon to edit, or the trash icon to delete.

MEMBERSHIP section (release members) — Shows club, tier, price (or price range per release), fulfillment method (Local Pickup or Shipping), location, cancelled date and cancelled-by (if applicable).

MEMBERSHIP section (subscription members) — Shows club, tier, price, fulfillment method, location, billing period start/end, next billing date, pending tier change (if any, with a Cancel Pending Change link), pending club switch (if any, with a Cancel Pending Switch link), credit balance (if any), cancelled date and cancelled-by (if applicable).

SKIP STATUS section (release members only) — Shows next release status ("Skipping" or "Receiving"), skips remaining, and skip controls (− button, number input, + button, and Update Skips button).

Other Tabs

Rewards — Shows the member's current reward status for their club, followed by a redemption history section. If your business has an active Rewards Program, the tab also shows points balance, lifetime points, visit count, and enrollment status.
Orders — Shows fulfillment history for this member — past and current shipments, pickups, and order statuses.
Payments — Shows the payment method on file and a chronological list of charges. For subscription members, also shows billing details.
Emails — Shows a chronological list of all emails sent to this member by WineView.
Import Data — Visible only for imported members. Shows the original data from the import spreadsheet.

Action Buttons

The bottom of the sidebar has a sticky footer with action buttons. The buttons depend on the membership type and status:

Subscription members:

Status	Buttons (left to right)
Active or Trialing	Change Tier (if multiple tiers exist) → Switch Club → Pause → Cancel (red)
Active with pending pause	Change Tier (if multiple tiers) → Switch Club → Cancel Pause → Cancel (red)
Paused	Resume Membership → Cancel (red)
Cancelled or Payment Failed	Restart Membership → Switch Club
Past Due	No buttons — shows "Payment past due — Stripe is retrying automatically" in amber text

Release members:

Status	Buttons (left to right)
Active	Change Tier (if multiple tiers exist) → Switch Club → Pause → Cancel (red)
Paused	Resume Membership → Cancel (red)
Cancelled	Reactivate Membership → Switch Club

How to Pause a Member

Click the member's row in the table to open the Member Sidebar.
At the bottom of the sidebar, click Pause.
A confirmation dialog titled Pause Membership appears.

For release members, the dialog shows:

"Excluded from new releases" — the member will not be enrolled in any new releases until resumed
"Rewards suspended" — POS lookup and reward redemptions will be blocked while paused
A checkbox: Also cancel reservations on currently open releases

For subscription members, the dialog shows:

"Billing will be paused" — no further charges until resumed
"Rewards remain active until period ends" — the member can still redeem rewards through the end of their current billing period
An info box: "You can cancel the pending pause at any time from the member sidebar before it takes effect."

Click Yes, Pause Membership to confirm, or click Keep Active to go back.
For subscription members, the pause is scheduled for the end of the current billing period (the status badge changes to "Pausing {date}"). For release members, the pause takes effect immediately.

How to Resume a Paused Member

Click the paused member's row to open the Member Sidebar.
At the bottom of the sidebar, click Resume Membership.
The member's status returns to Active immediately.

How to Cancel a Member

Subscription members

At the bottom of the sidebar, click Cancel (the red button on the far right).
A confirmation dialog titled Cancel Membership appears with two warnings:
- "Customer will lose access" — the customer will no longer receive shipments and lose member benefits
- "Immediate cancellation" — the membership will be cancelled immediately in Stripe
A checkbox: Refund membership cost. Check it to issue a refund.
Click Yes, Cancel Membership (red) to confirm, or click Keep Active to go back.

Release members

At the bottom of the sidebar, click Cancel (the red button on the far right).
A confirmation dialog titled Cancel Membership appears with one warning:
- "Member will lose access" — the member will no longer receive future releases or member benefits
Click Yes, Cancel Membership (red) to confirm, or click Keep Active to go back.

How to Restart a Cancelled Subscription Member

Click the cancelled member's row to open the Member Sidebar.
At the bottom, click Restart Membership.
A dialog titled Restart Membership appears.
If the club has multiple tiers, a Select tier section shows radio buttons for each available tier with name, item count, and price. The previous tier is pre-selected and marked "(current)".
A checkbox: Charge signup fee — "If checked, the member will be charged the signup fee again."
Click Restart Membership to confirm, or click Cancel to go back.

How to Reactivate a Cancelled Release Member

Click the cancelled member's row to open the Member Sidebar.
At the bottom, click Reactivate Membership.
The membership returns to Active status immediately.

How to Change a Member's Tier

Subscription members

At the bottom of the sidebar, click Change Tier. (Only appears if the club has more than one tier. Disabled if a pending change is already scheduled.)
A dialog titled Change Tier appears.
If a tier change or club switch is already pending, an amber warning is shown (e.g., "A tier change to {tier name} is already scheduled. Confirming will replace it.").
A Current tier box shows the member's current tier name and price.
Under Select new tier, radio buttons list all other available tiers with tier name, item count, and price.
Under Billing, two radio options control when the change takes effect:
- Apply next billing cycle — "No immediate charge adjustment"
- Apply immediately (prorate) — "Charge/credit the difference now" (disabled if the current cycle is already fulfilled)
Click Confirm Tier Change to save, or click Cancel to go back.

Release members

At the bottom of the sidebar, click Change Tier. (Only appears if the club has more than one tier.)
A dialog titled Change Tier appears with the subtitle "Select a new tier for this member. This will take effect immediately."
A Current tier box shows the member's current tier name, bottle count, and price range.
Under New Tier, a dropdown lets you select a new tier. Each option shows the tier name, bottle count, price range, and current enrollment count.
Click Change Tier to save, or click Cancel to go back.

How to Switch a Member's Club

At the bottom of the sidebar, click Switch Club.
A multi-step dialog titled Switch Club opens with these steps:
- Club — Select the new club from the list of available clubs
- Tier — Select a tier in the new club
- Fulfillment — Choose the fulfillment method and, if shipping, provide an address
- Initial Purchase — If the new tier requires an initial purchase, select items
- Confirm — Review the switch details
Use Back to return to a previous step, or Cancel on the first step to close.
Click Confirm Switch on the final step to complete the club switch.

How to Add a Merchant ID

In the sidebar header area, below the email, click Add ID (a "+" icon followed by "Add ID").
An inline text field appears with the placeholder "Enter ID…" (max 50 characters).
Type the merchant ID and click Save or press Enter.
To cancel without saving, click Cancel or press Escape.

To edit an existing merchant ID, click the displayed ID. The same inline editor appears.

How to Update Skips (Release Members)

In the Details tab, scroll down to the SKIP STATUS section.
Use the − and + buttons to decrease or increase the skip count, or type a number directly into the input field.
Click Update Skips to save the change.
The "Next release" row updates to show "Skipping" or "Receiving" based on the new count, and the "Skipping" pill in the sidebar header updates accordingly.

How to Add an Alternate Contact

In the Details tab, scroll down to the Alternate Contacts section.
Click the + button in the section header.
A form appears with fields for Phone, Email, Birthday, and Relationship (options: Partner, Family Member, Friend, Other).
Fill in the contact details and click Save.
The new contact appears in the list. You can add up to 5 alternate contacts.

To edit an alternate contact, click the pencil icon on their row. To delete one, click the trash icon.