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
Member ID — the WV Member ID or your custom ID appears next to the email. Click it to edit, or to add a custom ID if none is set.
Status badge — a colored dot paired with a short status label. The dot color reflects the membership's lifecycle state, while the label spells out any scheduled change. Color mapping:
- Green — Active or Trialing
- Blue — a tier change or club switch is pending (the label reads "Switching {date}")
- Yellow — a cancellation is scheduled (label "Ending {date}"), or the member is paused with a scheduled auto-resume (label "Paused until {date}")
- Red — Canceled
- Gray — Paused with no scheduled resume, or any other state
A member who has a future pause scheduled stays Green — they remain active until the pause begins — and the label reads "Pausing {date}".
Past Due badge — a separate badge that appears next to the status dot when the member has an outstanding balance. "Past Due" is not a membership status, so it never changes the dot color. The full balance detail (and tools to resolve it) live in the Outstanding Balance card lower in the member's profile.
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 a scheduled pause	Change Tier (if multiple tiers) → Switch Club → Cancel Pause → Cancel (red)
Paused	Resume Membership → Cancel (red)
Canceled	Restart Membership → Switch Club

A Past Due balance does not change which buttons appear — a member with an outstanding balance stays Active and keeps the normal Active buttons. The balance is handled in the Outstanding Balance card, not through these footer actions.

Release members:

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

When a release member has a pause or cancellation scheduled for a future date, the Pause button is replaced by Cancel Scheduled Pause, and a Remove Scheduled Cancellation button appears, so you can undo the scheduled change.

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
Pause start date (optional) — leave it empty to pause immediately, or pick a future date to schedule the pause
Auto-resume date (optional) — leave it empty to keep the member paused until you resume them manually, or pick a date to resume automatically
When you pause immediately (no start date set), a checkbox appears: Also cancel reservations on currently open releases

For subscription members, the dialog shows:

"Billing will be paused" — no further charges until the membership is resumed
"Rewards remain active until the pause starts" — the member keeps access through their last paid day
Pause starts — a dropdown to choose which billing-cycle boundary the pause begins on. The default is the next billing date, and the member is billed normally until then.
Resume automatically — a dropdown set to "Keep paused until I resume manually" by default; you can instead pick a future cycle boundary to auto-resume on.
Email the member about this pause — a checkbox (on by default) that controls whether the member is notified
An info box summarizing when the pause starts and resumes, and reminding you that you can cancel the pending pause from the sidebar before it takes effect

Click Yes, Pause Membership to confirm, or click Keep Active to go back.
For a subscription member, the pause is scheduled for the boundary you chose (the status badge changes to "Pausing {date}"). For a release member, the pause takes effect on the start date you set, or immediately if you left it blank.

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. The change activates at the next billing date and the upcoming cycle's reservation switches to the new tier at that time.
- Apply immediately (prorate) — Charge or credit the difference now via Stripe proration. The current cycle's reservation is also updated to the new tier's template, bottle count, and estimated subtotal on the spot (unless the reservation has been customized or is already charged — see preview banner below).
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.
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.
If the member has an open release that has not yet charged, a Tier Change Impact banner appears showing what will happen to their current reservation when you confirm. See the table below.
Click Change Tier to save, or click Cancel to go back.

Banner Color	When	What it tells you
Blue	Current reservation will be updated	Shows the release name, the new template name, new bottle count, and estimated subtotal so you can sanity-check the change before confirming.
Amber	Reservation has been customized	The member's customized selection is protected — items won't be overwritten. The membership still moves to the new tier; future releases use the new tier.
Gray	Charge run is in progress	A bulk charge job is currently running for this release. The current release reservation is locked; the tier change applies to future releases.
Gray	Already charged	The reservation is past the charge phase. Tier change applies to future releases only.
Gray	No open release / no template	Either there's no open release, or the new tier has no template configured in the open release. Future releases will use the new tier.

After you confirm, a toast confirms what happened (e.g., "Tier changed and current reservation updated", "Tier changed; current selection kept", "Tier will apply to next release").

For more on tier-template assignments, see Tiers and Pricing and Templates.

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.

Member identifiers

Every membership has two identifiers:

WV Member ID — an ID WineView generates automatically when the member is created. It is read-only and always present. In the sidebar header it appears on its own line as "WV Member ID: {code}" with a copy button, so you can grab it for support tickets, spreadsheets, or POS lookups.
Custom ID — an optional identifier you set yourself, useful for carrying over reference numbers from a system you migrated from.

Throughout WineView — the members table, the CRM, and the sidebar header — the ID shown next to the member's name is your custom ID if you've set one, and the WV Member ID otherwise.

Add or edit the custom ID

In the sidebar header, click the identifier shown next to the email (this shows your custom ID if set, otherwise the WV Member ID).
An inline text field appears with the placeholder "Enter custom ID…" (max 50 characters).
Type the ID and click Save or press Enter.
To cancel without saving, click Cancel or press Escape.

Copy the WV Member ID

Click the copy icon next to "WV Member ID: {code}" in the sidebar header to copy the auto-generated ID to your clipboard.

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.

Managing Member Addresses

In the Details tab, the MEMBER section lets you view and edit the member's saved addresses. The address picker shows each saved address with a usage badge that tells you how many records (reservations, subscriptions, release memberships) link to it.

Edit vs delete:

Editing an address always works — updating fields propagates to every linked reservation and membership.
Deleting an address is blocked when any record references it — regardless of whether that record is active, fulfilled, or cancelled. If you try to delete a referenced address, the delete button is disabled and a tooltip explains which records still reference it. Expand the usage list inline to see each linked record (with a link to jump to it). To delete the address: either edit it in place to update the data, or unlink it from every linked reservation first.

This protection ensures historical orders keep their original shipping address intact for legal and tax compliance. You can still archive unused addresses by removing them from the member's default selection without deleting the underlying record.

Staff Attribution

Each member record carries a staff member they were added by (the "added by" field). This drives sales-attribution reports and referrals. Each ecommerce or merchant-placed order also carries a placed by staff attribution.

How to Change the "Added by Staff" on a Membership

Editing the added-by-staff value requires the Change Member Attribution permission (Team and Permissions). When you have the permission:

Open the member sidebar and click the Edit member pencil icon in the MEMBER section.
In the editor, the Added by dropdown lists every active staff member at your business.
Pick the correct staff member (or leave blank to clear).
Click Save.

A history entry is recorded so audit reports can trace who reassigned the attribution and when.

"Placed By Staff" on Orders

When you or another staff member places an order on behalf of a member (CRM activation, manual ecommerce order, etc.), the order's placed by staff field captures who did it. The placed-by-staff value is a Staff record, not a User record, so it survives staff role/login changes. Reservations created from natural cycles or releases (i.e., not staff-initiated) have a blank placed-by-staff.

This field is visible in the Orders tab on the member sidebar and in ecommerce order details.

Edit a Member

Sidebar Header

Tab Strip

Details Tab

Other Tabs

Action Buttons

How to Pause a Member

How to Resume a Paused Member

How to Cancel a Member

Subscription members

Release members

How to Restart a Cancelled Subscription Member

How to Reactivate a Cancelled Release Member

How to Change a Member's Tier

Subscription members

Release members

Tier Change Impact Banner (Release Members)

How to Switch a Member's Club

Member identifiers

Add or edit the custom ID

Copy the WV Member ID

How to Update Skips (Release Members)

How to Add an Alternate Contact

Managing Member Addresses

Staff Attribution

How to Change the "Added by Staff" on a Membership

"Placed By Staff" on Orders