Members Overview

The Members page is where you view, manage, and troubleshoot all wine club memberships. To open it, click Members in the left sidebar of your dashboard.

From here you can search and filter your member list, open individual member profiles, perform bulk operations, and export data. This overview introduces the key concepts — see the linked guides for step-by-step instructions.

Detailed Guides

Find and Filter Members — Search, filter, sort, and navigate the members table
Edit a Member — Open the member sidebar to view details, change tiers, switch clubs, pause or resume memberships, and more
Bulk Member Actions — Select multiple members for bulk label operations, and export member data
Member Statuses — What each membership status means and how members transition between them
Customer Notes — Add notes and flags to member profiles for your team and POS

Membership Types

WineView supports three membership types, matching the three club types:

Subscription Memberships

For members in subscription clubs. Billed on a recurring schedule through Stripe — monthly, quarterly, semi-annually, or whatever frequency you have configured.

Release Memberships

For members in release clubs. Charged per release rather than on a recurring schedule. Members only pay when you create a release.

Membership-Only Memberships

For members in Membership-Only clubs. Billed on a recurring schedule like subscriptions, but with no associated fulfillment — no shipments, cycles, or physical products.

Subscription Membership Details

Tier and Billing

Selected Tier — The tier the member chose when they joined
Billing Amount — How much the member is charged each cycle
Currency — The currency for billing

Fulfillment Preferences

Fulfillment Method — Local Pickup or Shipping
Fulfillment Location — The location associated with the member
Shipping Address — Delivery address on file (for shipping members)

Billing Period

Period Start and End Dates — The current billing cycle boundaries
Next Billing Date — When the member will next be charged

Cancel at Period End

A subscription membership can be scheduled to cancel at the end of the current billing period instead of immediately. The member finishes what they have paid for, then the membership ends.

Pending Tier Change

When a subscription member changes tiers, the change can be scheduled for the next billing cycle rather than applied immediately.

Pending Club Switch

A member can switch to a different club entirely (e.g., from "Red Wine Club" to "Mixed Wine Club"). The switch is stored and applied when the current subscription period ends.

Credit Balance

When a member downgrades, the prorated difference is tracked as a credit balance and automatically applied to future invoices.

Release Membership Details

Tier and Preferences

Selected Tier — The tier the member chose
Price — The price or price range for the tier

Skip Tracking

Release members can skip upcoming releases. The skip status section in the Details tab shows:

Next release — Whether the member is "Skipping" or "Receiving"
Skips remaining — How many skips the member has left
Skip controls — − / number / + buttons and the Update Skips button to adjust

Staged Members

Staged members are pre-active — assigned to a club and tier but not yet billing. No charges have been made and they are not included in fulfillment.

Why Use Staged Members

Migrating from another system — Bulk-import your existing member list, then activate once payment methods are collected
Pre-enrolling members — Set up members before a club launch
Collecting payment methods — Add members who have not yet provided their card

Activating Staged Members

Staged members are managed on the CRM page. See the CRM documentation for how to activate, send card collection links, and manage staged members.