Platform Overview

WineView is a wine (and beer) club management platform that connects wineries and breweries with their club members. It handles everything from membership signups and recurring billing to fulfillment, shipping, and point-of-sale integration — so businesses can focus on their product and their members get a seamless experience.

There are two types of WineView users:

Business owners and staff who create and run wine clubs, manage members, process fulfillment, and handle day-to-day operations.
Club members who join clubs, manage their memberships, make wine selections, view orders, track shipments, and redeem rewards.

WineView also includes Ask Vino, a built-in AI help assistant that provides contextual help throughout the platform. Look for the help icon in the dashboard to ask questions about any feature.

Three Types of Clubs

WineView supports three club models:

Subscription — Bills members on a fixed recurring schedule (Monthly, Every Other Month, Quarterly, Semi-Annually, or Annually). Members receive shipments automatically at each billing interval. Uses Stripe subscriptions for recurring billing.
Release — Operates on an ad-hoc basis. The winery issues releases whenever new wines are ready, and members are charged per release. There is no fixed cadence. Members have statuses: Active, Paused, Cancelled, or Staged.
Membership-Only — Provides access to member rewards and benefits without any wine fulfillment. Members pay a recurring fee for discounts, event access, and other tier-specific benefits. Uses the same Stripe subscription billing as Subscription clubs, but no templates, inventory, or shipping is involved.

Key Features

Listing Management

Create and manage wine club listings with multiple tiers, each with its own pricing, bottle count, rewards, and configuration. Listings support Subscription, Release, and Membership-Only billing models. Listing statuses: Draft, Active, Archived.

Fulfillment Processing

Manage fulfillment through releases and subscription cycles. Support for both Shipping and in-person Pickup at tasting rooms. Two inventory control modes: Exact Set (the winery curates each shipment) and Customer Choice (members pick their own wines).

Inventory Management

Track wine inventory per location with POS sync to keep stock levels accurate across systems. Three stock quantities: Stock on Hand, Allocated (Reserved), and Available. Items can be sourced manually, from Toast, or from Square.

Payments

Powered by Stripe Connect. Collect payments, manage refunds, and configure how processing fees are split between the business and members.

Shipping

Integrated with Shippo and Vinoshipper for label generation and tracking. Supported carriers include UPS, USPS, FedEx, DHL, and Vinoshipper.

POS Integration

Connect your point-of-sale system to sync member rewards and inventory. Supports Toast and Square. Members are identified at the register and their tier-based discounts appear as loyalty offers.

CRM and Bulk Import

Track prospects from initial contact through conversion to club membership. Import contacts in bulk (CSV/XLSX, up to 5,000 rows) with AI-powered column mapping. Manage staged members who are pre-assigned to clubs before billing begins.

Team Management

Add team members with granular, role-based access control (RBAC) to manage who can access what across the platform. Four tabs: Team Members, Invitations, Roles, Staff.

Ecommerce Store

Sell wines through one-off purchases with guest checkout, separate from club memberships. Each location can run its own online store. Items are shared from the same inventory pool as club fulfillment.

Rewards and Loyalty

Offer member rewards — discounts and perks — that are redeemed automatically at the tasting room through POS integration or in the online store. No manual coupon codes needed. Reward types: Percentage discount, Fixed amount discount, Text-based benefits. Configurable scopes: Check, Item, Fulfillment.

Multi-Location Support

Manage multiple physical locations (tasting rooms, stores) under one business group. Each location maintains its own inventory, templates, and POS connection while sharing members, branding, and billing.

Email Notifications

Automated email notifications for all key events — signups, upcoming charges, shipment tracking, payment failures, and more. Test any email type from Dashboard → Emails. Three email categories: Club Emails, Store Emails, Release/Enrollment Emails.

Analytics and Reporting

Revenue dashboard with monthly recurring revenue (MRR) tracking and transaction metrics to monitor business health. View from Dashboard → Payments → Payouts. Four revenue cards: Monthly Recurring, Monthly One-Off, Total Monthly, All-Time Revenue.

Dashboard Action Items ("Needs Your Attention")

The bell icon in the dashboard header surfaces a categorized list of issues that need owner action. WineView aggregates these from across the platform so you don't have to hunt for them:

Failed payments — members whose latest charge failed (deep-links to Members filtered to past-due, or to the specific transaction)
Past-due memberships — subscriptions in retry that need follow-up
Overdue cycles — fulfillment cycles past their target ready date
Fulfillment needs — releases ready to charge, items missing templates, or members blocked by an issue
Release lifecycle — releases ready to open, close selections, charge, or move to fulfillment
Ecommerce store issues — store misconfigurations or unfulfilled orders
Listing approvals — listings awaiting your action
Missing enrollment templates — tiers requiring an initial purchase but no enrollment template assigned
Unconfigured rewards — tiers with rewards that need attention

Each item links directly to the page (and often the specific record or modal) where you can resolve it. The same counts also appear as red badges on the relevant sidebar items. Hover any badge for details.

Integrations

WineView connects with external systems to extend your operations:

Integration	Type	What It Does
Toast	Point of Sale	Syncs inventory, enables automatic reward redemption at the register, processes terminal pickups
Square	Point of Sale	Syncs product catalog and inventory from Square to WineView
Shippo	Shipping	Generates labels from UPS/USPS/FedEx/DHL, provides real-time carrier rates, tracks shipments
Vinoshipper	Wine Shipping	Wine-specific shipping with state-by-state compliance handling and age verification
Stripe	Payments	Processes all payments, manages payouts, handles refunds and failed payment retries

Manage all integrations from Dashboard → Integrations in the sidebar.

Features for Wineries

Create and manage wine club listings with multiple tiers across three club types
Two inventory control modes: Exact Set (the winery curates each shipment) and Customer Choice (members pick their own wines)
Configure templates to define which wines go in each tier's shipments, per location
Batch-process fulfillment or handle orders individually
Track prospects and convert them to members via the CRM
Import contacts in bulk and manage staged members
Sell wines through the built-in ecommerce store
Manage multiple locations under one business group
Add team members with role-based permissions
View revenue analytics and reporting
Configure shipping options and generate labels
Process payments and manage payouts through Stripe
Send announcements to club members
Test email templates from the Email Testing page
Use Ask Vino for contextual AI help anywhere in the dashboard

Features for Members

Browse wine club listings and choose from flexible tiers
Choose between local pickup and shipping, and switch anytime
Customer Choice tiers let you pick your own wines from available options
Exact Set tiers deliver a curated selection chosen by the winery
Change tiers, switch clubs, update your payment method, and change your shipping address from your member dashboard
Skip releases when you want to sit one out
Retry failed payments without needing to contact the winery
Track orders from confirmation through delivery
View your full payment history and upcoming charges
Add authorized contacts who can pick up orders on your behalf
Redeem member discounts automatically at the tasting room POS
Shop the winery's online store with member pricing

Pricing Model

WineView uses simple, transaction-based pricing:

No monthly fees — There is no subscription cost to use the platform
No add-on modules — Every feature is included with complete access from day one
Transaction-based — A small percentage is taken from each transaction, and the rate depends on the size of your club

Businesses can choose to absorb the full fee themselves or split it with members through an optional customer processing fee. Members see this fee clearly at checkout and on invoices when it applies.

For specific rate details, contact support@wineview.com.

Billing Frequencies

Subscription and Membership-Only clubs can be configured to bill on any of these schedules:

Frequency
Monthly
Every Other Month
Quarterly
Semi-Annually
Annually

Supported Shipping Carriers

UPS (Ground, 2nd Day Air, Next Day Air, 3 Day Select)
USPS (Ground Advantage, Priority Mail, Priority Mail Express)
FedEx (Ground, 2 Day, Overnight, Express Saver)
DHL (Express, Express Worldwide)
Vinoshipper (Ground, Expedited, 2 Day)