How to Create, Edit, and Manage Listings

This guide walks you through everything you can do on the Listings page and inside the listing creation wizard. Follow these steps to create new clubs, edit existing ones, and manage your listings day to day.

The Listings Page

To get to the Listings page, open the Dashboard and click Listings in the sidebar menu (under the Business section).

What You See in the Table

All of your listings are displayed in a table. Each row represents one listing. The columns are:

Name — The name of your listing
Type — Whether this is a Subscription, Release, or Membership-Only listing
Tiers — How many tiers the listing has
Active Members — The number of currently active members across all tiers
Status — The current status of the listing (Draft, Active, or Archived)

Each row is clickable — click on any listing to open its detail view where you can view and edit it.

Actions on the Listings Page

Create Listing — Click the Create Listing button at the top of the page to start the creation wizard for a new listing.
Click a row — Click on any listing to open its detail view. From there you can edit fields, view member counts per tier, and see the public listing page URL.

Creating a New Listing

Click the Create Listing button at the top of the Listings page. This opens the multi-step creation wizard that walks you through every setting for your new listing.

At the top of the wizard, a progress indicator shows which step you're on and how many steps remain. Use the Back and Next buttons at the bottom of each step to navigate between steps.

Step 1 — "What type of club are you creating?"

Icon: Sparkles

Choose the type of club you're creating. Three options are presented as selectable cards:

Subscription — Members are billed on a recurring schedule (you'll configure the frequency per tier later). Billing happens automatically.
Release — Members are only charged when you create a release. There's no fixed billing schedule.
Membership-Only — Members pay a recurring fee for rewards and benefits only. No wine fulfillment.

Select a type and click Next.

Step 2 — "Let's describe your club to members"

Icon: Pencil

Fill in the foundational details for your listing:

Listing Name (required) — Enter the name of your wine club. This is the headline members see when browsing, so make it clear and appealing.
Description (required) — Write a description explaining what the club offers, what kinds of wines to expect, and why someone should join. Supports rich text formatting.
Tagline (required) — A short, catchy phrase that summarizes your club. This appears prominently on your public listing page.
Category — A display label for the kind of club (e.g., "Wine Club", "Beer Club"). Helps members understand what type of club this is at a glance.

Click Next to continue.

Step 3 — "How will members receive their fulfillment?"

Icon: Truck

Note: This step is hidden for Membership-Only clubs since they have no wine fulfillment.

Choose how members will receive their orders. Three options are presented:

Local Pickup — Members pick up their wine at your tasting room
Shipping — Wine is shipped to the member's address
Both — Members can choose between pickup and shipping when they sign up. They can switch their preference anytime from their member dashboard.

Click Next to continue.

Step 4 — "How often will you bill members?" / "When and how will you bill and fulfill?"

Icon: Settings (gear)

Note: This step only appears for Subscription and Membership-Only clubs. Release clubs skip this step because they have no fixed billing schedule.

The title and description change based on the club type:

For Membership-Only clubs: "How often will you bill members?" — "Choose how often members are charged for their membership"
For Subscription clubs: "When and how will you bill and fulfill?" — "Configure when members are billed and when they receive their orders"

Configure the following settings:

Billing Frequency — Select from: Monthly, Every Other Month, Quarterly, Semi-Annually, or Annually
Fulfillment Mode (Subscription only) — Choose between Cycle-Based (batch processing) or Individual
Anchor Date (Subscription only) — Set the day of the month when billing recurs

Click Next to continue.

Step 5 — "Set up your club tiers"

Icon: Layers

Note: This step only appears after the listing has been saved as a draft and has an ID. The wizard auto-saves before this step.

Set up the membership levels for your listing. Every listing needs at least one tier.

For each tier, configure:

Tier Name (required) — What members see when choosing a membership level (e.g., "Explorer", "Connoisseur", "Collector")
Price (required) — The total price per billing period in dollars. This is the full amount charged each cycle, not a per-bottle price.
Bottle Count (required) — How many bottles are included per shipment. For Membership-Only clubs, this may be zero.
Description — A short explanation of what this tier includes and why a member should choose it
Billing Frequency (Subscription and Membership-Only only) — How often members in this tier are billed. Options: Monthly, Every Other Month, Quarterly, Semi-Annually, Annually.
Rewards — Attach discount and text rewards to the tier. Click Add Reward to create a new reward.

Click Add Tier to create additional tiers. You can add as many as you need.

Click Next when your tiers are configured.

Step 6 — "Show off your club!"

Icon: Image

Upload the images that represent your listing:

Hero Image — Upload a large banner image that appears at the top of your listing's public signup page. Use a high-quality photo that showcases your wines, vineyard, or tasting experience.
Thumbnail — Upload a smaller image used in listing cards and search results.

For each image, you can crop and resize after uploading to get the framing just right. A crop modal appears with a draggable frame.

Click Next to continue.

Step 7 — "Final Details"

Icon: Wine glass

Configure additional details:

Availability settings — Who can see and join this listing (public, unlisted, invite-only)
Cancellation policy — The policy text members agree to when joining
Tags and highlights — Add tags to help members discover your club in search and browsing

Click Next to continue.

Step 8 — "Review"

Icon: Clipboard

The final step shows a complete summary of everything you've configured across all previous steps. Scroll through to double-check every detail:

Basic info (name, type, description, tagline, category)
Delivery mode (pickup, shipping, or both)
Billing settings (frequency, fulfillment mode, anchor date)
Tiers (names, prices, bottle counts, billing frequencies)
Rewards (per-tier benefits — discount type, amount, scope)
Images (hero image and thumbnail previews)
Final details (availability, cancellation policy, tags)

When you're satisfied with everything, you have two options:

Save as Draft — Save your listing without making it visible to consumers. You can come back later to finish or publish.
Publish — Make the listing active and visible to consumers on its public listing page. Members can immediately see it and join.

Editing an Existing Listing

Editing an existing listing uses the same multi-step wizard as creating one — Basics, Tiers, Rewards, etc. — pre-filled with your current values. To open it:

Go to Dashboard → Listings
Find the listing in the table and click the Edit action (or click the row to open the detail page, then click Edit Listing)
The wizard opens at /dashboard/business/listings/edit/<listing-id> with all your existing data loaded
Step through the wizard, making changes where you want
Save at the end — your edits apply immediately

From the listing detail view, you can also:

View the current member count per tier
See and copy the public listing page URL
Review all tier configurations and rewards
Duplicate the listing to create a new one based on the same configuration (this stores the listing ID in session storage and redirects you into a fresh Create wizard pre-populated with the original's settings)
Reorder tiers by dragging — the public listing page respects this order

Editing a Draft Listing

If your listing is in Draft status, the editor's footer shows two actions:

Save Draft — stores your changes without publishing
Submit for Approval — sends the listing to the WineView team for review

Drafts are not visible to members. Once you submit, the status changes to Pending while we review (typically same-day). After approval, the listing becomes Active and shows up on your public storefront.

Listing Approvals

For new listings and significant edits, WineView reviews the listing before it goes live to make sure pricing, descriptions, and shipping rules are reasonable. The review process:

Pending — Submitted for review. You can still edit while pending, but changes during review may extend approval time.
Approved — Published to your public profile. Members can join.
Rejected — Returned with notes. Address the notes and resubmit.

If you've previously had a listing approved on the legacy approval system, you may see a Request Approval button on its edit page. Click it to migrate that listing to the current approval flow.

Stripe Charges Must Be Enabled

WineView requires that your Stripe account has charges enabled before any listing can be published or a draft submitted for approval. If charges are not enabled when you try to save:

You're redirected to Dashboard → Payments to complete Stripe setup
The listing edit URL is preserved in a firstTimePreview query param so you can resume editing once Stripe is ready
After enabling charges, return to the editor and your in-progress changes are still there

Archiving and Unarchiving a Listing

Archiving

If you want to retire a listing and stop accepting new members:

Go to Dashboard → Listings
Click on the listing you want to archive
Select the Archive option

Archiving changes the listing's status to Archived. The listing is removed from public view, and no new members can join. Existing members can still be managed.

Unarchiving

If you want to bring an archived listing back:

Go to Dashboard → Listings
Find the archived listing
Select the Unarchive option

Unarchiving returns the listing to Active status, making it visible again and allowing new members to join.

Viewing the Public Listing Page

Every active listing has a public-facing signup page. To see what your members see:

Go to Dashboard → Listings
Click on the listing
Find the public listing page URL in the detail view
Click the URL to open the page in a new tab

This is the page you can share in marketing emails, social media posts, or embed on your website to drive signups. Draft listings do not have a publicly visible page.