How to Configure Settings, Team, Integrations, and More

This guide walks you through the Members, CRM, Payments, Shipping, Settings, Team, Integrations, Emails, and Locations pages in your MemberZone dashboard - where to find everything and how to complete common tasks.

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Members

What You See When You Open the Members Page

Navigate to Members in the sidebar (under Club Management). The Members page shows a table of all your wine club members. Each row displays:

• Name - the member's full name
• Email - their email address
• Status - their current membership status (Active, Past Due, Paused, Canceled, Staged, etc.)
• Type - whether they're in a Subscription or Release club
• Joined Date - when they became a member
• Pending Pickups - number of orders waiting for in-store pickup
• Pending Shipments - number of orders waiting to be shipped

Above the table you'll find:

• Status filter tabs - click Active, All, Past Due, Paused, or Canceled to narrow the list
• Type filter - filter by All, Subscription, or Release members
• Search bar - search by name, email, or member ID

Adding a Member

1. Click the Add Member button at the top right of the page
2. A sidebar opens on the right - fill in the member's details (name, email, club, tier, fulfillment method, address, etc.)
3. Complete the form and save

Viewing Member Details

Click any member row to open the detail sidebar. From here you can:

• View their profile information (name, email, address, phone)
• See their subscription details (club, tier, status, billing schedule)
• Review payment history - every charge, its status, and fee breakdown
• Check reward usage - which rewards have been redeemed, current cycle usage, and remaining redemptions
• Process fulfillment directly from the sidebar - trigger a shipment or mark a pickup as complete without leaving the page
• Change tier - move the member to a different tier (takes effect next cycle)
• Pause, Cancel, or Resume the membership
• Retry Payment - manually retry a failed charge

Exporting Members

Click the Export button to download a CSV file of your member list. The export respects your current filters, so if you're viewing only Active members, only Active members are exported.

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CRM

What You See When You Open the CRM Page

Navigate to CRM in the sidebar (under Club Management). The CRM page shows all your contacts in one place, organized by type:

• Members - people enrolled in your wine clubs
• Prospects - potential members who haven't joined yet
• Staged - contacts set up in the system but not yet activated (pre-assigned to a club and tier, but billing hasn't started)
• Customers - people who've made purchases but aren't club members (including ecommerce customers)

At the top of the page is a stats bar with type pills showing the count for each contact type. Click any pill to filter the table to that type.

When you select a type, sub-status filters appear below. For example, selecting Members reveals sub-filters for Active, Past Due, Paused, and Canceled. Selecting Prospects may show different sub-statuses relevant to that type.

You can also:

• Search by name, email, or contact ID
• Select multiple contacts using the checkboxes on the left for bulk actions
• Click Add Contact to create a new prospect or member manually
• Click Import to open the bulk import wizard (see below)

CRM Import - Bulk Importing Contacts

The import wizard walks you through five steps to bring in contacts from a spreadsheet.

Step 1: Upload Drag and drop a CSV or XLSX file onto the upload area, or click to browse. Files can have up to 5,000 rows and must be under 10MB.

Step 2: Map Columns MemberZone's AI automatically maps your spreadsheet columns to the right fields (name, email, phone, address, fulfillment method, etc.). Each mapping shows a color-coded confidence indicator:

• Green - high confidence, likely correct
• Yellow - moderate confidence, worth reviewing
• Red - low confidence, needs your attention

Review each mapping and adjust any that aren't right by selecting the correct field from the dropdown.

Step 3: Review A preview table shows how your data will be imported. You can:

• Double-click any cell to edit it inline before importing
• Assign clubs and tiers to contacts - use the dropdowns to place contacts into specific clubs
• Contacts that aren't assigned to a club will be imported as Prospects

Step 4: Processing A progress bar shows the import running in real time. You'll see updates as each row is processed.

Step 5: Complete A summary screen shows:

• How many contacts were successfully imported
• How many were skipped (with reasons - duplicate emails, missing required fields, etc.)
• Any errors with details on what went wrong

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Payments

Before Stripe Is Connected

Navigate to Payments in the sidebar (under Business Management). If you haven't connected Stripe yet, you'll see an onboarding screen explaining what Stripe does and why it's needed. Click the Let's go! button to start the Stripe connection flow. You'll be taken to Stripe to create or link your account, then redirected back to MemberZone.

After Stripe Is Connected

The Payments page has two tabs: Payouts and Transactions. See the Payments and Payouts guide for full details on every card, table, and filter.

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Shipping

What You See When You Open the Shipping Page

Navigate to Shipping in the sidebar (under Business Management). The Shipping page is where you configure which U.S. states your business ships to. This setting applies across all your locations and listings.

How to Configure Shipping States

1. Use the search bar at the top to find a state, or scroll through the alphabetical list
2. Toggle a state on to allow shipping there - toggled states appear as removable chips at the top of the page
3. Toggle a state off (or click the × on its chip) to stop shipping there
4. Click Save Changes when you're done

Changes take effect immediately. Members in states you remove will not be able to place new shipping orders until you re-enable their state.

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Settings

Navigate to Settings in the sidebar (under Business Management).

The page header shows:

• Title: Business Settings
• Subtitle: "Manage your business profile and settings"
• Settings icon in the header
• A Business-wide badge with a globe icon at the top right, indicating these settings apply to all locations

Three tabs below the header: Profile | Contact | Theme

Profile Tab

Navigate to Settings in the sidebar, then click the Profile tab.

A card with the following fields:

• Business Name - text input for your business name as it appears across MemberZone
• Business Type - dropdown to select your business type (winery, wine bar, brewery, etc.)
• Description - textarea for a short description of your business
• Website - text input for your business website URL, with a link button to open it in a new tab

At the bottom right: Save Changes button (shows Saving... while saving).

Below the profile card, a Time zone card shows your business's time zone, where it came from (for example "Set automatically from your primary location.") and the time there now. Click Change to pick another zone or go back to Automatic (needs Manage Group Settings). See Time Zones.

Communication

Navigate to Settings > Communication in the sidebar (needs Manage Group Settings). The page has one card, Card emails ("The emails that ask members to add a card: the link to add one, the reminders before their card is needed, and the notice when their membership goes on hold without one.", in your own word for membership), showing:

• Card links work for - for example "3 days"
• Reminders - for example "14 and 3 days before", or "No reminders"
• Intro - your intro text, or "None"

Click Edit to open the Card emails sidebar:

• Card links work for - a number and Hours or Days. Up to 30 days. "A member who opens an expired link can have a new one sent to their email."
• Intro (optional) - "A line in your own words, shown at the top of each add-your-card email", with a character counter (up to 1,000).
• Reminders before the card is needed - one row per reminder ("{n} days before"), each with a remove button, and Add reminder (up to five). "Members with no card on file are reminded this many days before their paid-through or first charge date, at 9:00 your time. Remove them all to send no reminders."
• Save (toast "Member email settings saved") and Cancel.

See Members Without a Card.

Point of Sale

Navigate to Settings > Point of Sale in the sidebar (needs Manage Group Settings). The page header reads Point of Sale, "What your register shows staff about each member." The page has one card, Member ID at the register ("Show each member's Custom ID wherever Square, Clover, Toast, Lightspeed, and Shift4 show the member. Staff can also find members by it in Toast and Shift4."), showing:

• Show member ID - On or Off (off by default)
• At the register - "Registers show each member's ID next to their name." or "Member IDs stay in MemberZone and are not shown at the register."

A note below says registers also show each member's standing (Comp, Lifetime or Card pending) and that answers to a signup question show when you turn on Show at POS on that question.

Click Edit to open the Member ID at the register sidebar:

• Show member ID at the register - a switch. "Shows the Custom ID from each member's profile (a mug number, a locker, an old member number) at the register:" followed by a list: Square in the Member ID field on the customer; Clover in the note on the customer; Toast in the check message and on the member's Tender account; Lightspeed in the note on the customer; Shift4 next to the member's tier. "Staff can also find members by it in Toast and Shift4." Spaces and capitals don't matter, so "pc206" finds "PC 206".
• "Every member's register profile changes as soon as you save." On Square, saving rewrites the Member ID field on every member's Square customer profile.
• Save (toast "Member IDs will show at the register" or "Member IDs are now hidden at the register") and Cancel.

See Member ID and Member Details at the Register.

Contact Tab

Navigate to Settings in the sidebar, then click the Contact tab.

A card with:

• Title: Contact Information
• Subtitle: "Update your contact details for customers and the platform"

Fields:

• Contact Name * - required text input
• Contact Email * - required email input
• Contact Phone - phone input (optional)

The contact email is also where members' replies go: emails sent in your name reply to it, so keep it current.

At the bottom, two buttons:

• View Public Profile (outline style, left side) - opens your public business page in a new tab
• Save button (right side, shows Saving... while saving)

Theme Tab

Navigate to Settings in the sidebar, then click the Theme tab.

Three card sections:

Business Logo card:

• Title: Business Logo
• Shows a preview of your current logo (or a camera placeholder if none uploaded)
• Upload Logo button (or Change Logo if a logo is already uploaded, or Uploading... during upload)
• When you click Upload Logo / Change Logo, a file picker opens. After selecting an image, a crop modal appears titled Crop Business Logo with the subtitle "Adjust your logo to fit a square format"

Brand Colors card:

• Title: Brand Colors
• Two color fields side by side:
  • Primary Color - color picker circle + hex input (e.g., #FF0000)
  • Secondary Color - color picker circle + hex input (e.g., #00FF00)

Preview card:

• Title: Preview
• Shows your business name, logo, and sample Primary Button and Secondary Button rendered with your chosen colors so you can see how your branding will look

At the bottom, two buttons:

• View Public Profile (outline style, left side) - opens your public business page
• Save Changes button (right side, shows Saving... while saving)

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Team

Navigate to Team in the sidebar (under Business Management). For full details on team management, roles, permissions, and inviting members, see the Team and Permissions guide.

The Team page shows four tabs:

• Team Members - everyone on your team with their name, email, role(s), and status
• Invitations - all pending and expired invitations with the invitee's email, assigned role, date sent, and expiration
• Roles - your custom roles with their assigned permissions
• Staff - staff members tracked for attribution (name, title, date added)

Quick Reference

• To invite someone: click Invite Member at the top right → enter their email → select roles → send
• To change someone's role: find them on the Team Members tab → click the three-dot menu → click Manage Roles
• To create a new role: go to the Roles tab → click Create Role → name it, toggle permissions, and save
• To deactivate someone: find them on the Team Members tab → click the three-dot menu → click Deactivate (owner only)
• To add staff: go to the Staff tab → click Add Staff → fill in name and title
• To add many people at once: click Add in bulk → paste a list, upload a CSV, or import from Toast, Square, Lightspeed, Clover or Shift4 → Preview → Add staff. Shift4's list comes from the names on checks in the last 90 days. Re-imports skip people already added. If Square asks you to reconnect, click Open Square settings → Reconnect Square. See How to Add Staff in Bulk

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Integrations

What You See When You Open the Integrations Page

Navigate to Integrations in the sidebar (under Business Management). See the Integrations guide for full details on every card, field, and button for Toast, Shippo, and Vinoshipper.

The Integrations page shows a grid of integration cards. Each card displays:

• The integration name and logo
• The current connection status (Active, Inactive, Pending, Error, or Not Connected)

Currently available integrations:

Integration	What It Does
Square	One-click OAuth; recognizes members, auto-applies reward pricing at the Square register and keeps member details on each Square customer profile
Lightspeed	One-click OAuth (Retail X-Series); pick the outlet for each location; auto-applies member pricing, keeps member details on the customer note, syncs stock both ways and imports staff. See Lightspeed
Clover	One-click OAuth, one Clover merchant per location; imports your catalog, syncs stock both ways, keeps members as Clover customers with a member note, lists rewards as discounts staff pick, earns points from sales, imports staff and sets the location's time zone. See Clover
Toast POS	Syncs inventory from your point-of-sale and enables automatic reward redemption at the register
Shippo	Generates shipping labels, provides real-time carrier rates, and tracks shipments
Vinoshipper	Wine-specific shipping with compliance handling and age verification

You'll also see cards for SpotOn, Shopify and Revel. MemberZone doesn't connect to these registers; it runs beside them. Their cards open a Setup request page, where Send setup request opens an email to the MemberZone team, who follow up by email.

How to Connect Toast

1. Click the Toast card on the Integrations page
2. Your MemberZone Location ID is displayed on the page - copy it
3. In a separate tab, open Toast Web (pos.toasttab.com) and go to Setup > Integrations
4. Search for MemberZone Clubs
5. Paste your Location ID into the field provided and confirm
6. Come back to MemberZone and click Check Connection Status

Once the status shows Active, your Toast menu items will begin syncing into your MemberZone inventory.

How to Connect Shippo

1. Click the Shippo card
2. Choose scope: Business-wide (recommended) - one connection covers all your locations
3. Enter your Shippo API token (found in your Shippo account settings at apps.goshippo.com/settings/api)
4. Click Connect Shippo

How to Connect Vinoshipper

1. Click the Vinoshipper card
2. Choose scope: Business-wide (recommended)
3. Enter your API Key and API Secret (contact support@vinoshipper.com if you need help finding them)
4. Optionally click Test Connection to verify your credentials before connecting
5. Click Connect Vinoshipper

The Square Page

Once Square is connected, its page (Settings > Integrations > Square) shows the Connected merchant and Square location beside a Square POS panel:

• A red warning at the top of the panel when the connection needs your attention, for example when Square wouldn't add one of MemberZone's customer fields because your Square account already has a field with the same name. It names the field; rename yours in Square and the warning clears by itself once MemberZone's field is added (within a day at the latest). See Permissions and name clashes.
• Choose your Square location - shown when your Square account has more than one location and you haven't picked one yet.
• Reconnect Square to finish setup - shown when the connection is missing a Square permission. It lists what's off, for example Member details on customer profiles ("Member ID, tier, status, answers, rewards and flags are not shown on your Square customer profiles.") or Staff import ("Your Square team members cannot be imported as staff from the team page; add them by pasting a list instead."), with a Reconnect Square button. If you connected Square before staff import was added, you'll see Staff import here until you reconnect. For importing staff, reconnecting any one location connected to the same Square account is enough; each location's page keeps listing it until that location is reconnected too.
• A note that each member's Square customer profile shows their program, tier, status, answers, rewards, points, flags, pickups and orders, and their Member ID when you show it at the register, and that you turn the fields on once in Square under Customers, Configure profiles.
• Change Square location (when your account has more than one) and Disconnect Square.

See Member ID and Member Details at the Register.

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Emails

What You See When You Open the Emails Page

Navigate to Emails in the sidebar (under Business Management). The Emails page lets you preview and test every email template MemberZone sends on your behalf - before any real member sees them. See the Notifications & Emails guide for the full list of email types by category.

At the top of the page:

• Test email address - enter the email where you want to receive the test
• Club selector - choose which club's branding and content to use (shows club type as a color-coded badge: blue for Subscription, purple for Release, green for Membership-Only)
• Fulfillment type selector - pick the fulfillment type (Pickup or Shipping) to see the correct template variation. Only appears when the selected club supports both.

Below that, email templates are organized into three category tabs: Club Emails, Store Emails, and Release / Enrollment Emails. Each template is shown as a card with an emoji icon, label, description, and a Send Test button.

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Locations

What You See When You Open the Locations Page

Navigate to Locations in the sidebar (under Business Management). The page header shows Locations with a MapPin icon. The Add Location button is at the top right (owner only).

The page shows a grid of cards, one for each of your business locations. Each card displays:

• Location name - the name of the location
• Address - street, city, state, zip
• Contact information - contact name, email, phone (below a divider)
• Badges at the top right of the card:
  • Primary (wine-colored) - your main business location (first location in the list)
  • Ships From (blue, with Truck icon) - the default origin location for shipping labels
  • Inactive (gray) - the location is currently disabled (card also appears dimmed)

Click any location card to open its detail page.

Creating a New Location

1. Click the Add Location button at the top right of the Locations page (owner only)
2. The Add Location page opens with three sections:

Location Details card:

• Location Name * - required text input (e.g., "Downtown Tasting Room")

Contact Information card:

• Contact Name * - required text input
• Email * - required email input
• Phone - optional phone input

Location Address card:

• Full address form: Street Address, Apartment/Suite (optional), City, State (dropdown), Zip Code
• Address is automatically validated - a green "Address verified" message appears when valid
• If validation fails, you can click Use Address Anyway to proceed

At the bottom:

• Cancel button (left) - returns to the Locations page
• Create Location button (right, shows Creating... during submission)

Editing a Location

Click any location card to open the detail page, where you can edit:

• Location name
• Contact information (name, email, phone)
• Full address (street, apartment/suite, city, state, zip)
• Location Status - toggle a location Active or Inactive. Deactivating a location preserves its inventory, templates, and history.
• Time zone - the zone this location runs on, where it came from (its POS or its address) and the time there now. Click Change to set it by hand or go back to Automatic (needs Manage Locations). See Time Zones.
• Pickup - Pickup at this location, Limit pickup capacity, and Pickup instructions ("Shown to everyone who picks up here (hours, parking, what to bring)."). Below them, Pickup schedule by frequency (needs Manage Fulfillment, like the pickup instructions): click Edit schedule to open the Pickup schedule by frequency sidebar, with a switch and a note for each program frequency, including Weekly and Every 2 Weeks (for example "Fridays from 3 to 6pm"). Turn a frequency on and write its note, or switch a note off without losing it, then click Save schedule. The pickup-ready email for a program on that frequency shows its note first, then this location's pickup instructions. The section summarizes how many notes are on.
• Shipping Settings - shows the current default shipping location. You can click Set as Default to make this location the default origin address for shipping labels.
• Deactivate Location - available for non-primary locations only

At the bottom:

• Cancel button - discards changes
• Save Changes button - saves edits

Setting the Default Shipping Location

From a location's detail page, click the Set as Default button in the Shipping Settings section to designate it as the default Ships From location. This is the origin address used on shipping labels when no specific location is assigned to an order. Choose the location that handles most of your shipping volume.

Location-Scoped Pages

Each location has its own set of location-scoped pages in the sidebar: Inventory, Templates, Rewards, and Location Settings. When you switch between locations (via the UserMenu), these pages update to show that location's data. Business-group-level pages remain the same regardless of which location is selected.