Dashboard
Users & Roles
Reporting
| Name | Order Numbers | Date | Collected By | Signature |
|---|---|---|---|---|
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| Date | Customer | Order reference | Action |
|---|---|---|---|
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| Name | Club | Date | Processed By | Agreement |
|---|---|---|---|---|
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In-app club signups grouped by the staff member logged in when the signup was completed. (Signups made directly in Commerce7 are not included.)
| Employee | Signups | First | Last |
|---|---|---|---|
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Non-members worth inviting to the club, ranked by a score built from Square + Commerce7 spend, tasting-room visits, and recency. Tap Start signup to open the wizard prefilled, or Dismiss to hide a business/non-candidate.
| Score | Name | Contact | Spend | Orders | Visits | Last seen | |
|---|---|---|---|---|---|---|---|
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Exchanges where the cart bottle count was less than the original order. These are logged when a user proceeds after the warning.
| Order number | Username | Date |
|---|---|---|
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CDS tiles closed while the guest still had a wine club pickup available. Logged when a user confirms closing after the warning.
| User | Date & time | Customer | Reason | Event |
|---|---|---|---|---|
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Billing & Subscription
Guest Search
| Source | Name | Phone | Reservation | Action |
|---|
Tables
All reservations for this day (this location)
Reservations
| Select | Guest | Table | Start | People | Guest message | Internal notes | Status |
|---|
No reservations for today with the selected filter.
What's New
Latest improvements, fixes, and features in ClubSteward.
Add New Entry
Master Control
Manage other companies. Select a company below to edit its settings.
Company Info
Company Owner
Mail Server
Settings
Appearance
Profile
Company Logo
Logo appears on the print slip when you use the {logo} placeholder in the Print Slip Template.
Mail Server
Configure SMTP for invitation and password reset emails. All companies use this mail server.
Campaign Monitor
The API key (long value) is the HTTP Basic username for Campaign Monitor’s API (GET …/api/v3.3/clients.json). The API Client ID (32-character hex) is stored for OAuth; it is not used for this connection test.
Reservation sync upserts guests from your local reservations into a subscriber list using Adding a subscriber (email, name, mobile when available). Uses your CDS display timezone. The first sync (manual or scheduled) covers 10 calendar days ending on that run’s anchor day (scheduled: previous day; manual: today), deduped by email with the newest stay per address. After that, each run uses one day only. The scheduled job runs at that timezone’s midnight for the previous calendar day; Run now uses today in that same timezone.
Last sync: —
Commerce7 Integration
Webhook Endpoints
Webhook configuration is managed by the master profile. These credentials apply to all companies.
CDS (Club Display System)
Resos.com Integration
Manual Sync
Resos Locations
Add multiple Resos instances (e.g. per venue). Each location can be selected in Guest Search to search reservations from that instance.
| Name | API Base URL | Actions |
|---|
No locations added yet.
Add location
Square POS Integration
Connect your Square account to automatically create a POS check when a guest is marked as Arrived.
Print Slip Template
This packing slip is printed when the Place Order button is pressed. Use the placeholders below; they are replaced automatically when printing.
Placeholders: {first_name}, {last_name}, {company_name}, {order_number}, {pickup_date}, {order_items}, {logo} (company logo from Settings > Profile)