VinesOS Orientation

How to get around in VinesOS and how to get support when you need it

Updated over a week ago

Getting Support

If you need help with anything, use the red chat icon on the bottom right of the VinesOS console OR email support@vinesos.com. (If you send an email to your account manager directly, they will then need to forward it to support@vinesos.com manually, so it is in our queue, and you will be copied on that. It will always be most efficient to email support@vinesos.com. Your account manager and our Support team will be able to see and share the request).

The VinesOS Console

Once your site is live, you will be auto-directed to the Insights page upon login. The Insights page provides a convenient visual snapshot of sales, revenue, and members, including sales by channel, which can be filtered by period or by setting a custom date. By default, it will show the day's sales data.

Chat Support, Tickets, Feature Requests, Help Articles, and News Updates

When you send a message with a question or comment, our replies will show on the chat icon. Also, news updates will show an indicator light when we have made any updates. It's a great habit to keep an eye on this area so you don't miss our replies (they will also come to you as an email, to the address you have on file on your login account).

Our chat reply will appear on your login, as well as be sent to your email.

Keep an eye on alerts on our updates:

Left navigation sidebar

What's New - A news feed of the latest VinesOS updates and new features. This is the same as seeing it in the Chat window but there are no indicators on this one, it's just a one-click easy access to the What's New page.


Settings - Set up your initial configuration for VinesOS including general ecommerce and club details that are required. Also, manage your VinesOS admin users here. We will guide you through this in the Setup Guide.


Dashboard - Access Insights, manage orders, set up specific e-commerce settings for different product types, get statistics, coupon management. The Orders area is where you can review and manage orders. Click on the Order ID to see the order details.

Reports - Lots of reports to help you run your business.


CRM - Customer management section - this includes all customers, those who have made a one-time order, and created an account, as well as members.


Web Updates - Edit website pages - mainly used for fully hosted sites that use the VinesOS content management system, but also include "snippets" which are chunks of text placed on pages, such as above the member sign-in page or on top of the order checkout.


Products - Manage products for sale and set up categories, varietals, gift cards, bundles, and more.


Clubs - Configure clubs, manage members, and batch process club releases.


Events - Add events, sell tickets online, and manage RSVPs.


Notifications - Review and edit default system email notifications.


​Getting around from the Console to the Shop, Club, or Events pages

When you are logged in, you can quickly get to the front end of your website pages by clicking on the VinesOS logo.

You can get to the POS, Club, Shop, or Events main pages by clicking the links on the top right menu.

After you go to the front-end pages, you will notice ‘edit’ links throughout the VinesOS pages.

Easily navigate back into the VinesOS console by clicking on the Dashboard link in the footer. Like the Edit links, this only shows up when you are logged in as an admin.

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