Back-office updates:

• We now have a Rezdy integration (BETA)
• We've made Filters neater - having them open as a side panel (they were getting a bit unruly being where they were!)
• Now you can select multiple Channel filters and Payment Type filters at once on the Orders screen
• Now you can filter Orders according to the Country/State they're being delivered to
• You can also filter Club Members by who has Delivery vs Pickup and by Country/State
• You can now add Preview Text when sending emails using the Email Builder
• You can also go into a recipients list of an email and choose to email everyone who didn't open it or didn't click on a link in it
• We've made small refinements to the Order Notifications counters
• We've added more stock detail to the Replace Bottles modal within Club Members
• We've also added a new CSV report for those using automated Recurring / Standing Order clubs that details stock requirements by month for the next 12 months
• Gift Cards now have a "Requires Fulfillment - Yes/No" parameter so digitally distributed cards don't clog up your Orders screen
• A variety of bug fixes

WithWine app updates:

• Push notifications are now winery branded instead of WithWine branded
• Now the winery's name is displayed above its pin on the map
• Instant Checkout buttons from the Email Builder now load Checkout within the app itself
• Customers can now create their own personal #Filters and search by them
• Product images can now be tapped on to show full screen and wineries can upload additional images of a product
• Gift Cards can now be redeemed within the app
• New icons added to show when Notes and Star Ratings have been added to a wine
• "Buy" buttons are now a different width to "Buy More" buttons to help customers find previously purchased products quicker
• We've added Search to the History tab
• We've added Haptics to scrolling (because it feels nice)
• Lots of fixes, improvements and refinements

Rezdy Integration (BETA / Part I)

We've introduced a new integration with Rezdy, now available in BETA.

Note: Like all our other integrations, we are offering this integration free of charge, although to generate the necessary API Key, Rezdy require you to be on their Expansion plan.

When a customer makes a booking via Rezdy, their name and contact details will automatically sync into WithWine's Customers screen, along with the experience they've booked and the time they've booked for.

That data is then immediately searchable / filterable within WithWine Customers screen and Vintner POS.

There's also a new tab within customers' profiles that shows their Bookings:

For Part II, we will make finding those with a current booking quicker within Vintner POS. Watch this space.

Re-organising Filters

We've given filters across the platform a tidy-up, moving them into a side panel to make the interface cleaner and easier to work with.

As we've added more filtering options over time, the previous layout was starting to get a little crowded. Moving filters into a dedicated panel gives them a more organised home, keeps the main screen less cluttered and makes it easier to access the options you need without getting in the way of the information you're working with.

Alongside the visual improvements, we've also expanded what's possible when filtering orders and club members.

More Flexible Order Filtering

The Orders screen now supports several additional filtering options to help you narrow down your orders more efficiently.

You can now select multiple Channel filters and multiple Payment Type filters at the same time. This makes it easier to look at a combination of order sources or payment methods in a single view, without having to run separate searches for each one:

We've also added the ability to filter orders by the Country and State they're being delivered to:

This is particularly useful for wineries managing orders across multiple regions or markets. Whether you're looking at orders going to a particular state or isolating orders for a specific country, you can now narrow down the list based on the delivery destination.

More Control When Managing Club Members

We've extended filtering options within Club Members as well.

You can now filter members according to whether they're receiving their wine by Delivery or Pickup, as well as by their Country and State:

These additions make it easier to identify groups of members based on how they receive their wine and where they're located. This can be particularly handy when preparing club fulfilment, coordinating pickups or reviewing your membership across different regions.

Preview Text for Emails

You can now add Preview Text when drafting emails for display within the list view of email clients:

Resending / Follow-up Emails

Some people have wanted to be able to go into the list of people who were sent an email, and send a follow-up to those who didn't open it or click on it - now you can.

Within Emails > find your Sent email > click into it and up the top you'll see a new button that lets you suck up:

• everyone who was sent the email
• the people who haven't yet opened it
• the people who haven't taken action on it yet or
• the people who haven't received it yet

...and then resend the email or craft a follow-up:

Order Notifications

We've revised slightly our Order notification labels:

• Green = Ready to process: orders that are Paid and ready for Shipping or Pickup immediately
• Gold = Quarantined / For Review orders: orders that have been put to one side
• Grey = Unpaid Invoiced Orders

Orders with a Delayed Dispatch date set used to be included in the Green / Ready label. Now, you won't see a notification for them until the delayed dispatch date (but you can still search for them using the filters if you want to).

Managing Club Member Stock

For those using Auto-Recurring / Standing Order clubs, we have added more detail to the Replace Bottles modal so you can see:

• Stock required for club orders with a charge date in the past that should have processed but haven't (eg. those with a Payment Failed flag). That number is housed within a new Overdue column
• You could always see stock requirements for individual Bottle SKUs that members had selected but not how many of that bottle you might need because it's a Mix Item / Child product within a Mix SKU that is also available for selection. Now you can see both:

In addition, we have added a new Future Stock Requirements CSV export that details the count of every SKU required for the next twelve months by individual month - want to know how much you'll need for your pack run that's 4 months away? This report will give you those numbers:

Thank you to everyone who contributed their feedback and suggestions for a big chunk of the updates in this release!

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This month we've also released our biggest update to your customers' WithWine app experience, making the app more useful, user friendly and stable.

Featuring your brand better

To further strengthen the direct connection customers have with your brand, Push Notifications now feature your logo instead of a generic WithWine logo:

And your winery's name now appears above your pin on the map to make you easier to find:

Additionally, product images can now be tapped to view full screen, and zoomed in on and you can add multiple images (via Settings > Bottles > [Select Bottle] > Additional Photos) for app users to swipe through:

Speeeeeedy Checkout

Apps are great because they're always logged in. Our Email Builder is great because it can send pre-built shopping carts. Mash them both together and you have the fastest Checkout experience possible:

Personal #Filters

WithWine app users can now create custom / personal filters to suit their needs by including #hashtags within their wine notes. When a #hashtag is added in a Note for Wine A, it will be available to add for Wine B:

Gift Cards

Customers can now Redeem your Gift Cards to their account within the App either by scanning the QR code or typing in the Gift Card Code:

We've made it clearer to users what they've bought and haven't bought already by having the Buy and Buy More buttons different widths:

And we've also added new icons for Notes and Star Ratings so customers can quickly remember what that wine was.

Additionally, the History tab now has a search function:

There's more to come so stay tuned 😉

Version 1.5 of Vintner is now available for download on the App Store.

Note: This update requires your device to be on iOS26 or later.

This update updates the look/feel of Vintner to support Apple's Liquid Glass interface.

As part of the update we've managed to compress some of the menu items - the main change being a change of placement for Pickup vs Delivery options:

Adjusting Liquid Glass transparency & font sizes:

You can adjust the transparency of Liquid Glass as well as your iPad's font sizes within your device's Settings app:

iOS26

For Liquid Glass transparency: Open your device's Settings app > Display & Brightness > Liquid Glass > select between Clear (more transparent) and Tinted (less transparent).

For font sizes: Open your device's Settings app > Display & Brightness > Text Size > You can adjust the slider to make fonts smaller or larger (smaller will allow Vintner to display more products on the screen).

iOS27

For Liquid Glass transparency: Open your device's Settings app > Appearance > Liquid Glass > You can adjust the slider to choose your preferred level of transparency:

For font sizes: Open your device's Settings app > Appearance > Text Size > You can adjust the slider to make fonts smaller or larger (smaller will allow Vintner to display more products on the screen).

Summary:

• Vintner users can now make changes / updates to Active club memberships within Vintner
• Chat support, Help articles / videos and this News feed are now available within Vintner
• Pull down to Refresh in the Cart now supported
• A range of bug fixes

Important:

Following this update, version 1.5 will shortly follow (to support Apple's Liquid Glass design language) however it will only be supported on devices running iOS26 or later.

Updating Memberships

Now you can tap on a customer's membership within their profile, which will take you to the edit screen where you can make updates to all details pertaining to their membership: Shipping Address, Payment Details, Selections, etc.

Chat, Help Docs & News

In an effort to keep the front-of-house people as up to date on news and features as the back-of-house people, Chat support, Help docs/videos and this News feed have been added to Vintner:

Pull down to Refresh

Sometimes if you're having a bad internet / wifi day you might find the pricing calculation will freeze up. Now you can pull down on the Cart to give it a nudge:

The latest update of Vintner has been released with a few minor fixes and improvements:

• Fixes an issue where some payment error messages weren't being displayed for Card On File transactions (thank you Wise Wine)
• Fixes an issue where the green Redeem button for Gift Cards wasn't displaying properly for some iPad models (thanks Pokolbin Cider House and Paxtons)
• Fixes an issue where the Idle Basket alert could sometimes display despite no items in the basket (thanks Heifer Station and Glandore)
• We've removed the Card Reader Re-connected pop up because it was annoying (thanks 1813)

Summary:

• Product tiles on the Checkout & Club Signup screens can now be clicked on to expand and show more detail about the product
• For those using Editable Winemaker's Selection type clubs, members can now be added to existing club runs
• You can now insert Hex Colour Codes in the Email Builder
• Custom messaging can now be set against a "Do not ship" shipping rules
• You can now add Notes to an Order when doing a Phone / Back-office order
• Phone / Back-office orders can now be made Tax Exempt
• External Gift Card can be added to your Vintner payment types upon request
• You can now do back-dated Stock Movements and Transfers
• We've made a nice little addition/tweak to the way we display "member since" information
• Customer search speeds have been significantly improved
• Other minor additions and bug fixes

More product detail on Checkout & Club Signup screens

A couple months ago we released our new Checkout screens and added the ability to browse and add more products. Now customers can tap on individual products to reveal their Tries/Likes and Tasting Notes (ie. if they used the WithWine app during their wine tasting) as well as any Product Details you have setup (eg. Food pairing) and any images or PDFs (eg. previous vintages):

This is all in an effort to help customers buy with confidence and/or remember what they've enjoyed offline and make it easier for them to buy more of it again online.

Add members to existing club run

For those using Editable Winemakers' Selection (Winery initiated) clubs, you can now add new members to an existing club run instead of needing to put them in their own seperate club run.

Simply select the members and then within the Bulk Actions button there's a new option:

Next a modal will pop up in which you can select which club run you want those members to be added to:

Click Add, and those members will be emailed and charged per normal.

Hex Colour Codes

Almost as soon as we released our email builder, this feature was requested... so we're pleased to let you know it's now been added:

"Do Not Ship" messaging

Previously if you had a "Do not ship" rule set, the system would simply say that shipping wasn't available. Now you can customise that messaging:

Which displays to the Customer (or winery user) on the Checkout screen:

Phone / Back-office Updates

Now there is a toggle to remove Sales Taxes from an order and you can also add Notes to an order (which will appear in the Orders screen):

Back-dating Stock Movements & Transfers

Previously when doing a Stock Movement or Transfer, the timestamp used was the current point in time; but let's say you wanted some movements to be attributed to last financial year but you didn't get around to inputting the data until this financial year... now you can set a custom date for the movement:

Member Since tweaks

Need to see quickly how long someone's been a member and who signed them up? That is now clickable:

This update for Vintner incorporates a newly released version of Stripe's SDK for handling Terminal discoverability and reconnection which drastically improves the speeds of both.

Firstly, rather than Vintner cycling through and looking for each different card reader type (eg. first look for Bluetooth readers, then look for Internet readers, then look for Tap to Pay on iPhone readers) you can now select which specific types of reader/s you want Vintner to search for.

Secondly, you'll notice the time to find and connect to a reader has been reduced substantially.

Finally, when opening Vintner from a sleep / closed state, the reconnection is now also almost instant.

Here's a video of how fast it is at discovering and connecting to readers:

Summary

• Vintner now supports Gift Card Redemption and Split Payments

Gift Card Redemption

To redeem a Gift Card, simply long press on the green Charge button, the same way you would to reveal additional payment methods. In the menu you will now see "Gift Card":

When using the feature for the first time, you will be asked to provide Vintner with access to the Camera > tap "Allow" (Note: if you select Don't Allow, the Gift Card redemption feature will not work):

Now simply scan the QR that's on the customer's Gift Card and tap the green Redeem button:

You can then tap the green Charge button to pay off the remaining balance using the card reader or...

Split Payments

But let's say you didn't want to pay off the remaining balance with the card reader... the customer also had $100 Cash:

In that scenario you would long press on the green Charge button again > select Cash > type in $100 > then tap Tender... you can keep splitting between different payment types until the balance for the order is brought down to $0.

If you want to split between multiple credit cards, long press on the green Charge button > select Card > delete the defaulted amount to collect (which is the balance) and type in the amount you wish to charge customer card #1 > that will fire up the terminal to collect the funds > then repeat.

Considerations

WithWine keeps track of a Gift Card's original value and its current balance. If $50 of a $100 Gift Card has already been used, Vintner will display that to you. Similarly, if the customer only wants to use a portion of the Gift Card's remaining value, you can long press on the green Redeem button to nominate a value they wish to use toward the order:

You can view a list of Transactions against an Order by tapping on the information "i" within the Cart Summary:

If you make a mistake, you can tap on this and swipe from right to left to refund one or all of the transactions:

Summary:

• New Checkout, Club Signup, Club Update, Club Selection and Gift Card Redemption screens with fresh designs (now out of BETA)
• Customers can now add more products to their Cart within the Checkout
• Completely re-built & redesigned Phone/Back Office sales interface
• You can now Revise completed Orders
• That includes Partial Refunds
• Surcharges can now be scheduled
• Customer Profiles now have Summaries
• Now you can email Featured Products (directly linked to Checkout) as well as Suggested Carts
• A bunch of tweaks and bug fixes

New Screens

The following screens have been updated:

• Checkout (now out of BETA)
• Club Signup and Update (now out of BETA)
• Club Selection
• Gift Card Redemption

Obviously the designs are easy on the eye but we've added additional functionality to make the screens more functional and easier for customers.

With our first BETA update to the Checkout screen, we added the ability for customers to add more of what was already in their Cart... now they can browse and add additional products from within the Checkout screen - they don't need to go back to your website:

They can text search and/or filter by product Type, Varietal, and we've even added any eCommerce Filters you've created (from within Settings > Products > Product Lists):

All pricing - including all the different discount types and Shipping, is calculated live and on the fly.

For the Wine Club Signup, Updates and Selections screens, many of our clients would offer longer lists of available products; so the search and filters have also been added to those screens also:

To make the most of these new Club Signup screens, the next update of Vintner POS will display them full-screen, rather than in a modal.

As part of this release, the Selection page for "editable winemakers selection" type clubs has also been released:

As well as an updated Gift Card Redemption screen that now displays a preview of the Gift Card value and expiration prior to the final redemption step:

New Phone / Back Office sales

Along with the new functionality within the customer facing Checkout screen, we've created a winery facing version to become the new Phone / Back Office sales interface.

You'll see now when you click Create Order within a customer's profile you're now taken to a full-screen interface - rather than a pokey modal - and everything is displayed and editable within one screen rather than you needing to work through multiple steps then getting to the Checkout screen:

We've also added more per-product discounting options:

You'll notice we've included Stock counts and have also added SKU codes.

Our intention with these changes is to make WithWine much more user friendly for those within your business responsible for driving additional sales via over the phone, and especially for your third party telesales partner that logs into your WithWine account to do bulk telesales campaigns.

Order Revisions

In the past, once an Order was finalised, that was that, and if you needed to compete a Partial Refund, you couldn't.

Now you can edit completed orders:

• add additional items
• take items away
• replace items entirely
• charge extra
• partially refund Credit Cards, Credit Balances, and external payment types

And the system can take care of:

• stock movements
• additional payments or partial refunds
• emailing customers updated Receipts
• automatically linking the old Order to the new Revised Order

It starts within the Orders screen where each Order now has a new Revise Order button:

Clicking on that opens up the familiar winery-facing Checkout screen where you can make any/all adjustments:

Included here is the ability to Refund / Partially Refund from existing payments (of multiple types) and/or charge extra (if it's a revision up):

As you can see, one of the nice things about this update is that the one unified screen is being used for customer Checkout, Phone/Back Office sales and Order Revisions - fewer screens to learn, more familiarity and speedier processes.

When the Revision is completed you'll see it linked to the original order on the main Orders list:

...and in the Order detail side panel:

Scheduled Surcharges

One year ago we released Surcharges. Now you can schedule them. Eg:

• Sunday service surcharge
• Public Holiday service surcharge

To add a Surcharge:

Within Settings > My Brand > click on Taxes & Surcharges:

• A Surcharge can be set to be a % of the total order (eg. a Public Holiday Surcharge), a $ amount per product in the order (eg. 10c per bottle for CRV), or both
• A Surcharge can be set up to only kick in if the order is being shipped to a particular state (eg. California)
• A Surcharge can be set up to only apply to orders placed via a selected Channel (eg. only apply to orders placed via the Wine Club channel - eg. Handling Fee)

When you click into Taxes & Surcharges, the page defaults to Taxes but you can click on the pink button up the top to instead work on Surcharges:

If you click on Add Surcharge, you are then presented with this form, in which you can fill in the details of your new Surcharge product:

Generally, when charging a Surcharge you need to add Tax to the surcharge amount, but only if the Surcharge is being applied to a taxable item. This is what the "Apportioned based on line items" option is for.

Eg. If an order is for $100 of wine, and a $10 surcharge is applied to the order, sales tax would be added (or included) to the entire $110. But if $50 of the order was for wine and the other $50 for an item on which sales tax isn't added (eg. bottles of water), sales tax would only be added to $5 of the $10 Surcharge.

Once that's done, you can set a default Surcharge for all Channels or individual Channels:

But if you want to apply a Surcharge to customers in a particular state you can Add Country then set a Surcharge to individual states:

Now to apply a Schedule to a Surcharge:

Within Settings > My Brand > Taxes > Click on Surcharge Schedule:

Click on Add Schedule:

Then select the parameters you want to apply for the Schedule:

Once that's done, you can go into your available Surcharges and apply the Schedule:

Customer Profile Optimisations

We've made some changes to the Customer profile side panel:

Firstly, up the top we've added a Summary that shows the customer's Lifetime Value (LTV), their total number of Orders and their Average Order Value. This is so you can see some key statistics at a glance when you're on the phone with a Customer:

Next, if that customer is a Club Member, we now display how long they've been a member instead of who signed them up (that is still visible within the Activity Feed):

Email Featured Products

Five months ago, we released a new Email Builder with the much-liked ability to email customers pre-built Carts - where you can build the shopping cart for the customer and when they click on the Checkout button, it bypasses your website and takes them direct to Checkout:

People have loved this capability since its release, and now we've taken it further.

Imagine you were at a wine festival and you wanted to reengage with all attendees (because Vintner makes it easy to capture their contact details) with a communication saying "It was nice meeting you today at [Festival Name] - if in hindsight there was anything you could have / should have bought, here are the wines we were pouring..."

Now when you add a product to a Cart block, the default is 0 products instead of 1; giving you the ability to curate a list of Featured Products to customers:

When the customer clicks on the Call to Action button (however you decide to label it) they will be taken direct to the Checkout where they can add products form that list direct to their Cart:

And of course, if they wanted to add more products beyond what you've sent them, they can use the "Add more products" button.

If you wanted to run a promotion along the lines of "Buy [count] of one of these products and you'll get a free Baseball Cap" you can select the wines you want them to buy, add x1 Baseball Cap to the Cart and attach a Coupon Code for the cap that will be auto applied at Checkout:

Small Stuff

• When a Task is being added, the default Assignee is now the logged in user (the user creating the Task)
• In the Orders screen you can now filter orders by those paid by Stripe Card-Not-Present (online) and Card-Present (via a Tap-to-Pay Terminal)
• You can now filter Orders by Paid Date (rather than just Order Placed date) to make finding Invoiced Orders by Paid Date easier
• We've added the option to add a credit card's CVC when adding a customer's card to their account / Membership
• Now hide Stock Warnings do not show if the Product/s have Stock Tracking turned off
• We now prevent Cancelled Orders from being Marked as Shipped
• Orders now have their own Activity Feed

Version 1.2.6 is now available on the App Store, adding support for Pinned Notes:

Summary:

Back Office:

• Now you can Bulk Archive old products
• When you create a New Vintage or Archive a product, the system can also create new vintages or archive linked Variations of that product
• You can now use previously sent emails as a Template
• Email template previews now display the actual content of the email rather than skeletons
• More layout options have been added for Carts within the email composer
• Re-built and improved Tasks screen
• Data lists and detailed side panels are now independently scrollable
• A range of small "quality of life" improvements and bug fixes

Vintner POS:

• Now you can select a shipping address when a customer has multiple addresses on file
• You can confirm the shipping address from within the Cart
• When viewing a customer's historical Orders you can now see which Channel they came in via
• We've added another Status Indicator to show whether you're on the latest version of the app or not
• We've added Release Notes so users can see what's in the latest version.

Bulk Archiving

Now within Settings > Products you can select individual products and click in the new Bulk Actions button in the top right corner of the screen and Archive them:

We're sure many of you will enjoy cleaning up your product portfolios 😊

Faster Variation Management

As you know, a Product can have multiple Variations linked to it: eg. a 750ml bottle of Shiraz can have a 150ml Glass variation and a 1500ml Magnum variation.

Come vintage roll, managing (creating and Archiving) all these Variations became a slow process... so we have now made it so when creating New Vintages or Archiving a Product, it asks if you'd also like to create new vintages and/or archive any linked Variations also:

Emailing Improvements

Now you can use previously sent emails as a Template for a new draft:

You'll notice also that the actual email content displays rather than a "skeleton" which makes it easier to find what you're after, quickly.

There are also now more layout options for Carts. At launch the product tiles would default to a Horizontal layout:

But now there are more options including a Vertical layout:

You can also edit the product image sizes, remove borders, edit the corner radius of borders and more:

Tasks

We have reworked the Tasks screen to make it more useful and friendly:

Now the screen defaults to show only Tasks assigned to you (the logged in user) that are Due during the month displayed on the screen.

You can now see when a Task is Due, who it's assigned to and what it's associated with at a glance:

If the Task is associated with an object (A Customer, an Order or an Email), clicking on the Task will open that object (eg. the Customer's profile) so you can work on it without needing to leave the Tasks screen:

And you're able to quickly scroll through past and present months to view Tasks that fall within those periods:

Scrolling Through Screens

Before, if you'd scrolled your way down through the Orders, Customers or Club Members screen and clicked on something to open more detail in the side-panel, when clicking Back, it would take you back to the top of the list in the main page (which made quickly looking/checking for something cumbersome).

Now the two sides of the screen are independently scrollable and clicking Back takes you back to where you were originally scrolled down to:

Vintner Updates

Version 1.2.5 is now available on the App Store with the following improvements:

Address Picker

Now if a customer has multiple addresses on file, you can select from them when making an order For Delivery:

You can also now verify / double check the final delivery address from within the Cart by tapping on the "i":

Now when reviewing historical orders, you can see which Channel they were placed via (POS, Website, Club, Back Office):

We've added a new Status indicator so it's easier to tell if you are / aren't on the latest version of Vintner POS:

And we've added the release notes so everyone can stay up to date with what's in the latest version 😊

We hope you enjoy these additions!