Onboarding — set up your winery
New wineries get live on Avero through the Set up your winery wizard at
/onboarding — the first thing you see after your account is created. It
walks you through everything needed to open the doors: your company, brand and
first location, your data, payments, how you sell, tax, team, and (if they apply
to you) your tasting room, online store, floor plan, and wine club.
The setup wizard after go-live — a read-only summary of each step.
This picture shows an earlier version of this screen. The steps on this page are current.
You don't have to finish in one sitting.
How the wizard works
- It auto-saves. Every change is saved automatically (you'll see a Saved indicator in the header) — so you can safely pause at any point.
- It's resumable. Come back whenever and it returns you to where you left off. A trip out to Stripe and back returns you to the same step.
- You can jump around. Click any step in the track across the top to open it. Go live won't open until Your winery (company, brand, and location) is complete.
- The steps fit how you sell. Your answers in How you sell decide whether the Tasting room, Floor plan, Online store, and Wine club steps appear.
- You can close it and look around. Until you close the wizard, Avero keeps you in it (only setup and a few related admin pages are reachable). Close it with the X or Cancel and the rest of the app opens, with a banner: "Setup isn't finished. You can look around, but sales and payments stay off until you go live." Choose Continue setup → on the banner to open the setup home, where Continue setup takes you back into the wizard. See The setup home.
Do this as an Admin — the person who created the account. Inviting the rest of the team happens inside the wizard (the Team step).
Before you begin — what to have ready
Gathering these first makes the wizard quick. Each item says why Avero needs it, so nothing is a surprise.
Three things take days and depend on someone else: moving club members' cards from your current card processor to Stripe (about two weeks), Stripe's review of your details (can take a few days), and access to your domain's DNS if someone else manages your website.
Company & legal
| Have ready | Why Avero needs it |
|---|---|
| Legal entity name (and DBA / trade name) | Your business identity on invoices, receipts, and records. |
| EIN / Tax ID | Business identification; validated if you enter it. Stripe asks for it too. |
| Business email & phone | The account's main point of contact. |
| Company logo (optional now) | Shown in the app and on guest-facing surfaces. PNG/JPEG/WebP/SVG. |
| Alcohol minimum age (usually 21) | Drives POS age-eligibility checks — the app flags underage/unverified guests and can block alcohol items. |
Brand
| Have ready | Why Avero needs it |
|---|---|
| Brand display name and a short description | Your public, guest-facing identity. |
| Brand slug (lowercase letters, numbers, hyphens) | Used in your web addresses. |
Location
| Have ready | Why Avero needs it |
|---|---|
| Full street address | Tax and card readers depend on it. It must validate to go live. |
| Time zone | Drives reservation slots and reporting — set it correctly here. |
| Hours and location phone | Availability and contact. |
Your data (optional)
| Have ready | Why Avero needs it |
|---|---|
| Commerce7 tenant ID, plus an app ID and secret from Commerce7 | To bring customers, products, and club members across. |
| Or CSV exports from your current system | Customers, products, club members, staff. |
Payments (Stripe)
| Have ready | Why Avero needs it |
|---|---|
| Legal business name, EIN, and business address | Stripe Connect verification so you can accept payments. |
| An account representative — name, title, date of birth, home address, phone, and email | Usually the owner or a manager. Stripe holds payouts until it has them. |
| The last 4 digits of the representative's SSN | Stripe collects it directly; Avero never sees or stores it. |
| Everyone who owns 25% or more — name, date of birth, address | Required by Stripe to verify the business. |
| Bank routing & account number | Where your payouts land. |
| Your website address | Stripe reviews it before payments start. |
Tax
| Have ready | Why Avero needs it |
|---|---|
| The sales tax rate for each location | From your state sales tax permit. Required to go live; 0% is allowed. |
| Sales-tax nexus states | The states where you're registered to collect tax. |
| Your TaxJar login, if you use TaxJar | Otherwise you set the rates yourself. |
Tasting room (only if you sell in person)
| Have ready | Why Avero needs it |
|---|---|
| Products and prices | Wines, tastings, and merchandise. Imported products count. |
| Seating area names, table names | Your live floor map and seating — only for table service or seated reservations. |
| Seating capacities, table shapes | Party sizing and the visual layout. |
Online store (only if you sell online)
| Have ready | Why Avero needs it |
|---|---|
| States you ship to and shipping permit numbers | So orders only go to states you can ship to. |
| Shipping rates | Checkout refuses shipping orders without them. |
| Refund policy and contact details | Stripe looks for both on your website. |
Team
| Have ready | Why Avero needs it |
|---|---|
| Admin & staff email addresses | To invite them. |
| Intended roles | What each person can do (see Invite your team). |
Wine club (only if you'll run one)
| Have ready | Why Avero needs it |
|---|---|
| Each club and tier — bottles per release, discount, how often it ships | Your club definitions. |
| Your member list | To import members from your current system. |
| A contact at your current card processor | To move members' cards to Stripe. |
The steps
1. Before you start
The opening step is the checklist above, in-app, grouped by the step that asks for each item. Tick things off as you find them — your ticks are saved. Print this list prints it. Nothing here stops you starting. Choose Start setup when you're ready.
Before you start lists what to gather for each step ahead.
2. Your winery
One page with three parts — your company, your brand, and your first location. Next saves all three.
Company Profile — your legal identity.
- Legal Name (required — legal name or DBA) and DBA Name.
- Contact Email (required) and Contact Phone (optional).
- Tax ID / EIN (optional) — validated for format if you enter it.
- Minimum Alcohol Age — defaults to 21. This isn't cosmetic: Avero compares each guest's age to it and flags underage / unverified guests, and can block alcohol items at the POS.
- ID Scan Enabled — requires ID scanning for age verification.
- Company Logo (optional).
Company Profile — legal entity, Tax ID, contact, and alcohol settings.
This picture shows an earlier version of this screen. The steps on this page are current.
Brand Setup — your public, guest-facing identity.
- Brand Name (required), Display Name and Description (optional).
- Brand Slug — lowercase letters, numbers, and hyphens only. It is used in your web addresses.
- Wine Club toggle — appears here once the Wine Club capability is on in the location part below.
Brand — display name, description, and your brand slug.
This picture shows an earlier version of this screen. The steps on this page are current.
Location Setup — where you operate, and the part that shapes availability.
- Location Name, Street Address, City, State, and Postal Code (all required). The address field autocompletes and fills city/state/ZIP/country.
- Timezone (required) — set this correctly; it drives reservation slots and reporting.
- Phone (optional), Business Hours, and Capabilities (Reservations and POS are on by default; Ecommerce, Wine Club, and Events are off).
- Starter Template (optional) — seeds sample tables, products, and experiences so you have something to work from. Sample data is clearly marked and doesn't count toward readiness (you clear it in the Floor plan step). Choose Start Fresh to skip it.
Location — address, time zone, hours, and capabilities.
This picture shows an earlier version of this screen. The steps on this page are current.
Set your time zone here before you take any bookings. Changing it after reservations exist can shift existing times.
You add more brands and locations later, from Settings — see Settings.
3. Your data (optional)
Bring customers, products, and club members from where you sell today. Pick one:
- Commerce7 — choose Connect Commerce7 and enter your tenant ID, app ID, and app secret, then come back to the wizard.
- A spreadsheet — upload CSV exports; each file is checked before anything is saved.
- Start fresh — add customers and products as you go. You can import later from Integrations.
4. Get paid (Stripe Connect)
Avero processes payments through Stripe Connect so tasting-room, storefront, club, and event sales settle in one place.
Choose Set Up Stripe Payments and Avero hands you to Stripe's secure onboarding to enter your business details, account representative, owners, and bank account. When you finish, Stripe returns you right back to this step. The step then shows your status:
- Not Connected — you haven't started, or haven't finished. The button reads Continue Stripe Setup once you have started.
- Verification in progress — Stripe is reviewing; it lists anything still needed. You can continue with the other steps while you wait.
- Connected — "Stripe is fully connected and ready to process payments."
Use Refresh Status if you completed Stripe in another tab and the badge hasn't caught up. Next unlocks once you have submitted your details to Stripe.
Get paid — connect Stripe for card processing and payouts.
This picture shows an earlier version of this screen. The steps on this page are current.
The Stripe step opens Stripe's own onboarding and then returns you to the wizard. Have your bank routing/account number and your representative's and owners' details handy. Both card payments and payouts must be on before you can go live.
5. How you sell
Pick every way you sell — Tasting room, Online store, Wine club. Each one you pick adds its steps to the wizard; nothing about the others is asked. Pick at least one. You can change this any time.
6. Tasting room (if you sell in person)
One list of what selling in person needs, each row marked Done, To do, or Optional:
- Products to sell — Open catalogue to add them.
- Your POS PIN — set it here (4 to 6 digits). On paired Avero devices you sign in with a PIN instead of your password.
- Your team and Tax rate for each location — link to those steps.
- Card readers, Receipt and kitchen printers, and Floor plan — all optional.
7. Online store (if you sell online)
Shows your storefront checks (the same ones as the Store page's readiness list), with a Fix link on anything that needs a look, and points you to what checkout needs before it will take an order: Shipping rates and ship-from location, Shipping permits by state, and Tax where you ship.
8. Tax
Tax is required to go live. Every location needs one of these:
- A sales tax rate set on the location — open Settings → Locations, choose the location, and enter the Sales tax rate in its Tax panel. Type 0 if nothing is taxed there.
- Or your own TaxJar connection, with nexus in the location's state.
The Tax step itself shows your validated origin address and your Nexus States. Add each state where you're registered — the two-letter code and the name — and remove any you added by mistake. A status line under the list tells you whether tax is set for every location.
Tax — add the states where you're registered to collect.
This picture shows an earlier version of this screen. The steps on this page are current.
A location with no rate (and no TaxJar nexus for its state) can't sell: "Sales there are refused until then." A deliberate 0% counts as a rate.
9. Floor plan (optional)
Only needed for table service or seated reservations. The step appears when you sell in a tasting room, and you can move past it without adding anything.
- Add a seating area ("Main Floor," "Patio," "Bar Area") with a name and color — Add seating area.
- Add a table to it — name, capacity (1–20), and a shape.
- If you seeded a starter template, those sample rows are marked as samples. Use Clear sample data, then add your real seating areas and tables.
Floor plan — add real seating areas and tables (sample rows don't count).
This picture shows an earlier version of this screen. The steps on this page are current.
Floor plan shows Ready once you have at least one real seating area and one real table. Sample rows don't count.
For a detailed layout, choose Open full Floor Plan editor. It opens the full editor; a Return to setup banner brings you right back to this step when you're done.
10. Team
Invite the people who'll run the day.
- Enter each person's Email Address, pick a Role from the list, and choose Send Invite; they get an invitation to set a password and sign in.
- The Default Roles cards on this step are a summary only. The roles you can actually assign are the ones in the Role list.
At least one Admin must exist to go live. Full role details are in Invite your team.
Team — invite staff and assign roles.
This picture shows an earlier version of this screen. The steps on this page are current.
11. Wine club (if you run a club)
This step appears when you pick Wine club in How you sell.
Create your first club — start from a preset (Estate 3-, 6-, or 12-bottle, quarterly) or build your own:
- Club Name (required) and optional Display Name.
- Bottle Count per Release (required) and Shipments per Year (4 / 6 / 12 / 2).
- Discount % (optional) and the Release Months (required).
Below the form, Members shows how many members you have (import them in Your data, or add them as they join), and Members' cards explains that cards can't be copied from another system: ask your current card processor to transfer them to Stripe, which takes about two weeks, or ask members to enter them again.
You can refine everything later in the full Wine Club area — this just gets your first club defined.
Wine club — define your first club.
12. Review
A readiness summary. Each check shows Ready, Required, or Optional:
- Address Validation, Payments, Payouts, Tax Configuration, Roles & Team — all required.
- Floor Plan — optional.
To go live you need Your winery complete, a validated location address, Stripe payments, Stripe payouts, tax for every location, and at least one Admin. Anything missing is listed under Blocking Issues. When everything required passes, you'll see All checks passed! and Continue to Go Live unlocks.
Review — a pass/fail check of everything before you go live.
This picture shows an earlier version of this screen. The steps on this page are current.
13. Go live
The finish line. Go Live is enabled once all required checks pass. Selecting it turns your winery on: payments processing, reservations, guest-facing features, and the POS all go active, and the wizard is marked complete. Avero then drops you on your dashboard.
Go live — flip your winery live on Avero.
This picture shows an earlier version of this screen. The steps on this page are current.
Going live doesn't lock anything in — every setting has a home in the app afterward. A read-only summary of your setup, with quick links to each area, stays available.
Between sessions and after — Getting Started
/admin/getting-started (Settings → Setup) shows one of two things.
While setup is unfinished it is the setup home, titled Set up your winery: how many steps are left, what's next, the wizard's steps (each with Open or Review), and a Going live panel listing what still stops you going live. Continue setup reopens the wizard at the next step.
Once you're live it is Getting Started, a checklist with a Readiness Score, grouped the way the work actually divides —
- Core Config — company profile, brands, locations, and floor plans.
- Operations — experiences, hours, and wine club setup.
- Revenue — payments and product catalog.
- Compliance — tax settings and shipping compliance.
- Integrations — third-party services and communication tools.
- Data — guest and order data import.
Use it for the things you deferred; Go opens each one. An item you have handled elsewhere, or that does not apply to your winery, can be skipped with Skip — and Undo restores it later, so skipping is not a decision you have to be sure about.
Once you are live and have closed the wizard, Re-open Setup Wizard brings it back as a read-only summary — "You can now view your setup as a reference guide." Each step shows what you entered and a link to where that setting now lives. It is the quickest way to answer "did we ever configure that?"
It does not set up anything new. To add a second location, use Settings → Locations → Add location.
What's next
- Invite your team — refine roles and add the rest of the staff.
- Reservations & availability — open your book.
- Floor & seating — work the room from the live floor map.
- Get the Companion app — run the floor from a phone or tablet.