Portal Overview
What members see when they log into your branded client portal.
The client portal is the member-facing half of OnCloudWine. Members visit a
branded URL (your custom domain or your-slug.oncloudwine.com), sign in
with a magic link, and self-serve everything from updating their address to
viewing past orders.
Each organization has its own portal at its own domain. Members of multiple OnCloudWine wineries see each portal independently — no cross-org visibility.
Where the portal lives
members.yourwinery.com
Branded member portal — magic-link sign-in, profile, releases, orders, payments.
What members can do
- Profile
Update name, phone, shipping address. Changes save instantly to your CRM.
- Membership
See which clubs they belong to, when they joined, and their next expected release. They can pause (move to ON_HOLD) or cancel from here.
- Releases
Upcoming releases they're scheduled to receive, including any modifications you've applied. They can also opt-in to local pickup if your release allows it.
- Orders
Past orders with itemized contents and totals.
- Fulfillments
Live shipment tracking. Pulls tracking events from FedEx so members see "Out for delivery" without contacting you.
- Payments
Payment history and updating their card on file. New cards are stored on Stripe or Square — never on OnCloudWine itself.
Branding
The portal inherits your organization's branding:
Logo
From Settings → Organization → General → Logo. Used as the header logo on every portal page.
Domain
Defaults to
your-slug.oncloudwine.com. Connect a custom domain likemembers.yourwinery.comfor a fully branded experience. See Custom Domains & Branding.Color theme
The portal follows your organization's primary color (set in General settings). Members can still toggle light/dark independently.
Business hours & contact
Shown on the Help page so members know when to reach you.
How members find the portal
Members typically arrive at the portal via:
| Path | When |
|---|---|
| Welcome email | Sent automatically when you create their contact. Contains a magic link. |
| Release email | Each release sends an email with a link to the member's release detail in the portal. |
| Failed-payment email | When a charge fails, they get an email with a link to update their card. |
| Tracking email | Once shipped, they get a link to live tracking in the portal. |
| Direct URL | Members can also bookmark the portal — sign-in is via magic link any time. |
Sign-in
The portal uses magic-link sign-in — no passwords for members. They enter their email; a one-time link is sent. Clicking it signs them in and keeps them signed in for 30 days.
Members don't sign in often enough to remember a password. Magic links remove the password failure-mode entirely and avoid storing member passwords. See Magic Link Sign-In.
What members cannot do
The portal is intentionally read-mostly. Members cannot:
- See other members
- Change their club assignment (they request a change; you action it)
- Apply modifications to themselves (you do it from the dashboard)
- Issue refunds (they contact you)
This keeps the portal simple for them and prevents accidental changes that need cleanup on your side.