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Onboarding - what to expect

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Written by Zach Kamphuis

Onboarding with VinoCheck is fast and easy, here is what you can expect through the process.

1. Signup

After signing up for VinoCheck, our team will create your VinoCheck tenant, and send you instructions on how to login, and configure your state settings.

2. Configure your State Settings

Once logged in, you will need to configure your state settings. For every state, we require some basic information such as

  • Which license you have

  • Which sales tax permit you have

  • License/permit expiration dates (if applicable)

  • License/permit preferences (if applicable)

Click here for instructions on configuring your state settings.

Once you have configured your state settings, contact our team to book your "go-live" kickoff call.

3. Go-live kickoff call

On the go-live kickoff, our team will walk you through turning on the VinoCheck integration. We will also answer any questions you have, explain the best way to get support, and schedule a check in call with you.

4. Data Migration

After you have your go-live call, our team will import your year-to-date historical data into VinoCheck.

5. Check in call

Our team will meet with you a few weeks after you have gone live, to get your feedback on the platform, receive feature recommendations, and answer any questions you may have.

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