Client handover
Shopify store guide
Tasks in this guide are done in Shopify admin (admin.shopify.com) unless stated.
Orientation
Start here
Most of the site looks after itself. Events move to the right section by date, availability updates as bookings come in, and vouchers work as standard discount codes. This guide covers the tasks you will actually need to do.
Where things live
| You want to… | Go to (in Shopify admin) |
|---|---|
| See bookings & orders | Orders |
| Add or edit an event / Friday Night Late | Content → Metaobjects → Event |
| Put a Vine + Vinyl date on sale, change capacity | Content → Metaobjects → Tour schedule |
| Look up a voucher code | Discounts → search the code |
| Check a gift card | Products → Gift cards |
| Add photos for events | Content → Files |
| Change page words/images | Online Store → Themes → Customize |
/ anywhere in Shopify admin, type “metaobjects”, press enter.House rules
BC-WINECLUB-ANNUAL. Automatic April/October box tagging is keyed on it.What's On
Events & Friday Night Lates
The What's On page and the Friday Night Lates page are built from one list of events. Add an entry with a date and both pages update themselves. There is nothing to move or tidy afterwards.
What shows where
| The entry has… | What the page does |
|---|---|
| A future date | Shows under Upcoming (Events) or Coming up (Friday Night Lates), soonest first |
| A past date, category Events | Moves to Past (most recent first). The link is removed and More info opens the description on the card |
| A past date, category Friday Night Lates | Disappears from both pages |
| No date, but a “Date label” | Always shows under Upcoming (the Vine + Vinyl card: “Selected Saturdays · 5–8pm”) |
TaskAdd a Friday Night Late
▸
- Content → Metaobjects → Event → Add entry.
- Fill it in like the example below: vendor as the title, the Friday's date, category Friday Night Lates.
- Pick the food truck's photo under Image (upload to Files first if it's new).
- Save. The card appears on the What's On tab and the Friday Night Lates page immediately, and removes itself after the night.
The card disappears the day after this date.
The table-booking link is always the same:
https://book.mysimpleerb.com/19163/the-tasting-room/
TaskAdd a one-off event (supper club, masterclass, festival…)
▸
Same form, category Events. Three kinds of link, depending on the event:
| Event books via… | Put in the Link field |
|---|---|
| Your own site (like Vine + Vinyl) | /products/its-product-page |
| Somewhere else (partner event) | The full https://… address |
| Nothing to book | Leave the link blank |
Write a sentence or two in Short description even if the event links out: it becomes the More info text once the event moves to Past.
TaskPut a new Vine + Vinyl Saturday on sale
▸
- Content → Metaobjects → Tour schedule → open vine-vinyl-nights.
- Under Specific dates, add the Saturday (e.g.
2026-10-03). - Save. The date appears as a button in the booking drawer straight away.
These dates are the booking calendar: only what is listed here can be booked. The weekly pattern fields are ignored while this list has dates in it.
Per evening. Set high on purpose so the guest counter never blocks a table. Every booking is still counted.
The What's On card does not need updating. It always says “Selected Saturdays · 5–8pm” and links to the booking page, which only offers the dates in the list.
TaskChange an event's photo, words or date
▸
- Upload any new photo first: Content → Files → Upload. Landscape photos work best (cards crop to 3:2).
- Open the entry under Metaobjects → Event, change the field, Save.
Changes show on the site within a minute or two. If an event is cancelled entirely, either delete the entry or set it to Draft (top-right of the entry) to hide it without losing it.
AdvancedA new ticketed event, sold on your site (like the Supper Club)
▸
Vine + Vinyl (£5/person) and the Summer Supper Club (£55/person, two sittings) are products that take payment through your checkout, with no Rezdy involved. A new one needs three pieces:
- A product (price per person, a “Time” option listing the session times, the event theme template).
- A Tour schedule entry pointing at it: dates in Specific dates, times, capacity.
- An Event entry for the What's On card, linking to the product page.
The quickest route is to ask Haydon Power: it is a 15 minute job copying the Supper Club setup. If you are comfortable in admin, duplicate the Supper Club product and its schedule entry and change the details.
Tours · Tastings · Events
Bookings & availability
A booking is a normal Shopify order. The date, time, guest count, extras and notes are on the order lines, so a run sheet can be built straight from Orders.
How availability works
Each bookable experience has a Tour schedule (the rules: days, times, capacity) and a live counter that ticks up as orders come in and down if one is cancelled. The website works out “3 left” or “full” from those two things. Availability is never edited by hand.
TaskChange days, times, capacity or how far ahead booking opens
▸
Everything lives in Content → Metaobjects → Tour schedule (one entry per experience):
| Field | What it does |
|---|---|
| Base days / Base times | The weekly pattern (e.g. Fri–Sun at 14:00) |
| Summer days / times + range | Seasonal extra slots between two dates |
| Capacity | Guests per slot. “Capacity overrides” can change a single date/time |
| Blackout dates | Days off: closed dates inside the pattern |
| Window weeks | How far ahead the calendar reaches for weekly patterns |
| Available until | Hard cut-off: nothing bookable after this date |
| Specific dates | For one-off events: the exact bookable dates (ignores the weekly pattern) |
| Default guests | Where the guest counter starts: 1 unless set here (the flat-priced Treehouse starts at its included 2) |
Changes are live within a couple of minutes. This is data, not a website edit.
TaskHandle a cancellation or move a booking
▸
- Open the order → Refund (or cancel). The freed places go back on sale automatically within a minute.
- Moving a date? Refund the original and take a fresh booking on the right date. That keeps the availability counts correct on both dates.
ReferenceThe extras: sushi boxes, lunch boards, wine, larger groups
▸
- Little Fish sushi boxes and the lunch boards are ordinary products: edit prices and descriptions there. Keep them published (house rule).
- Wine pre-orders in the drawer sell your normal wine products at shop prices. If event pricing should differ, tell Haydon Power and we'll split them out.
- Treehouse stays flat-priced: £110 covers two guests, +£20 per extra, one booking per slot.
- Groups of 10+ on tours are pointed to the contact page to enquire.
Rezdy → Shopify
Vouchers
Every live Rezdy voucher was rebuilt as a Shopify discount code with the exact same code the customer already holds. It goes in the discount box at checkout. Nothing special is needed.
| Kind | What it does at checkout |
|---|---|
| Monetary voucher (358 migrated) | Takes the remaining balance off the whole order. Single-use. |
| Experience voucher (403 migrated) | Covers one person on a Tours & Tastings booking (Afternoon Tea codes are locked to Afternoon Tea). A couple can enter both their codes together: experience codes stack with each other and nothing else. |
TaskLook up (or disable) a voucher
▸
- Discounts → search the customer's code.
- The discount's summary shows what it's worth and whether it's been used; its notes record the original Rezdy order it came from.
- To stop a code, open it → Deactivate.
A handful of retired-experience vouchers were deliberately not migrated; Haydon Power holds the list if one ever surfaces.
Wix → Shopify
Gift cards
All 21 live Wix gift cards were recreated as real Shopify gift cards with the same code and remaining balance. Customers use them at checkout like any gift card.
TaskCheck a balance or issue a goodwill card
▸
- Products → Gift cards shows every card, its balance and status. Search by the last four characters of the code.
- To give a goodwill credit: Issue gift card, set the value, and it emails the customer their code.
New gift cards are also on sale on the site as the gift voucher product; those are emailed automatically.
Inner Circle
Wine club
The Inner Circle runs on Shopify with two membership options: £450 a year or £40 a month. Both renew automatically. Members' April and October boxes are handled with automatic order tags.
- New joiners buy the membership product and pick annual or monthly at checkout; the subscription renews itself.
- Member discounts are tiered. When a first membership order arrives, tag the customer
inner-circle-annualorinner-circle-monthly(customer record, Tags). Annual members use INNERCIRCLE15 (15%); monthly members use INNERCIRCLE10 (10%). The codes only work for tagged customers, so they are safe if shared. - Annual members' renewal orders arrive tagged April Box Pending / October Box Pending: filter Orders by the tag to build each box's shipping list. Monthly members have no box tags; their orders are fulfilled month by month as they arrive.
- Legacy Wix members are running out their old memberships: remaining drops are fulfilled by hand from the members & shipping list Haydon Power provided (
members-shipping.csv, 23 members). - Gifted memberships are sold as a gift-card product (1 year or 1 month): the recipient redeems it against the membership.
BC-WINECLUB-ANNUAL must never change: the April/October box tagging is keyed on it. Leave the monthly SKU (BC-WINECLUB-MONTHLY) alone too.Products · Delivery
Shop, wine & shipping
Wines are normal products with a Quantity option (single bottle / case of six). The cart nudges customers toward free delivery on orders over £65.
TaskAdd a new wine (without breaking delivery pricing)
▸
- Duplicate an existing wine product: it carries the right options, template and metafields.
- Set the weights on both variants: 1.3 kg (single), 7.8 kg (case of 6). The paid delivery bands price by weight, and with weights in place you can move back to a weight-based free tier later.
- Set product type (Sparkling Wine / Still Wine) so it appears in the Wine Shop collection, and add it to the right manual collections.
- Fill the product metafields (tasting notes, specs): they drive the accordions and card badges.
Delivery rates (UK)
Orders over £65 ship free. Below that, delivery is charged by basket weight:
| Basket weight | In practice | Price |
|---|---|---|
| 0 – 0.5 kg | Small items | £5 |
| 0.5 kg + | Bottles & cases | £10 |
Local pickup at The Old Dairy is free. The cart's progress bar shows how close the basket is to free delivery.
Support
Getting help
If something looks wrong on the site, send a screenshot and the order number (if there is one) to the address below and we will take it from there.
Built and supported by Haydon Power
Dan · dan@haydonpower.co.uk