Client handover

Shopify store guide

ClientBlack Chalk Wine
Websiteblackchalkwine.co.uk
Prepared byHaydon Power
Last updatedJuly 2026

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 & ordersOrders
Add or edit an event / Friday Night LateContent → Metaobjects → Event
Put a Vine + Vinyl date on sale, change capacityContent → Metaobjects → Tour schedule
Look up a voucher codeDiscounts → search the code
Check a gift cardProducts → Gift cards
Add photos for eventsContent → Files
Change page words/imagesOnline Store → Themes → Customize
Fastest route to metaobjects: press / anywhere in Shopify admin, type “metaobjects”, press enter.

House rules

Keep booking add-ons published The lunch boards, the Little Fish sushi boxes and the extra-participant products must stay Published to the Online Store. If one is unpublished, the booking drawer can't add it and checkout breaks for that extra.
New wines need weights Every wine variant carries a shipping weight: 1.3 kg per bottle, 7.8 kg per case of six. The paid delivery bands are priced by weight, and keeping the weights correct means you can switch to a weight-based free tier later just by setting the minimum weight.
Never change the wine club SKU The annual membership product keeps SKU BC-WINECLUB-ANNUAL. Automatic April/October box tagging is keyed on it.
Leave the Events blog posts alone Old event write-ups in the “Events” blog are no longer linked from the site, but old Google links and the previous website's addresses still land on them. Deleting them breaks those links for no gain.

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.

The What's On page: Upcoming events followed by the Past archive
What's On - upcoming events sort soonest first, with the permanent Vine + Vinyl card after the dated ones. The day after an event, the card moves to Past.

What shows where

The entry has…What the page does
A future dateShows under Upcoming (Events) or Coming up (Friday Night Lates), soonest first
A past date, category EventsMoves to Past (most recent first). The link is removed and More info opens the description on the card
A past date, category Friday Night LatesDisappears from both pages
No date, but a “Date label”Always shows under Upcoming (the Vine + Vinyl card: “Selected Saturdays · 5–8pm”)
A past event card with its More info text open
Past events - clicking More info shrinks the photo and shows the event text beneath it. Past cards do not link anywhere.
The Friday Night Lates tab with one card per upcoming Friday
Friday Night Lates tab - one card per Friday. Each drops off automatically once the night has passed.
Task

Add a Friday Night Late

  1. Content → Metaobjects → EventAdd entry.
  2. Fill it in like the example below: vendor as the title, the Friday's date, category Friday Night Lates.
  3. Pick the food truck's photo under Image (upload to Files first if it's new).
  4. Save. The card appears on the What's On tab and the Friday Night Lates page immediately, and removes itself after the night.
Shopify admin → Content → Metaobjects → Event → Add entry
Wood Fired Pizza by @HampshirePizzaCo
Friday Night Lates
2026-07-17

The card disappears the day after this date.

16:00 – 21:30
friday-night-lates-pizza.jpg
Hand-stretched, wood-fired pizzas. Food served 4–8:30pm; drop-ins welcome subject to availability.
https://book.mysimpleerb.com/19163/the-tasting-room/
Book a table

The table-booking link is always the same:

https://book.mysimpleerb.com/19163/the-tasting-room/

Task

Add 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 bookLeave 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.

After the event has happened you don't need to do anything. The card re-files itself under Past, drops any external booking link, and shows the description on click.
Task

Put a new Vine + Vinyl Saturday on sale

  1. Content → Metaobjects → Tour schedule → open vine-vinyl-nights.
  2. Under Specific dates, add the Saturday (e.g. 2026-10-03).
  3. Save. The date appears as a button in the booking drawer straight away.
Shopify admin → Content → Metaobjects → Tour schedule → vine-vinyl-nights
2026-08-222026-09-12+ add the next Saturday here

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.

17:00
100

Per evening. Set high on purpose so the guest counter never blocks a table. Every booking is still counted.

1

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.

The booking drawer showing the available Saturdays as buttons
The customer's view - each date in “Specific dates” becomes a button. A single session time is selected automatically.
Task

Change an event's photo, words or date

  1. Upload any new photo first: Content → Files → Upload. Landscape photos work best (cards crop to 3:2).
  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.

Advanced

A 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 is three pieces: a product, its booking schedule, and the What's On card. Copying the Supper Club is the reliable way to build one.

1. Duplicate the product

  1. Products → Black Chalk Summer Supper Club → Duplicate (top right). Name the new event and keep it as a draft for now.
  2. On the duplicate, update the description (menu, what's included) and the images.
  3. Under Variants, set the session times and price: the option is called Time and each value must be in 24-hour HH:MM form (e.g. 18:00, 19:30) - the booking drawer matches on this exactly. One variant per sitting; set the per-person price on each.
  4. Check the theme template is still event (right-hand column, "Theme template") - the duplicate keeps it.

2. Give it its own schedule and counter

Important The duplicate still points at the Supper Club's schedule and availability counter. If you skip the re-pointing step below, your new event will sell the old event's dates and share its guest counts.
  1. Content → Metaobjects → Tour schedule → Add entry. Fill it in like the example below: pick your new product under Tour product, put the event date(s) in Specific dates, and list the sitting times in Base times (same 24-hour times as the variants).
  2. Content → Metaobjects → Tour booking count → Add entry: set Tour product to the new product and type {} (two curly brackets) in the Counts box. The availability system takes it from there.
  3. Back on the product, scroll to Metafields and re-point Tour schedule and Tour booking count to the two entries you just made.
  4. While you are in the metafields, update Duration, Location and the three Tour: tabs (Overview / What's included / Good to know) - see the glossary.
Shopify admin → Content → Metaobjects → Tour schedule → Add entry
Your new event product
2026-09-26

The exact date(s) on sale. Nothing else becomes bookable.

18:0019:30

Must match the product's Time variants exactly.

60

Guests per sitting. "Capacity overrides" can change one sitting only.

1
False

True only if you attach a food add-on product (like the sushi boxes).

optional: wines offered as pre-orders in the drawer

3. Put it on sale

  1. Set the product to Active and check it is published to the Online Store.
  2. Add the What's On card: Content → Metaobjects → Event → Add entry, category Events, the event date, link /products/your-new-handle, link label "Book now".
  3. Open the product page on the site and click Book now: you should see your date as a button, your sittings as times, and the right price multiplying by guests.
The Friday Night Lates page line-up
The Friday Night Lates page - built from the same event list. Add the entry once and it shows in both places.

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.

A cart holding a Supper Club booking with date, time and guests
What a booking looks like - every line carries Date, Time and Guests. Extras (sushi, wine, lunch boards) arrive as their own lines tied to the same booking.

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.

A tour booking calendar with its rolling availability window
Tours - a rolling weekly pattern. The calendar always looks the set number of weeks ahead.
The Supper Club drawer with its two sitting times
One-off events - exact dates instead. Here, the Supper Club's two sittings on one Saturday.
Task

Change days, times, capacity or how far ahead booking opens

Everything lives in Content → Metaobjects → Tour schedule (one entry per experience):

FieldWhat it does
Base days / Base timesThe weekly pattern (e.g. Fri–Sun at 14:00)
Summer days / times + rangeSeasonal extra slots between two dates
CapacityGuests per slot. “Capacity overrides” can change a single date/time
Blackout datesDays off: closed dates inside the pattern
Window weeksHow far ahead the calendar reaches for weekly patterns
Available untilHard cut-off: nothing bookable after this date
Specific datesFor one-off events: the exact bookable dates (ignores the weekly pattern)
Default guestsWhere 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.

Task

Handle a cancellation or move a booking

  1. Open the order → Refund (or cancel). The freed places go back on sale automatically within a minute.
  2. Moving a date? Refund the original and take a fresh booking on the right date. That keeps the availability counts correct on both dates.
Reference

The extras: sushi boxes, lunch boards, wine, larger groups

The booking drawer's sushi and wine pre-order steps
Vine + Vinyl extras - Little Fish boxes (£22 per person) and wine to pre-order for the table.
  • 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.
  • 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.
One thing to confirm The Supper Club's capacity is set to a provisional 60 per sitting. Edit the schedule's Capacity field with the real cover count (Content → Metaobjects → Tour schedule → black-chalk-summer-supper-club).

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.

KindWhat 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.
Task

Look up (or disable) a voucher

  1. Discounts → search the customer's code.
  2. 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.
  3. 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.

Task

Check a balance or issue a goodwill card

  1. Products → Gift cards shows every card, its balance and status. Search by the last four characters of the code.
  2. 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-annual or inner-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.
Remember The annual SKU 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.

Task

Add a new wine (without breaking delivery pricing)

  1. Duplicate an existing wine product: it carries the right options, template and metafields.
  2. 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.
  3. Set product type (Sparkling Wine / Still Wine) so it appears in the Wine Shop collection, and add it to the right manual collections.
  4. 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 weightIn practicePrice
0 – 0.5 kgSmall 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.

Reference

Metafield glossary

Metafields are the extra fields under a product or page in admin (scroll to the Metafields block; the ones listed here are pinned so they show first). Each one feeds a specific spot on the website. The same descriptions now appear as helper text in admin itself.

Products: wines

FieldWhat it does on the site
Tasting notesThe "Tasting notes" accordion on the wine's page.
Wine detailsThe "Wine details" accordion (grapes, dosage, ageing).
Press quotesThe "Press" accordion. One quote per line.
Awards & accoladesThe "Awards + accolades" accordion. Leave empty to hide the row.
Award badge labelText next to the medal chip on the wine's page, e.g. "IWSC 2026 Gold - 95 pts".
Card badge imageSmall medal/badge image on the product card in shop grids.
Card labelShort label on the product card in shop grids, e.g. "New".
Breadcrumb parent pagePoints the product's breadcrumb somewhere other than the shop, e.g. Wine Club.

Products: tours & events

FieldWhat it does on the site
DurationFact row next to the clock icon, e.g. "2 hours (approx.)".
LocationFact row next to the map pin, e.g. "Nr. Andover, SP11 7JX".
Tour: Overview / What's included / Good to knowThe three tabs under "About this experience".
Tour scheduleLinks the product to its booking rules (days, times, capacity, specific dates). Without it, the page says booking is not configured.
Tour booking countLinks the product to its live availability counter. Set up once and left alone: the availability system updates it.

Product variants

FieldWhat it does on the site
Board descriptionThe text under a lunch board or sushi box option in the booking drawer.

Pages & collections

FieldWhat it does on the site
Menu Image (pages and collections)Hand-picked image for that page or collection's card in the main menu dropdowns.
Walking tour set (Japanese title, audio EN/JA, transcripts, gallery)Everything on a vineyard walking-tour QR page: the two audio guides, both transcripts and the photo gallery.
Stockists: map locationsThe pins on the stockists page map. One entry per stockist with name, lat/lng (right-click the spot on Google Maps) and an optional link.

Events and booking schedules are not metafields; they are metaobjects (Content → Metaobjects) and are covered in Events and Bookings.

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.

Haydon Power

Built and supported by Haydon Power

Dan · dan@haydonpower.co.uk