Customer Portal¶
The customer portal lets members manage their wine club subscriptions from their Shopify account page. Members access it by logging into their account and navigating to the Subscriptions section.
New Customer Accounts required
Tectalic Wine Club requires Shopify's new customer accounts. Legacy customer accounts are not supported. Learn more about customer accounts.
Overview¶
When a customer views their order history in their account, they will see a View Subscription button on subscription orders, which lets them manage their subscription:
The portal displays subscriptions grouped by status:
- Active — Currently billing on schedule
- Paused — Temporarily on hold, can be resumed
- Ended — Cancelled, expired, or failed subscriptions
Each subscription shows the club name, frequency, case size, next billing date, and current items.
Clicking View on a subscription shows the full details, including the upcoming order, delivery information, and payment method.
Available Actions¶
The actions available to customers depend on the club type and subscription status.
| Action | Description | Choose Your Own | Curated |
|---|---|---|---|
| View | View subscription details and upcoming order | Yes | Yes |
| Pause | Temporarily pause billing and deliveries | Yes | Yes |
| Resume | Resume a paused subscription | Yes | Yes |
| Cancel | Permanently end the subscription | Yes | Yes |
| Skip | Skip the next scheduled order | Yes | Yes |
| Order Now | Charge and deliver the next order immediately | Yes | Yes |
| Change Items | Modify wine selection for future orders | Yes | No |
| Change Delivery | Update delivery address or method | Yes | Yes |
| Update Payment | Update the payment method on file | Yes | Yes |
| Reactivate | Reactivate a failed/on-hold subscription | Yes | Yes |
Pause¶
Pausing temporarily stops billing and deliveries. The subscription stays in a paused state until the customer resumes it. No orders are created while paused.
Resume¶
Resuming a paused subscription restarts billing on the next scheduled date. The customer can resume at any time from the portal.
Cancel¶
Cancelling permanently ends the subscription. Any orders already placed or in progress continue as normal. This action cannot be undone.
Skip¶
Skipping pushes the next order to the following billing cycle. The customer sees the skipped date and the new next billing date before confirming.
Order Now¶
Order Now charges the customer immediately for their next scheduled order. Since the order is placed early, future orders also shift forward accordingly.
Change Items¶
Available for Choose Your Own clubs only. Customers can browse the available product pool and modify their wine selection, as long as the total number of bottles matches the case size. Changes apply to the upcoming order and all future orders.
Change Delivery¶
Customers can update their delivery address or switch between delivery methods (shipping, local delivery, or winery pickup), depending on what you have configured.
When changing delivery, the portal checks which delivery options are available for the new address and shows the customer their options along with any shipping cost changes.
Delivery methods
The three delivery methods — Shipping, Local Delivery, and Winery Pickup — are configured in your Shopify admin under Settings > Shipping and delivery. The portal automatically shows whichever methods are available for the customer's address.
Update Payment¶
Customers can update the credit card or payment method used for their subscription. Depending on the payment provider, this either opens an update page directly or sends the customer an email with a secure link to update their card details.
Reactivate¶
If a subscription is on hold due to payment failures, the customer can reactivate it from the portal. Reactivation charges the customer immediately. The portal recommends updating payment details before reactivating.