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.

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 (see Subscription Statuses for full details):

• Active — Currently billing on schedule
• Paused — Temporarily on hold, can be resumed
• Failed — On hold due to payment issues, can be reactivated
• Ended — Cancelled subscriptions

Each subscription shows the quantity (bottle count), frequency, status, and next billing date.

Clicking View on a subscription shows the full details, including the upcoming order, delivery information, and payment method.

Logging In¶

The customer portal lives inside Shopify's customer account, so members log in through Shopify's standard customer account flow. There is no separate password to set up or invite link to redeem.

By default, Shopify uses passwordless sign-in. The customer enters their email address, Shopify sends them a one-time 6-digit verification code, and they enter that code to log in. The account is provisioned automatically the first time someone successfully signs in for an email address — so imported customers and brand-new customers go through the same flow as everyone else.

The links in app-generated emails (upcoming order reminders, billing notices, the "Add a payment method required" email, and so on) all point at the customer's subscription page. If the customer isn't already signed in when they click, Shopify shows the sign-in screen first and then takes them straight to the subscription page once they've entered their code.

Real-Time Progress Feedback¶

When a customer performs any action in the portal, they see real-time progress feedback showing what's happening with their request. This includes:

• A spinner with a status message while the action is being processed
• The subscription page is disabled while the action is in progress, preventing conflicting actions
• When the action completes, the page automatically refreshes with the updated data — no manual reload needed
• If something goes wrong, a clear error message is shown

If the customer tries to perform another action while one is already in progress, the portal detects the existing operation and shows its progress instead of displaying an error.

Available Actions¶

The actions available to customers depend on the club type and subscription status.

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.

If the subscription has no payment method on file, Order Now is blocked before any charge is attempted and the customer sees a clear message asking them to add a payment method first.

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.

Order Note¶

Customers can view and edit the order note on their subscriptions. The order note is a free-text instruction for deliveries, such as "Leave at the back door" or "Ring doorbell on arrival". The note is automatically included on all future subscription orders.

The order note is available for active and paused subscriptions. Notes are also visible to merchants on the view subscription screen in the Shopify admin. See Order Note for how notes appear on 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.

Update Payment¶

Clicking Update payment method opens an inline modal showing the customer's current card and any other saved cards on their Shopify account. They can switch cards or add a new one and the change applies immediately on save.

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.