Installation¶

This guide covers the one-time technical setup to get the Tectalic Wine Club app running on your Shopify store.

1. Verify Store Requirements¶

Before installing, confirm your store meets these requirements:

Payment gateway: Your store needs an active payment gateway that supports Shopify subscriptions (e.g., Shopify Payments, Stripe, or another compatible provider).

New Customer Accounts: Shopify has deprecated legacy customer accounts. Tectalic Wine Club won't work until you upgrade to the new customer accounts. Learn more about upgrading.

To check: Go to Settings > Customer accounts in your Shopify admin and ensure New customer accounts is selected.

Online Store 2.0 theme (recommended): The signup widget can be embedded on any page using the theme editor with an Online Store 2.0 compatible theme (e.g., Dawn). If your store uses an older theme, you can still use direct signup links to let customers join your wine club.

2. Install the App¶

Install the Tectalic Wine Club app from the Shopify App Store. After installation, the app appears in your Shopify admin under Apps.

Your store starts on the free Startup 10 plan, which includes up to 10 wine club subscriptions with full feature access. When you're ready to grow beyond 10 subscriptions, you can upgrade to a paid plan from Settings > Billing in the app.

3. Enable Customer Portal¶

The customer portal lets members manage their subscriptions from their account page. To enable it, add the Tectalic Wine Club extension blocks to your customer account pages via the theme editor.

1. In your Shopify admin, go to Online Store > Themes > Customize
2. From the page dropdown at the top, select Checkout and customer accounts
3. From the page dropdown at the top, select Customer Accounts > Orders
4. Click the Apps tab on the left, locate the Tectalic Wine Club app, click the + next to View Subscription Button, then click Add page to > Orders and Order status
5. Click the Apps tab on the left again, locate the Tectalic Wine Club app, click the + next to My Subscriptions, then click Add page to > Accounts
6. Click Save (top right)
7. Click the Add to menu button to add the My Subscriptions page to your customer account menu
8. Click Save to save the menu, then close the menu settings by clicking X (top right)
9. Exit the editor by clicking the back button at the top left of the screen

Once enabled, customers can view and manage their subscriptions from the My Account section, and will see a View Subscription button on their orders:

See Customer Portal for details on what members can view and manage from their account.

4. Enable Checkout Validation¶

Checkout validation ensures wine club orders meet your case size and product requirements.

1. In your Shopify admin, go to Settings > Checkout
2. Under Checkout rules, click Add rule and select Tectalic Wine Club — the rule is added with an Inactive status
3. Click on the Tectalic Wine Club rule to open it, then click Turn on (top right)

This prevents customers from modifying their cart in ways that would break wine club requirements (e.g., removing bottles from a curated case).

Confirm the Tectalic Wine Club rule now shows as Active in the Checkout rules list.