# Setting Up Your Wine Club

Once you've completed the [installation steps](installation.md), this guide walks you through creating and configuring your wine club. You can also track your setup progress from the [dashboard setup guide](dashboard.md#setup-guide).

!!! tip "Migrating existing customers?"
    If you already have wine club customers from another platform or spreadsheet, you can [import them](importing-subscriptions.md) after setting up your clubs — no need for each customer to sign up individually.

## 1. Create a wine club

There are two ways to create a wine club:

- **Guided setup wizard** — pick your club type, name it, set frequencies, case sizes, discounts, choose wines, and optionally add an image. The last step previews each club; if you ship to multiple countries, switch markets to see pricing in each currency. Publish straight away or save as a draft. After publishing you get a shareable signup link and a downloadable QR code for your tasting room or marketing. Click **Create Club** on the dashboard or clubs page to start.
- **Manual editor** — the full editor with all options on one page. Click **Skip the guided setup** on the first step of the wizard.

Both methods create the same club; pick whichever you prefer.

### Club type

Select the **club type** — [Choose Your Own or Curated](club-types.md).

!!! tip "Not sure which club type to choose?"
    See [Club Types](club-types.md) for a detailed comparison of **Choose Your Own** and **Curated** clubs, including differences in customer experience, fulfillment, and pricing.

### Frequencies and case sizes

All subscriptions use **anniversary-date billing** — the customer's first order is placed immediately at signup, and subsequent orders are billed according to their chosen frequency from that date. For example, a customer who signs up for a quarterly club on March 15th will be billed next on June 15th, then September 15th, and so on.

!!! info "Seasonal (fixed-date) billing"
    The app is designed for the anniversary-date model: first order on signup, subsequent orders on the chosen frequency from that date. The seasonal model — where the winery nominates the months of the year that all club orders are processed together — isn't supported out of the box. [Contact us](support.md) if a fixed-date schedule suits your winery and we'll discuss your needs in more detail.

Select the **frequencies** and **case sizes** you'd like to offer. You can select multiple of each.

Four delivery frequencies are available:

- Monthly
- Quarterly (every 3 months)
- Six-monthly (every 6 months)
- Annually (every 12 months)

Three case sizes are available:

- 3 bottles
- 6 bottles
- 12 bottles

The app generates a **club** for every frequency and case size pair. For example, selecting 2 frequencies and 2 case sizes creates 4 clubs:

| | Quarterly | Six-Monthly |
|---|---------|-----------|
| **6-pack** | 6-pack Quarterly | 6-pack Six-Monthly |
| **12-pack** | 12-pack Quarterly | 12-pack Six-Monthly |

### Enable the clubs you want to offer

You don't have to offer every club. Each club has a checkbox — **enable the ones you want to offer** and leave the rest disabled. Disabled clubs are not shown to customers.

For example, you might enable "6-pack Quarterly" and "12-pack Six-Monthly" but leave the other two disabled, and offer different discount percentages and/or products for each.

### Configure each club

Expand each enabled club to configure it individually. Every club can have its own settings, displayed on your wine club signup page:

- **Club Name** — the customer-facing name shown in the signup widget, customer portal, and emails (defaults to the frequency and case size, e.g., "6-pack - Quarterly"). Each club name must be unique within the group.
- **Description** — explain the offering, highlight benefits, or describe the selection
- **Discount (%)** — the club discount applied to this club's price
- **Image** — an optional image shown in the signup widget

### Add products

Each enabled club needs products — these should be individual bottle products, not whole cases. See [Preparing Your Products](preparing-products.md) for guidance on setting up your products for subscriptions.

How you add them depends on the club type:

=== "Choose Your Own Club"

    Click **Select Products** to choose the wines that customers can pick from when building their case. You don't need to set quantities — customers decide how many of each wine to include.

    You can also add products directly from Shopify's product page using the **Purchase Options** extension.

=== "Curated Club"

    Click **Select Products** to choose the specific wines for this club, then **set the quantity** for each wine. The quantities must add up to the case size.

    For example, a 6-bottle curated club might be: 2x Cabernet Sauvignon + 2x Pinot Noir + 2x Merlot.

    A bottle counter shows your progress (e.g., "4/6 bottles configured") and confirms when the case is complete.

    The app calculates and displays the **retail price** (sum of all products) and the **club price** (with the discount applied).

!!! note "Different products per club"
    Each club can have a completely different product selection. For example, a "6-pack Quarterly" could feature everyday wines while a "12-pack Six-Monthly" showcases premium selections.

### Club group name

Before saving, enter a **club group name** in the sidebar (e.g., "Build Your Own Case" or "Premium Reds Club"). This is an internal name used to organise your clubs — customers won't see it. Each club group name must be unique within your store.

Once your club is live, see [Managing Clubs](managing-clubs.md) for what you can and cannot change.

## 2. Publish your club

When you're happy with your club configuration, click **Publish** to make it available for signups. Clubs remain in **Draft** status until you publish them, and draft clubs do not appear in the signup widget.

!!! note "Customers need the signup widget to join"
    Publishing a club makes it available, but customers can only sign up through the signup widget on your storefront. The next step in the getting started guide — [Setting Up Your Landing Page](landing-page.md) — covers adding the widget to a page.

You can continue to edit most settings after publishing. See [Managing Clubs](managing-clubs.md) for details on what can and cannot be changed.

## 3. Configure delivery methods

The app automatically offers the same delivery methods you already have configured for your store. These are managed in your Shopify admin under **Settings > Shipping and delivery** and can include:

| Method | Description |
|--------|-------------|
| **Shipping** | Standard carrier shipping to the customer's address |
| **Local Delivery** | Delivery within a local area (you define the radius/zone) |
| **Winery Pickup** | Customer picks up from your location |

Customers choose their delivery method during signup. They can change it later through the [customer portal](customer-portal.md) or you can change it on their behalf from the [subscription detail view](managing-subscriptions.md).

### Free shipping for subscribers

You can offer free shipping to wine club subscribers using Shopify's built-in discount features.

1. In your Shopify admin, go to **Discounts**
2. Create a new **Automatic discount**
3. Set the discount type to **Free shipping**
4. Under **Purchase type**, select **Subscription**
5. Configure any additional conditions (e.g., minimum order amount)
6. Save and activate the discount

This discount applies automatically at checkout and on recurring billing for wine club orders.

![Free Shipping for Club Subscribers](images/free-shipping-for-club-subscribers.png)

## 4. Set up club discounts on one-off orders

You can offer wine club subscribers an automatic discount on their regular (non-subscription) purchases. This is separate from the club discount that is already applied automatically to subscription orders.

1. In your Shopify admin, go to **Discounts**
2. Create a new **automatic discount** with the type **Amount off order**
3. Set the **discount value** (e.g., Percentage, 20%)
4. Set the **purchase type** to **One-time purchase**
5. Under **Eligibility**, select **Specific customer segments** and choose your wine club segment (e.g., "Wine Club Subscribers")

The discount applies automatically at checkout for eligible subscribers — no discount code required.

![Club Discount on One-Off Orders](images/member-discount-one-off-orders.png)

!!! tip "Planning to use segments for email campaigns too?"
    Marketing emails only reach customers who have opted in, whether you send them through Shopify Email or another platform. Enable the marketing opt-in checkbox in **Shopify Admin → Settings → Checkout** before launch. See [Customer Emails](customer-emails.md#using-segments-for-marketing) for details.

!!! info "Subscription discounts are automatic"
    The club discount on subscription orders is configured when you create your club and applied automatically at checkout and on each billing cycle. The discount described here is for separate, one-off purchases only.

## 5. Review policies

Before launching, review how you want to handle:

- **Pausing:** Will you allow customers to pause their subscription?
- **Cancellation:** What is your cancellation policy?
- **Skipping:** Can customers skip individual orders?

These actions are available through both the customer portal and your admin dashboard. See [Customer Portal](customer-portal.md) and [Managing Subscriptions](managing-subscriptions.md) for details on each action.

## 6. Configure email settings

The app sends transactional emails to your customers on your behalf — including welcome messages, billing reminders, payment failures, and subscription changes. Configure the sender identity for these emails:

1. In the Tectalic Wine Club app, go to **Settings > Emails**
2. Configure the **From name** (e.g., your winery name)
3. Configure the **Reply-to email address**
4. Optionally upload your logo for email branding

See [Settings > Email](settings.md#email-settings) for all email configuration options, and [Customer Emails](customer-emails.md) for the full list of emails the app sends.