The customer portal app enhances the standard Shopify online account by adding features that allow customers to manage their club subscriptions, loyalty tiers, allocations, and exclusive products. To enable the customer portal app, you must configure it and activate it in your theme.

Creating a customer account

Accessing the customer portal

To access the portal, customers can click the user icon in the top right of your website. It’s important that they use the same email address they provided when signing up for a club or making a purchase, as Shopify links subscriptions to the email used at the time of creation.

What the Customer Sees

You can change which tabs are visible and customise the language in your portal in your Customer Portal settings

• Home: Displays a summary of the customer’s historic orders and any current discount codes.
  
• Subscriptions: Lists active club subscriptions, allowing the customer to view, edit, or cancel their membership (if cancelation is enabled) and update their subscription address.
• Upcoming Shipments: Shows upcoming club orders, giving customers the option to skip selected shipments or modify order add-ons (if this feature is enabled).
• Payment Methods: Allows customers to update their default payment method.
• Exclusive Products: Displays any exclusive products made available through a membership tier or added directly for the customer.
• Membership Benefits: Shows the customer’s progress in any active membership loyalty tiers.
• Referrals: If the referral program is active, this section lists any rewards earned by the customer.
• Allocations: Displays product allocations that the customer is eligible for.
• Addresses: Allows the customer to update their default address and club shipment address.
  

Each subscription has a subscription address that can be edited in the Subscription menu. Subscription addresses can also be edited in the Addresses menu. If the next shipment isn't too close the customer can edit their subscription here in the Subscription menu. Updating the subscription selection will update all future shipments until modified again or until the default renewal date for a seasonal shipment which reverts back to the default selection.

Dynamic Customer Blocks

Dynamic Customer Blocks allow you to display custom messages, promotions, or announcements directly inside the Winehub Customer Portal. These blocks can be scheduled, styled, and positioned to ensure the right message appears at the right time for your customers.

This feature is ideal for:

• Promoting limited-time offers

• Sharing important account or delivery updates

• Highlighting new releases or upcoming events

• Reinforcing loyalty or wine club benefits
  
  

Enable Dynamic Custom Blocks

Before creating any blocks, the feature must be enabled.

1. Navigate to Settings → Customer Portal Settings

2. Scroll to the Dynamic Custom Block section

3. Toggle Allow Custom Dynamic Blocks on

This toggle enables any blocks you create to appear in the Customer Portal.

Create a new Dynamic Custom Block

Once enabled, switch to the Create Block tab to build your first custom block.

The block creation process is broken into four clear steps.

Step 1: Placement & visibility

Use this section to control where and when the block appears.

• Overall Position
  Choose where the block will sit on the page (for example, top or bottom of the portal view).

• Visible On
  Select which Customer Portal page should display the block.

These settings ensure your message appears in the most relevant context for customers.

Step 2: Upload block image

You can optionally add a banner-style image to your block.

Image requirements:

• PNG or JPG format

• Recommended size: 1920 × 400 pixels

Upload a new image or select one from your existing image library.

Step 3: Content & styling

This section controls the text content and layout of your block.

• Style Heading
  Enter a heading for the block.

• Heading Position
  Choose where the heading appears (ie. left, right or centred)

• Style Body
  Add supporting text or messaging.

• Body Position
  Control where the body content is displayed.

Step 4: Customised links & schedule

This step allows you to add a call-to-action and control timing.

• Link Label
  The clickable text shown to customers (e.g. “Shop now”, “Learn more”).

• Embedded Link
  The URL customers will be taken to when they click the link.

• Start Date
  The date the block will begin displaying.

• End Date
  The date the block will stop displaying (leave blank for a permanent message).

Blocks will automatically appear and disappear based on these dates - no manual intervention required.

Step 5: Preview and save

At the bottom of the page you’ll find three actions:

• Show Preview – See how the block will appear to customers

• Reset Fields – Clear all fields and start again

• Save Custom Block – Save and activate the block

Once saved, the block will display in the Customer Portal according to your visibility and schedule settings.

Best practice tips

• Use clear, concise messaging - customers typically scan the portal quickly.

• Schedule blocks to align with promotions, releases, or delivery cycles.

• Keep images lightweight and on-brand to maintain fast portal load times.

• Use links to direct customers to high-intent pages such as allocations, releases, or special offers.

Troubleshooting

Block not appearing?

• Confirm Allow Customer Dynamic Blocks is enabled.

• Check the Start Date and End Date are correct.

• Ensure the block is set to appear on the correct page under Visible On.

Image not uploading?

• Confirm the file is a JPG or PNG.

• Check the image dimensions are close to 1920 × 400 pixels.