Integration | Shopify | Concierge

Content

• Introduction
• Getting started and creating products
  • Create products
  • Manage categories
  • Product details
• Product types and variants
  • Products with variants
  • Subscriptions
  • Quote products
  • Add a redirect to a partner website
• Order management
  • View and manage orders
  • Communication with residents
  • Manage orders
• Configure shop settings
• Further resources in the Shopify Help Center
• Contact Shopify support

Introduction

The integration of Shopify into the Allthings Concierge feature enables you to offer your residents additional services and products directly through the Allthings App.

After the setup and linking by our team, you gain access to your Shopify account and can configure a variety of settings independently.

Getting started and creating products

Create products

To create products in your Shopify store:

1. In the Shopify admin, go to "Products".
2. Click "Add product".
3. Enter a title and other relevant product details.
4. Click "Save".

More information in the Shopify Help Center: Add and update products

Manage categories

Product categories may include, for example, cleaning, troubleshooting, catering, laundry service, holiday service and moving service. Organise your products into collections to make navigation easier for residents:

1. Go to "Products" > "Collections".
2. Click "Create collection" and give it a name.
3. Add the relevant products and save the collection.

More information in the Shopify Help Center: Collections

Product details

Products can be displayed in different ways, and there are different product types.

More information in the Shopify Help Center: Product details

Product types and variants

Shopify supports various product types and variants:

• Single products: standard items without variants that can simply be ordered.
• Products with variants: items offered in different versions (e.g. a cleaning service whose price varies depending on the size of the flat and the number of rooms and bathrooms).
• Subscriptions: recurring services that residents subscribe to.
• Quote products: depending on what residents have in mind for this product or service, a price must be quoted first.
• Redirect to a partner website: you can create a post that redirects residents to a partner website. This post is listed among the products.

Products with variants

You can add variants to a product that is available in more than one option, such as size or colour. Each combination of option values for a product can create a variant of that product.

How to add variants:

1. Open the product in the admin.
2. Scroll to the "Variants" section and click "Add variant".
3. Define the options (e.g. Size: S, M, L).
4. Save your changes.

You can edit the variants of an existing product at any time.

Subscriptions

You can add a subscription as a purchase option. Residents can then book recurring services without placing a new order each time, and pay an agreed price at defined intervals, e.g. monthly, weekly or daily.

1. Create your product as usual.
2. Next, open the "Apps" section and select the app you use to manage subscriptions. In our case, we work with Appstle℠ Subscriptions.
3. If you have not yet created any "Subscription Plans", click "Create Subscription Plan" and follow the steps. If you have already created a plan, you can select your products via "Select Products" and add them to the plan.

• Set up subscriptions
• Manage subscriptions in the Shopify admin

Quote products

With a suitable Shopify app (e.g. Request a Quote), you can enable individual quote requests for selected products.

Within the app, you can define which products require a quote, adjust settings such as mandatory fields or minimum quantities, and specify who receives notifications. Incoming requests are managed and processed directly in the Shopify admin.

1. Create the product in Shopify as usual.
2. Under "Apps", open the app "Request a Quote & Hide Price".
3. Go to "Quote Form" and create a form with all the fields needed to determine the price.
4. Add individual questions under "Form Fields". Only one form can be created – so make it as complete as possible.
5. In the left-hand area, select the products the form applies to.
6. Save with "Save Form". For shop themes, you also need to click "Publish to Theme" for the changes to go live.

Add a redirect to a partner website

You can create a post that redirects residents to a partner website. This post is listed among the products.

Create a preview for the product category

1. Under "Sales channels", open "Online Store".
2. Under "Theme", click the green "Customize" button.
3. Navigate to "Categories".
4. In the left menu, click "Add section".
5. Select "Image with text".
6. Add the image, a short text and the button title in the appropriate place.
7. Save your changes.

Create a redirect post

1. Under "Sales channels", open "Online Store".
2. Click "Pages" in the left menu.
3. Click the green "Add page" button.
4. Create the post for the website you want to refer to. Make sure to link the target website in the post.
5. Save the post.
6. Under "Pages", hover over the post you created and click "View page".
7. Copy the URL of the post and paste it in step 6 of the section "Create a preview for the product category".

Order management

View and manage orders

All incoming orders appear in the Shopify admin under "Orders". Here you can:

• View order details.
• Update the order status.
• Add notes or leave internal comments.

Communication with residents

To get in touch with the person who placed an order:

1. Open the respective order.
2. Use the integrated messaging function to send an email to the person who placed the order.
3. All emails can be viewed and resent under "Timeline".

Manage orders

Shopify offers many ways of managing your orders.

After an order has been placed, you can modify it at any time or add further products. Detailed instructions can be found in the Shopify Help Center. If needed, orders can be cancelled or archived.

• Manage orders
• Edit orders
• Cancel, archive and delete orders

Configure shop settings

In the Shopify admin, you can flexibly adjust basic shop settings. These include:

• Payment methods and translations: under "Settings" > "Payments", select suitable payment providers. Adjust language versions and text translations under "Settings" > "Languages".
• Enable notifications: under "Settings" > "Notifications", you can add the email addresses of all responsible team members so they are automatically informed about new orders.
• Email settings for additional apps: some apps (e.g. for quotes or bookings) require their own email configuration. This is usually done directly in the respective app.
• Upload images: images for products, posts or banners can be uploaded directly in the product editor or theme editor. Square images (1:1) in high resolution work best.
• Manage access: add further people under "Settings" > "Users and permissions". Roles and access levels can also be defined there.

Further resources in the Shopify Help Center

• Shopify Help Center home
• Set up your store
• Add and manage products
• Create collections (product categories)
• Customize themes
• Set up payment providers
• Adjust checkout settings
• Manage orders
• Customize email notifications
• Manage customers
• Shopify App Store (e.g. for subscriptions or quotes)
• Manage and integrate apps

Contact Shopify support

For questions about your Shopify store – e.g. payment issues, app functionality or technical errors – please contact Shopify Support directly.

A virtual Help Center assistant is also available in the Help Center.

Individual apps such as Request a Quote also have their own support, which is usually linked directly within the respective app.