Your handbook

Falk Jewelry Designs on Shopify

Everything you need to run the shop, and the handful of things still waiting on you. Read it in order the first time. After that it is a reference, and the checkboxes remember where you got to.

Nothing on this page can break the shop. Tick a box, close the tab, come back next week.

Start here

The shop is built. It is behind a password for now, so nobody can reach it yet, and falkjewelrydesigns.com still shows your Squarespace site. That stays true until the day you decide to switch it.

When you do not know how to ask. Two things will answer almost anything, faster than finding the right person. Sidekick is built into your admin, top right, and it knows your shop: ask it "how do I mark this sold" or "why can nobody see my store" in whatever words you have. ChatGPT, which you already pay for, is better when you do not know the word for the thing yet. Neither will judge the question. Use them first and save the rest for what they cannot answer. Shopify on Sidekick.

What is already done

  • All 83 products imported with photographs, prices and descriptions
  • Your pages: my story, find me, in the press
  • Shipping, refund, contact and terms policies
  • The gull, your colours, your typefaces
  • A stockist map, and a store-wide search

What is waiting on you

  • A handful of decisions only you can make
  • More photographs
  • A second sentence on the thinnest descriptions
  • A pass through Settings and the checkout

Jump to the decisions

Your first week

The rest of this page is a reference. This is the order to do things in, and it is shorter than it looks: most of it is reading a screen once so that you know it exists.

  1. Sign in and look around. Products, Orders, Settings. Do not change anything. The map.
  2. Put the two apps on your phone. Two minutes, one camera. The codes.
  3. Open one product and change something small. A word in a description. Save it, look at it on the shop. That is the whole loop, and once you have done it once the rest is the same loop. How.
  4. Buy something from yourself. The test gateway is on, so it costs nothing and proves everything. Card number 1. Then cancel the order. How.
  5. Read the nine decisions and answer the three about returns. They are the only things genuinely blocking the shop. The list.
  6. Walk through Settings once, top to bottom. What to look at.
  7. Brand the checkout. Ten minutes, four colours, two typefaces. How.
  8. Export your email list from Squarespace. Before anything else happens to that account. Why this one is urgent.

Everything above has a checkbox in its own section, so tick it there and the counter in the margin moves. There is deliberately no second set of boxes here: one list to keep, not two.

Shopify vs Squarespace

One idea explains most of the difference. In Squarespace, the page is the thing: you lay out a page and type into it. In Shopify, the product is the thing, and the theme is a set of rules for displaying it.

You will not lay out a product page. You will fill in a product, and it appears correctly everywhere at once: in its collection, in search, in the cart, on the receipt, in the shop's own reports. Change the price in one place and it is changed everywhere.

In SquarespaceIn Shopify
Pages, and products live inside a store pageProducts are their own thing. Pages are only for prose like your story
CategoriesCollections, and a product can sit in several
Product options with a price bumpVariants, each with its own price, stock and photograph
Unlimited stockUntracked, or "continue selling when out of stock". Both mean made to order
Editing the live site directlyTwo themes: a draft you can look at, and the live one. More below
TagsTags still exist, but the sorting that matters is done with metafields
Squarespace Commerce checkoutShopify checkout, which you can brand but not rebuild
The one habit to learn: knowing which drawer a thing is in. In Squarespace almost everything is fixed by editing the page it appears on. In Shopify it is split, and knowing the split is most of learning it.
The themeHow things look. Layout, colours, typefaces, what the home page shows, section headings.
ProductsEvery fact about a piece. Name, description, photographs, price, stock, material, stone.
CollectionsWhich pieces are grouped together, and the words at the top of that group.
NavigationThe menus. What is in the top bar and the footer, and in what order.
CheckoutIts own thing entirely. Branded in Settings, not in the theme.
SettingsThe business rather than the shop. Payments, shipping, taxes, policies, notifications.

A price is in the product, not the theme. A heading above a row of necklaces is in the theme, not the product. When something will not change where you are looking, you are almost always in the wrong drawer.

Where everything lives

Your admin is at admin.shopify.com. Seven places, and you will use three of them.

ProductsEvery piece. Prices, photographs, stock, descriptions. You will live here.
CollectionsNecklaces, Earrings, Bridge Collection and so on. Most fill themselves from tags.
OrdersWhat sold, and what to post. Empty until the shop is live.
ContentYour pages, and the list of shops that stock you. That list is under Metaobjects, which is Shopify's word for a list you define yourself. Add a shop there and it appears on Find me, on the map and all.
AnalyticsVisitors, sales, what people searched for. Also empty until then.
SettingsThe business rather than the shop. Payments, shipping, taxes, policies. Worth a proper pass now, and a look every few months.

All of it is on your phone too. Two apps to install.

The two themes, and where changes happen

Under Online Store › Themes you will see two. Shopify does not require this. Max set it up so there is always somewhere to try something before anyone else sees it.

Staging draft

Where changes are made and looked at first. It has a preview link you can open, or send to someone, and no customer will ever land on it.

Main live

The real shop. Changes only arrive here when somebody moves them across from Staging on purpose.

Edit Staging, not Main. You are welcome in the theme editor. Just open it on Staging, look at what you did on the preview link, and promote it when you are happy. Editing Main directly means the first person to see your change is a customer.

Moving a change from Staging to Main

When you are happy with something on Staging, tell Claude or ChatGPT “merge to main”. That is the whole instruction. Everything on Staging moves across to the live shop, and it gets checked afterwards that it really arrived.

There is a GitHub project behind the theme that keeps the two in step. It is hidden from you on purpose for now, not to gatekeep it: Max will hand it over whenever you want it.

Shopify on themes and managing them.

On your phone

Two apps, both free, both worth having before you go live. Point your camera at a code.

Shopify

Your whole admin, in your pocket. Orders as they come in, stock, prices, and a push notification when something sells. This is the one you will actually use.

Shopify on the App Store

Shopify Point of Sale

For selling in person: a show, a market, a trunk sale. It takes a card on your phone and the sale lands in the same place as an online one, so your stock and your numbers stay in one piece. Worth setting up before your next show rather than at it.

Shopify POS on the App Store

Editing a piece

Products, click one. Every field explained, top to bottom.

  1. Title is the name shown everywhere. Changing it does not change the web address, which is good: old links keep working.
  2. Description is your copy. The little toolbar does bold, italics, lists and links. Keep it in your voice, the way you already write.
  3. Media is the photographs. Drag to reorder; the first one is the one people see in the grid. Shopify's guide.
  4. Pricing. "Compare at price" is what puts a struck-through original next to a sale price. Leave it empty otherwise.
  5. Inventory. Most of your pieces are untracked, which means made to order and always buyable. If you ever want a one-off to sell once and stop, tick "Track quantity" and set it to 1. More.
  6. Variants, on the pieces that have them. Drop Earrings is one piece in eight stones: one product, eight variants, each with its own price and photograph. Eight near-identical products would have been the other way to do it, and a worse one. More.
  7. Metafields, at the very bottom. This is the part that is specific to your shop, so it has its own section below.
  8. Status, top right. Active means it can be seen. Draft hides it while you work. Archived is for pieces you are done with; it keeps the record without showing it.
Sold pieces. Set the stock to zero and turn off "continue selling". The piece stays in the grid with SOLD on it and no price, which is what your Squarespace site did and what people expect from one-of-a-kind work.

Shopify on adding and updating products.

Material, stone and theme

Scroll to the bottom of any product and you will find three extra fields: Material, Stone and Theme. Shopify calls these metafields, which just means fields somebody added rather than ones Shopify ships with. They are how a shopper will one day narrow 75 pieces down to the four they want. Every piece is either filled in from something you wrote, or deliberately blank.

MaterialWhat the piece is made of. 14k gold fill, gold plated brass, brass, sterling silver, bone, tagua nut, coral, palm bead. Filled in on 58 pieces.
StoneThe stone set in it. Opal, moonstone, turquoise and twenty more. Filled in on 32 pieces.
ThemeWhat the piece is of: from the shore, creatures, from the garden, celestial. Filled in on 37 pieces.
Every blank is deliberate. Material and stone were read out of your own descriptions and nothing was guessed. 17 pieces never say what metal they are and 43 never name a stone, so those were left empty rather than filled in with something plausible. An empty field is a question for you. A wrong one is a claim on your work.

Each field offers a fixed list to pick from, so nobody ends up with "gold fill", "Gold Fill" and "14k gf" as three different things. You can add a value to that list yourself: Settings › Custom data › Products, open the field, and add it to the accepted list. Or just ask ChatGPT to add it, which is faster once it is connected.

These are not switched on as filters on the storefront yet. That is one setting in the Search & Discovery app and it is on the list. How filters work.

Photographs, and what would help most

The photography is the single biggest lever left. Everything else on the site is finished; the pictures are what will decide whether it feels like a shop worth buying from.

Most valuable

  • On the body. A necklace on a linen bust tells nobody how it sits. One worn shot per line would change the site more than any other single thing.
  • More of you. Exactly one photograph of you came through the migration, the studio shot with the girls. Your story page has four chapters and three of them are illustrated with the work instead. At the bench, hands, the wax, the studio.
  • The hero at full size. The photograph on the home page is the largest that shot exists at and it is smaller than the space wants. If your photographer still has the original, it would sharpen the first thing anyone sees.

Worth doing eventually

  • A consistent background for product shots. The linen bust and the grey stone are both good; picking one makes the grid feel deliberate.
  • A second angle for pieces that only have one.
  • Something with scale in it, so 2.5 inches means something.

Shopify on product media.

Words

Your writing is the best thing about the old site. It is specific, it is warm, and it says where a shell came from. That is not a common thing and it is worth spending time on.

What makes yours good, so you keep doing it. You say where the thing came from. "A tiny shell from the most beautiful lake in Michigan." "A piece of seaweed I gathered on Monhegan Island." Nobody else can write that sentence. Materials, length and how it sits are worth stating too, because they are the questions you would otherwise answer by email.

Decisions still open

These are yours because they are claims about your business, and guessing at them would put words in your mouth. None takes more than a minute to answer.

Your plan

Right now this is a transfer store: a shop built for someone else to take over. It costs nothing while it sits like this, and it cannot take money. The moment it is handed to you, you pick a plan.

Basic recommended

$29 a month paid yearly on Shopify's US pricing, more if you pay month to month. Card rates from 2.9% + 30¢.

Everything you need. The higher plans buy lower card rates and more staff logins, neither of which is worth $50 a month at your volume.

When to move up

Grow is $79 and drops the card rate to 2.7%. That trade pays for itself somewhere around $25,000 a year in card sales, so it is a decision for future you, and Shopify will tell you when you are close.

Current pricing

The same plan, for less. Shopify charges a different number for the same plan depending on which country you are billed in, and several of the cheaper ones are still billed in US dollars. The price is fixed to your contract on the day you subscribe, and it does not get re-priced later as long as the billing currency stays the same.
  1. Set your billing country to a cheaper dollar-billed one. Brazil is the usual choice.
  2. Start the Basic plan there, at that price.
  3. Set the billing country back to the United States. You were in dollars the whole way, so the contract keeps the price you signed up at.

Look at the number Shopify actually shows you before you subscribe rather than taking this on trust. It is a workaround rather than a policy, so Shopify could close it, and if the currency itself ever changes the price is re-rated. Worth ten minutes; not worth worrying about if it does not work.

Settings

Go through the whole list once, in one sitting, before the shop goes live. Most of it is already right and the point is that you have seen it, so that later you know where things are. Open Settings.

After that you will be back in here every so often. Not weekly, but more than once: a shipping rate to change, a new policy line, a bank detail, a notification email to reword. It is the drawer you visit least and need most when you do.

Everything not on this list can stay as it comes. Shopify's defaults are sensible, and most of the screens in here exist for shops much larger than yours. If a setting means nothing to you, that is usually a good sign it is not for you.

Shopify's own setup checklist covers the same ground in their words.

The test gateway, and why it matters twice

A test payment gateway is switched on for you, which means you can walk through your own checkout right now and see exactly what a customer sees, without a card and without a charge.

Card number1 for an approved payment, 2 for a declined one, 3 for a failure at the gateway.
ExpiryAny date in the future.
Security codeAny three digits.

Checkout design

The checkout is the one part of the shop that is not the theme. Shopify runs it, which is why it is fast and trusted, and why it currently looks like Shopify rather than like you. You cannot rebuild it, but you can brand it, and it takes about ten minutes.

Shopify on customizing checkout.

Faire

Faire is the wholesale side: shops browse there and order from you at wholesale prices, the way kloTH and Crush already do. The app is installed on your store but not set up, so it is doing nothing yet.

You have said Faire is a large part of why you wanted Shopify, so this is not a decision to make, it is a thing to finish. Thirty-six of your pieces already carry a wholesale tag from the old site, which is the tedious part done.

And the other one worth trying

Shopify Collective does a similar job from inside Shopify: other Shopify shops list your pieces and sell them, and the order comes to you to make and post. No separate account, no separate catalogue, and it costs nothing to be listed.

The two reach different buyers, so the sensible thing is to run both for a season and keep whichever brings orders. You are the supplier in Collective's language, not the retailer. How the supplier side works.

Open either from Apps in your admin. Shopify on apps generally.

Analytics and Search Console

Shopify's own Analytics already tells you what sold, what people looked at and what they searched for in your shop. That is enough for most days. Two Google tools sit alongside it and answer a different question: how people found you in the first place.

Google Analytics

Where visitors come from, what they do, where they give up. Connected through Shopify's Google channel rather than by pasting code. Shopify's guide.

Search Console

What people typed into Google before they landed on you, and which of your pages Google has trouble with. Free, and the only honest source for that. About it, and how verification works.

Both get set up for you. Nothing to do here except know they exist and that neither will show anything useful until the shop is live and Google has had a few weeks to look at it.

Shopify on reports and analytics and on store preferences, which is where a Google verification tag goes.

Running the shop from ChatGPT

You already pay for ChatGPT. Shopify has an official connector, so you can ask it to look something up or change something in your shop without opening the admin.

It is more capable than it sounds. It reads and it writes: it can create a whole product from a photograph and a paragraph you dictate, generate an image for one that needs another angle, rewrite a description, fix twenty prices at once, add a value to one of your metafield lists, build a collection, pull a sales report, and change the theme.

Ask it"Which pieces have no description?" · "What sold last week?" · "How many earrings are under $100?"
Tell it"Set the material on these six to 14k gold fill." · "Make a new product from this photo, call it Tide Line, $145, necklaces." · "Make a discount code for the show on Saturday."
Even the theme"Make the heading on the home page say something else." · "Add a second row of earrings under the necklaces."
For anything touching the theme, say Staging. Ask for the change on the Staging theme, open the preview link, and look at it on a laptop and on your phone, because they are genuinely different. When you are happy, say “merge to main” and it goes live. This is the single most useful habit on this page.
Do it by hand once first. Add a product yourself, set a price yourself, before you hand any of it to a chat. Not because the chat gets it wrong, but because you cannot tell whether it got it right if you have never seen the screen it is filling in.
Sidekick is the other half of this. Sidekick lives in your admin and knows your shop without being connected to anything: it is the one to ask when you are already in Shopify and stuck on a screen. ChatGPT is the one to ask when you are away from the admin, or when you cannot yet put the question into Shopify's words. Shopify on Sidekick.
It can change things, so read before you confirm. You approve what it is allowed to do when you connect it, and it asks before each change. Treat it like handing someone your admin password: fine for a task you asked for, worth reading twice.
And the app called Falk Ops. You will see it in your Apps list. It is Max's, not yours to use: he built it so Claude could reach your store from his machine while also working on another shop, which the ordinary connector cannot do. It has no screen and nothing to configure. Leave it installed and never open it. The ChatGPT connector above is the one meant for you, and it does everything you need.

Going live

In this order, and none of it is a surprise on the day.

  1. Max hands the store over. His job, not yours. It becomes your login, your billing, your name on the account.
  2. You choose a plan. Basic. A transfer store cannot take money until somebody subscribes, and only you can, because it is your card. Plan details.
  3. Turn off the test gateway and switch on Shopify Payments properly. Where.
  4. Optionally, one real order with a real card. The test gateway has already proved the checkout, the emails and the receipts, so this is belt and braces rather than the moment of truth it used to be. It does prove one last thing the test cannot: that the money actually reaches your bank.
  5. Lift the password so the shop is reachable.
  6. Point the domain at Shopify. The step below, in detail.
  7. Watch for a day. Every old Squarespace address redirects to its new home, and we check the ones that matter actually land.
  8. Then, and only then, close Squarespace.

The domain

Do this Shopify's way, not this page's way. Open Settings › Domains and click Connect existing domain. Shopify asks for falkjewelrydesigns.com and then tells you exactly what to change, checks it for you, and says when it has worked. Follow that, and use what is below only if you get stuck or want to know in advance what you are agreeing to. Shopify's guide.

What it will ask you to do

Your domain is registered at GoDaddy, and GoDaddy also answers for it: the name servers are ns07 and ns08.domaincontrol.com, which are GoDaddy's own. Right now it points at Squarespace's servers.

That is the easy version. Everything happens in one place, at GoDaddy, and you never touch Squarespace at all. Three records change.

A record  @Change to 23.227.38.65. Delete any other A records.
AAAA  @Change to 2620:0127:f00f:5::. Delete any other AAAA records.
CNAME  wwwChange to shops.myshopify.com. including the full stop at the end. It currently says ext-sq.squarespace.com, which is Squarespace.

Then back in Shopify to connect it. Up to 48 hours to settle, though it is usually minutes.

Do this in the morning, not at night. Change the records, then watch the site for the rest of the day. If anything looks wrong the old records go straight back and Squarespace answers again, which is why Squarespace stays paid until this has been watched.

Shopify's exact instructions: connecting a third-party domain manually, and domains generally.

Do not cancel Squarespace early. It is the safety net until the domain has moved and been watched for a day. Cancelling it first is the one mistake in this list that is genuinely hard to undo.

Later, deliberately

Real work, but none of it belongs before launch, and doing it now would slow down the things that matter.

  • Local search. "Handmade jewelry Hingham", "jewelry South Shore", and the like. There is a real opportunity there and it needs proper keyword work rather than guessing. Deliberately not started.
  • Instagram on the site. Your on-body photography is on Instagram and not on the shop. Worth connecting once the photographs above exist.
  • Discount codes. Shopify does them well and you can make one in a minute. Worth saying plainly though: discounting is a poor fit for one-of-a-kind work, because a piece that was $185 last week is worth $185 this week. If you want one, make it for a show or for the list rather than a sale banner on the shop. How they work.

Your email list, which you already have

You have been collecting addresses on Squarespace, and they do not come across with the products. They have to be exported from there and imported here, and they are worth more than anything else on this page: they are people who already said yes once.

Shopify Messaging start here

Shopify's own. Already in your admin, nothing to install, and it knows your products, so a new piece takes about a minute to send. Free at your list size.

Open it · How it works

Klaviyo

What most serious jewelry shops end up on. Much more powerful and genuinely expensive once the list grows. Worth moving to when you have something a bigger tool could do; not worth paying for before then.

On the app store

Start with Messaging. Moving to Klaviyo later is easy; paying for it for a year first is just paying for it for a year. Shopify on marketing.

Shopify on search engine optimisation and on where keywords go.

Learning Shopify

You do not need a course to run this shop. But if you want to go from following instructions to knowing why, these are the four worth your time, in the order I would use them.

Sidekick In your admin, top right. First stop for anything that starts with "how do I". It knows your shop, so the answer comes back about your products rather than in general.
Help Center The manual. Dry but accurate and always current. Every link on this page goes here. Search it rather than browsing it.
Shopify Academy Free courses, video, at your own pace. Worth an evening if you like learning in order rather than by looking things up.
Community The forum. Where you find that four other people had your exact problem in 2023. Good for the odd, specific question the manual does not cover.
The honest advice about all four. Ask Sidekick or ChatGPT first, every time. They will answer nine questions out of ten in the words you used, which is the part the manual and the forum are worst at. Save the courses for when you are curious rather than stuck.

There is also Shopify's blog and a YouTube channel. Both are aimed at people starting a shop rather than running one, so they are further down the list than they look.

Questions, or something on this page that does not match what you see, send it over.