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Expert directory with metafields

Manage a large team as products in a collection, with metafields for role, location, level, specialties and booking, and let the Team grid read them.

Last updated September 21, 2026Atrium 1.0.0

For a group with dozens or hundreds of stylists, the team is data, not a page. Atrium's second mode keeps each expert as a product in a collection: you manage them in Products with Shopify's bulk editor, CSV import and search, and the theme reads the details from product metafields. Each expert can also have a profile page of their own.

Nothing about this is required. A fresh install uses blocks; you switch when you are ready.

The demo team page reads fifty experts from the Team collection.
The demo team page reads fifty experts from the Team collection.

1. Create the metafield definitions

Under Settings → Custom data → Products, add these definitions. The namespace and keys below are Atrium's defaults; if you already have fields under other names, keep yours and map them in step 4.

Key Type Used for
custom.role Single line text Stylist, Colorist, Esthetician
custom.location Single line text The location name, spelled as everywhere else
custom.level Single line text Senior, Master, Lead
custom.specialties Single line text, list of values, or rich text Shown on the card and the profile
custom.languages Single line text English, Spanish
custom.licensed_since Single line text A year
custom.instagram URL Profile link
custom.booking_id Single line text Provider ID that books this person
custom.booking_url URL A full booking link, which wins over the ID
custom.bio Multi-line text or rich text The bio

Turn on Storefront access for each definition (it is on by default for new definitions) so the theme can read them.

2. Create the products

  1. Create a collection, for example Team. A manual collection is simplest; an automated one by tag expert also works.
  2. Add a product per person. The product Title is the name, the product Media holds the portrait (first image is the card photo) and the Description is a fallback bio.
  3. Fill the metafields on the product page.
  4. Set Theme template to expert so the product renders as a profile rather than a shop page.
  5. Leave the price at zero. Uncheck the sales channels you do not want (the Shop app, for one) and, if you prefer, exclude the collection from search with the Search and Discovery app.

Bulk work is faster with Products → Export, editing the CSV and importing it back; metafield columns are included.

3. Point the Team grid at the collection

In the Team grid set Experts come from to A collection of products and choose the Collection.

  • Experts per page, 12 to 100. Filters apply to the people on the current page, so set this above your team size.
  • Link cards to profile pages makes each card's photo and name open the expert's page.
  • Show only these locations and Show only these roles restrict the grid to a subset: one or more values exactly as they appear in the metafield, separated by commas. This is how one collection serves every location page and category page.

Team grid section

Every setting, with its control and default
  • Color schemeColor scheme · Scheme 1
  • Full widthCheckbox · Off
  • Section paddingChoice: None, Small, Regular, Large · Regular
Heading
  • EyebrowText
  • HeadingText · The team
  • Intro textRich text
  • Heading alignmentChoice: Left, Center · Left
Content source
  • Experts come fromChoice: Blocks in this section, A collection of products · Blocks in this section

Add one block per person. Nothing else is needed.

Every product in the collection becomes one expert card. Blocks are ignored while a collection is used.

  • CollectionCollectionUse a collection that holds one product per expert.
  • Experts per pageSlider: 12 to 100 · 48Filters apply to the people on the current page. Set this above your team size so filters cover everyone.
  • Link cards to profile pagesCheckbox · OnEach card's photo and name open the expert's page. Give the products the expert template for that page to exist.
  • Show only these locationsTextOne or more locations exactly as they appear in the location metafield, separated by commas. Leave blank to show everyone.
  • Show only these rolesTextOne or more roles exactly as they appear in the role metafield, separated by commas, for example "Colorist, Color director".
Metafield keys

Name the namespace and key of each metafield on your expert products. Clear a key to leave that line off the card.

  • NamespaceText · custom
  • Role keyText · role
  • Location keyText · location
  • Level keyText · level
  • Specialties keyText · specialties
  • Languages keyText · languages
  • Licensed since keyText · licensed_since
  • Instagram keyText · instagram
  • Booking ID keyText · booking_id
  • Booking link keyText · booking_urlOptional. A metafield holding a full booking URL for one team member. When it is set, that link replaces the generated booking link for that person.
  • Bio keyText · bio
Layout
  • Columns on desktopChoice: 3, 4 · 4
Filters
  • Show filtersCheckbox · OnFilters appear once there are more than three people and more than one value to choose from.
  • Location filter labelText · Location
  • Role filter labelText · Role
  • Level filter labelText · Level
Booking
  • Booking center IDTextUsed when a person has no booking link of their own.
In the theme editorTeam grid section with Experts come from set to a collection. The settings sheet on this page lists every control in that panel by its label.

4. Map your field names

Under Metafield keys on the Team grid: Namespace (custom) and the key for each field, Role key, Location key, Level key, Specialties key, Languages key, Licensed since key, Instagram key, Booking ID key, Booking link key and Bio key. Type your own key names if they differ. Clear a key to leave that line off the card.

The Expert profile section has the same list; set both the same so the card and the page agree.

What happens when a field is empty

A missing metafield leaves that line off the card. Name falls back to the product title, the photo to the product's featured image, the bio to the product description. A filter with fewer than two distinct values hides itself.

Blocks are kept

Blocks are ignored while a collection is used, not deleted. Switch Experts come from back to blocks and they return.