Help

Getting Started

• Your Dashboard: where you land
  Your encouraging home screen - a word for the day, and this month at a glance.
• Welcome - your first look around
  Your store, from the top.
• Your logo, colors, and homepage
  Make it look like YOUR farm in fifteen minutes.
• Adding your products
  Items, prices, photos, and sold-by-weight.
• The Farm Assistant: help without waiting
  A help chat in the corner of your dashboard - ask anything, or reach Gideon.
• Sort any list with a click
  Column headers on your lists are clickable - once for A to Z, again to flip.
• Cleaner lists: one Filters button
  Orders and Items lists tuck their filters and bulk actions behind one button - and deleting always asks first.
• Your store speaks "item" - and members can switch locations anywhere
  Web addresses read /item/ instead of /product/, and the pickup banner carries a change-location link.

Orders

• Notify members by email or text - now or later
  Tick orders, write once, reach everyone - by email, text message, or both, sent now or scheduled.
• Orders stay editable until they are actually paid
  Add, remove, and change items on any order that has not been charged - the moment money moves, it locks.

Items

• Coupons with Farm Rules
  Automatic or by code, repeating weekly or monthly, limited to pickup locations or named members.
• Subscribe & Save: how members subscribe, and what they get
  A One-time / Subscribe choice sits right on every item page - the whole journey is automatic from there.
• The item editor, organized
  Everyday fields on top, occasional features tucked into dropdowns and the Advanced tab.
• Hide an item at certain locations
  A Not offered checkbox per location - members shopping that location simply never see the item.
• Search finds item names - nothing else
  Type "glass" and you get the jars, not every salve whose description mentions one.

Design

• The category menu bar and your homepage tiles
  Choose which categories show in the white menu bar, and dress every tile with a picture and caption.
• Menus that keep themselves honest
  Empty categories leave the menu on their own and return when you restock - plus your own menu order.

Packing

• Out of stock on Packing Day: one click, and where the sorry-note lives
  No confirmation popup anymore - and the sorry-note prints on the packing list, computed at print time.

Your Week

• How the ordering week works
  Cart = order, deadline locks it, you pack, the card is charged.
• Packing Day, start to finish
  The screen that thinks like a packer.
• Charging cards and getting paid
  Exact amounts, charged at pack - and what happens when a card declines.

Your Customers

• Sign-up: three ways your store can welcome people
  Plain sign-up, your own application, or the U-Neac covering.
• The CRM: remembering your people
  Notes, promises, and the whole story of every customer.
• Your team: who may touch what
  Four helper roles, each seeing only their part of the store.
• Pickup Managers and Community Hosts
  The neighbor who hands out boxes - and the one whose home IS the pickup spot.
• Store credit, gift cards, and offline payments
  One balance that spends itself - however the money arrived.
• Members can save a card without placing an order
  The Donation Methods page has an Add-a-card box - nothing is charged until an order is packed.
• The customer profile page
  Click any name on Customers and get the whole picture: location, referral link, credit, cards, subscription, orders, notes.

Your Store

• Pickup locations, delivery zones, and rhythms
  Where, when, and how often your food reaches people.
• Deadlines and ordering ahead
  When the week closes, and letting customers order for a future pickup.
• The emails your store sends
  Every automatic email, editable in your own words.
• The Wish Board: ask, vote, watch it arrive
  This platform is built with its farmers.
• Growing baskets, the gentle way
  Bigger orders without ever feeling pushy.

Add-ons

• Subscriptions and Subscribe & Save
  Repeating orders on your rhythms, with an optional saving.
• Referrals and Ordering for a Friend
  Two ways love of the farm spreads itself.
• Reseller storefronts
  Trusted members with their own page on your site.
• The Register (POS)
  A farm-store tablet where members check themselves out.
• Vendor orders and wholesale restocking
  Your suppliers get their orders without you writing them.
• Integrations and accounting
  Zapier, spreadsheets, and your bookkeeper - all fed automatically.
• Sending Newsletters to Your Customers
  Email your customers right from your dashboard - specials, announcements, a weekly note. What it costs, how it differs from order emails, and how to send your first one.
• Customer Questions: a help button on your store
  Let shoppers message you from your storefront - by email or Telegram.
• Email Marketing and System Emails - which is which
  Newsletters and campaigns live under Email Marketing; the store’s automatic emails live under System Emails.

When Something Looks Odd

• First aid: the five most common surprises
  Before you worry, check these.
• Reporting a glitch
  One screenshot and we can usually fix it the same day.

What's New

• Your menu now opens straight to the work
• Packing Day: the actions menu and its friends
• What your customers see now