Help

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.
• Ingredients on an item
  A plain ingredients list on a product, shown on its own tab — and only on the items where you have filled it in.
• Size and weight on an item, and what packing does with them
  Packing Day can only work out boxes and bags from sizes you have filled in. Here is what to put, and what happens on the items you leave empty.

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.
• Your Food-First homepage & menu refresh
  A slim info bar on top, your food categories as the main green menu, a bigger hero, trust badges, and a Popular Items carousel.
• Category pages that help people shop
  Sub-group tabs above the items, a quick search, the current category highlighted, and a browse-more row at the bottom.
• Write a blurb for each category
  The Description box on a category shows as a friendly reassurance note under its title.

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.
• One note for an order - on the slip and in their email
  The Slip note you write on Packing Day prints on the packing slip AND shows the member in their pickup email - one note, both places. Out-of-stock items are added to it automatically.
• Tell members how each group is packed
  Give each packing group a short note like “in the ice chest with your name on it” and it shows next to that group in the member’s pickup email.
• Packing when the wifi is out (Offline Packing Day)
  Turn on the Offline Packing Day add-on and your Packing Day keeps working with no signal - every change saves to the device and syncs when the wifi comes back.
• Substitute an item on Packing Day
  When you swap one item for another, the Substitute action changes the order, writes a kind note the member sees, and can email or text them - your choice.
• Planning driver routes
  Turn a delivery day into an ordered list of stops for each driver, with a sheet they can use in the van.
• Your boxes and bags — setting your own sizes
  Packing Day works out how many boxes an order needs. It can only be right if it knows the boxes you actually buy, so you type them in yourself.
• Labels for boxes, and stickers for the cold bags
  A sticker for every box and every bag, with the name and the stop on it, so a second person can pack without asking you anything.
• Milk Totals — one sheet for the milk run
  How many gallons and half gallons go to each stop, on one printable page, so whoever loads the truck is not counting off order slips.

Selling

• Shoppers now pick pickup or delivery before they see prices
  Until a visitor chooses where they get their food, prices are hidden behind a zip-code box that shows only the options near them.
• People can shop straight from the category page
  Quantity steppers, size pills, and a per-pound line let customers add to the cart without opening each item.
• The new slide-out cart
  The old slim strip is gone; adding an item now opens a full cart drawer with quantities, a subtotal, and your order-minimum progress.
• Special pricing for a member
  Give one member a standing discount - a percent or a dollar amount, every order or once a week / month / year.

Subscriptions

• Subscribe & Save, and the settings you control
  Each item can repeat on its own rhythm; you set which rhythms you offer and the discount, if any.
• What your customers see in "My Subscriptions"
  A page showing their next four deliveries, each one skippable and editable until its deadline.
• Out-of-stock items are flagged on the order email
  When a subscription order is created and something is out of stock, that line is highlighted so the customer knows.

Team

• Give a helper their own access
  Add a helper by email on the Team page, then tick exactly what they may touch - Orders and Items in fine pieces, everything else by area.
• The Dashboard team notes board
  A place on the Dashboard to post announcements your team sees, take notes from your team, and keep private notes only you can see.

Emails

• Design your member emails
  Write your emails in plain words, click a chip to drop in a field or a ready-made section, and hit Preview to see the finished email.
• Sending the “ready for pickup” email
  Marking an order Completed no longer emails the member on its own - you send the pickup email yourself with Notify Customer, when everything is ready.
• See every email your store has sent
  A running log of every email your store sends, with a View button to open exactly what the member received.

Settings

• Get a Telegram message when someone joins
  Turn on Telegram Alerts to get a message on your phone the moment a Welcome-Friend signs up, so you can check their setup right away.
• Set up your membership form
  Choose how new shoppers check out - sign a membership form, just make an account, or no account at all - and build your own form and fee under Settings → Add-ons → Membership Form.
• Set up Farm Rewards (Subscribe & …)
  Thank subscribers with a reward that grows their order - a save %, points, farm credit, or a free item - always framed as a gift, never a discount.
• Set up your Affiliate Program
  Recruit people who already talk about real food and reward them for sending customers your way. Turn it on under Add-ons → Affiliate Program → See more.
• Keep a pickup spot’s street address private
  Most pickup stops are somebody’s home. You can show a friendly landmark on your website and send the real address only in the order email.

Payments

• Why a customer sees a $0.00 charge (and when the card is really charged)
  At checkout we save the card, we do not charge it - so a harmless $0.00 card-check may appear. The real charge happens on packing day.

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.
• Why a change can take a few minutes to show
  Your store now loads fast for shoppers. Because of that speed-up, an edit you make can take up to about 30 minutes to appear for logged-out visitors.
• Delivery zones and the delivery fee
  Home delivery with its own areas, fees and cut-offs. It is a separate system from pickup locations and it ships switched off.

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.
• Bundles & Boxes: the three ways to sell things together
  A fixed box you pack ahead, a flexible bundle whose saving holds while the set is whole, or a box the member fills themselves.
• Tell members when something is back in stock
  Members ask to be emailed the moment a sold-out item comes back — and the emails are held back when stock moves in bulk, so nobody gets a surprise blast.

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

Basic details

• 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.
• How pickups work now lives under the map
  The 1-2-3 pickup steps (with photos) show under the pickup map on every page that has it.
• Staying signed in
  You and your members now stay signed in for about a month, so nobody has to log in all the time.