Your store greets new customers one of three ways, set on the Ministry Covering card (Add-ons):
Application stores use a friendly two-page flow: page one is the application and signature in big readable type; page two is just email, password, and pickup spot. Phone numbers are asked once, at their first order – not at sign-up.
Every signed application lands under Customers → Applications with the signature and a PDF.
Customers → CRM is your farm’s memory. Open any customer and you’ll see their whole story – orders, notes, credit, how long since they last ordered.
Email your customers from the CRM too: filter by pickup location, activity stage, or subscribers, untick anyone, write once – every send is remembered on each person’s timeline.
On the Team page (lower menu), give each helper exactly what they need:
Helpers use their own normal account; their view of the store changes. Remove anyone from the team anytime – their account and history stay. (Pickup helpers at locations are a different, lighter thing – see Pickup Managers.)
Pickup Managers (Pickup Locations → Pickup Managers): deputize any customer for one or more locations. They get simple tools in their own account: one button that emails everyone “your food has arrived,” a reminder for stragglers, and per-order picked-up ticks. You choose how much they see (names only, items, or prices).
Community Hosts go further – a volunteer whose home becomes a pickup spot for their area. On the location, set their email (they get the manager tools automatically), link it to the run that feeds it (Packing Day prints a handoff sheet for the driver), and choose their thank-you: a % of everything picked up there, $ per order, or $ per pickup day – added as store credit by itself. A farm-wide default % lives on the Thank-You Gifts card.
Someone raising their hand to host? Put the proposal form on a page: [uneac_host_proposal].
Every customer has one credit balance, visible under My Account → My Credit. Credit spends itself first whenever an order is charged – if it covers everything, the card is never touched.
Credit arrives many ways: gift cards you create (Items → Gift Cards) that customers redeem with a code; offline payments – a customer tells you “I mailed a check / sent Venmo,” you press Received, credit appears; referral and host thank-yous; or any amount you add by hand.
The Unused Balances report (Analytics) shows what’s outstanding at any moment.
