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.
• 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.

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.
• 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.

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.

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.

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