What this does for you
Every member gets their own page. It answers the questions that usually land in your inbox: When's my box? Where do I pick it up? What do I owe?
- Fewer texts and calls. Members look it up themselves.
- No passwords to reset. Members sign in with a link sent to their email.
- Safe on a shared phone. Anyone can sign out everywhere in one tap.
This manual shows what your members see, so you can help them when they ask.
How members sign in
There's no password, ever. Members get a fresh link by email each time.
- On your farm page, under Already a member?, they type their email and tap Email me a link.
- The page says a link is on its way. It says the same thing for everyone, so it never reveals who is a member.
- They open the email and tap Sign in to your farm. The link works once and expires after 15 minutes.
- They land on their own page.
⚠️ Watch Out! The email address must be the one you have for them. If they use a different address, no link arrives. Check their record under Customers.
What's on a member's page
Your boxes
- Your next box: the day, the pickup time, the site and its address, with a Get directions link that opens a map.
- Every pickup day after that, so they can plan ahead.
Your account
- What they owe you. It says Nothing owing when they're paid up.
- A Pay button when your farm takes cards online. If you don't, it shows your own instructions for paying (set in CSA Settings).
Staying safe
- Sign out, and Sign out everywhere for a lost phone.
What's in my box? Members scan the QR code on their box label. It shows what's in that box, and nothing personal.
💡 Pro Tip: Turn on Members Can Swap An Item in CSA Settings and members can swap one item for something of about the same value, up until you lock the run.
Helping a member who's stuck
"I never got the email."
- Ask them to check their spam or junk folder.
- Make sure they typed the same email you have. Look them up under Customers.
- Ask them to request a new link. Each link only works once and expires after 15 minutes.
"I lost my phone."
- Click Customers and open their record.
- Under Member sign-in, click Sign them out everywhere.
They can sign back in on their new phone with a fresh link.
"My box isn't showing."
Boxes are drawn once a night. If you've just added them, open their share under Shares & sites and click Draw boxes now.
"It says I owe money."
Their balance includes CSA boxes and anything they bought on account at your stand. Check Reports → Receivables to see the same figure, and click Take payment ▸ to record a payment.
Troubleshooting
The sign-in link says it isn't working. It was already used or is more than 15 minutes old. Ask for a new one.
A member sees the wrong pickup time. Pickup times belong to the site. Fix When on the site's row on the share's page.
A member can't swap an item. Swaps are off until you turn them on, and they close when you lock the run.
A member wants to stop for a week. Put that week's box on Hold from Orders. No money moves.