Getting Started
- Going Live!
- Create your LocalHarvest listing
- Contract and terms of use
- Glossary of Basic Terms
- CSAware Software Navigation
- Overview of the Set-up Process (1-2-3-4-5)
Settings
- SMS Messaging
- How to set up your SPF/DKIM Record
- Main Settings
- SPF Records
- Settings / Edit HTML Blocks
- Updates
Drop Sites & Delivery
- Waiting Lists for Drop Locations
- Home Delivery area(s)
- Drop/delivery sites not displaying?
- Delivery v Pick-up language
- Limiting Drop Site sign ups
- Delivery day Bulk Holds/Reschedules
CSA Shares
- 🌱 Single "Trial Box" Sign up Option
- Auto Renew
- Setting up your CSA shares (Share Wizard)
- Retail value of share box
- Making changes to share start/end dates
- Empty Box Subscription
Products
- Quick Scheduler
- Departments
- Creating Listings for Add-on Products
- SKUs for Add-on Products
- Product Inventory
- Approving a Product Listing for Your Catalog
Wholesale
Marketing & Communications
- 📦 Public “What’s in the Box” View
- ✉️ Uploading Images to Your Broadcast Emails
- 📱 SMS Broadcast Functionality
- How to avoid getting your emails sent as spam
- Promotional or Not Promotional
- How to insert picture into Broadcast Email
Billing & Payments
Customers and Partners
- Managing admin login accounts
- Edit/create a user's account
- M=Member ID and S=Subscription ID
- Why can't I find a member?
- Trouble entering an e-mail address
- Adding new subscribers manually
Customer Billing
- Cash Account
- Billing the balance due for a canceling subscription
- What can I do about failing credit cards?
- Refunds to member credit cards not working
- Custom Box billing/refunds to member cash calculations
- How do I see who owes me money?
Customer Service
- 💬 New Member Dashboard Help Articles
- Member Dashboard
- Cash/Check Payments from members
- Refunds to CSA members
- Veggie Credits
- Delivery fees/credits
Orders
- Confirming Orders
- How do I change an order before confirming it?
- Admin placed orders
- What are patch orders?
- How do I know if a credit card processed?
- Refunds for credit card orders
Harvest
- What's In The Box
- Publishing boxes
- BoxBot
- BoxBot box builder troubleshooting
- Editing in BoxBot message 'too many cooks'
- Packing Order for Harvest and/or Pack lists
Pack the Truck
- Pack the Truck: your delivery day summary view
- Scrolling future deliveries as per Pack The Truck
- Future reschedule of a previously held box
- Box Notes
- Printing sign in sheets
- Parcel Shipping