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The Checklist: How to Set up Your Farmigo System

Let's get started!  Below are the tasks that you need to complete in order to start taking sign-ups with your Farmigo system. We are here to help you along the way! 
A Farmigo Farmigo Support will work with you to get you started and provide you with a personalized checklist that includes your unique links - Please bookmark these links for easy reference.

If at any point you need help with something, email [email protected]. We can always schedule time for a phone call. If you see a blue link below, you can click it for further instruction on that specific section of the checklist. 

BEFORE YOU BEGIN - Make sure you are using an up to date browser!
Farmigo 2.0 was optimized for modern browsers such as Chrome, FireFox and Safari. It is not compatible with Internet Explorer. Please use one of these browsers to access your dashboard:
Google Chrome
Mozilla Firefox
Safari

Part 1 - Preparing for Sign-ups

Step 1
Open your checklist and access your dashboard
Farmigo Support will send you an editable checklist via email. Open this checklist and click on the Dashboard link listed on the first page of this checklist. Use the login ID and temporary password below to log into your dashboard. 

Step 2
Set up Electronic Payment Methods
In addition to accepting and tracking physical payments with your Farmigo system, you can choose to accept electronic payments via your Farmigo system.  Click on your preferred payment methods below to learn about the associated fees and application processes:

Step 3
Create Your Logo
Create your logo as a jpg, jpeg, or png file.  Image should be 442 x 73 pixels. Upload to an image library, and then go to Settings → General Settings → Customized Labels, and copy and paste the image link into the field marked “Banner Logo”
Step 5
Set up Program Policies Link
Write your terms and conditions of membership and post to your website. Insert link by going to Settings > General > General Page. At the bare minimum, this must include your refund and cancellation policy. For suggestions on what else to include, click here.

Part 2 - Confirming the Details of Your System

Step 13

Verify Payment Plans (Farmigo Support can set up payment plans, you can edit them)
Only Farmigo Support can set up new payment plans. You can view and edit your current payment plans under Settings --> Advanced --> Payment --> Payment Plans
Step 14
Set up Member Access Hours + Sign-up Cut off
  • Sign up cut off
    • ​How many days before delivery do you need to know about a new member sign-up?
      • ​Set the cut off for new sign-ups under Settings --> General Settings --> Sign-up Cut off
  • Member Access Hours
    • How many days before delivery do you need to know that an existing member has placed a store order, put themselves on hold, changed their pick-up location, or updated their subscription options?
Step 15
System Review
Before you start taking signups, we recommend reviewing your system with Farmigo Support via email or schedule a meeting. 
Post Links to your Website!
Once you have completed the required tasks above, post the member links to your website. 

Part 3 - Web Store Setup & Preparing for Deliveries

Step 16
Set up Web Store
Farmigo Support will work with you to set up your store hours and payment options. To set up items, go to Logistics > Items.  Go to Settings > General > Store Settings to edit categories and edit additional store settings.
Step 17
Box Builder and Reports
Explore using the Box Builder and identify which Reports will help you to source your items and manage your deliveries.