Home > Members > Subscriptions > How do I add a new member?

How do I add a new member?

  1. Click on the Member icon from the sidebar menu.
  2. Below the Accounts header, click the +Member button.
  3. A new member page will open up. Fill in all fields. If the member does not have an email address, enter a dummy email address according to this format: [email protected]. 
  4. Save changes. You will be directed to the Subscription tab of the member's new account.
  5. Click the Edit button in the upper right hand corner.
  6. Add the member's pickup location first. To do this, click the Edit button next to Location under the Delivery & Payment Preferences Section. 
  7. Once you have added the location, click +Share in the Subscriptions Section. Select the subscription and schedule you would like the member to have and click Add.
  8. Once the location and subscription is added click Save in the upper right hand corner.
  9. The member may now log into their account using the primary email address associated with their account and password: farmfresh

Notifying a Member of their New Account

All members added through your dashboard are automatically assigned the temporary password: farmfresh. Once you setup a member's account you should email them to instruct them how to sign-in to their account. To email a member, click the Send button in the upper right hand corner of their Member Page.

Here is some example text to introduce a member to their new account:
Hi [First Name] [Last Name],
We have created an online account for you where you can view and manage your subscription with us. 

To login, use the following email address: [Member's Email]
Your temporary password is: farmfresh

To login to your account, click here: 
[Link to Account]  

Your subscription is confirmed for the following share combination:
[Member's Subscriptions]

Pick-up location: [Pickup Site]
Date of first delivery: [Next Delivery Date]

In your account, you can (Choose all that apply): 
  • Review your balance and delivery history
  • Update your contact information
  • Update your payment details
  • Send additional payments
  • Update your subscription 
  • Change your pick-up/delivery location
  • Put your delivery on hold
  • Shop our webstore

We are so happy that you are joining us and we hope you enjoy your first delivery. If you have any questions for us, feel free to respond to this email.

Sincerely,
Email Signature