Farmigo Basics > System Basics > Setup Your Next Season
How do I set up my next season?
If you organize your subscriptions into seasons with a defined start and end date, take the following steps to set up your next season.
1. Set-up New Season
Go to Logistics --> Season Management, Select "Create New Season"
1. Set-up New Season
Go to Logistics --> Season Management, Select "Create New Season"
2. Name your New Season.
In the top right box type the season name as you would like it to appear (i.e. with capitals and spacing). Under "Season Info" add the name of your season with no capitalization and spaces - this is your new season URL. Then set the dates of your new season.
Save your new season and you're ready to set-up schedules, shares, payment plans, and locations. |
3. Copy Elements
You can copy schedules, shares, payment plans, and locations from previous seasons to your new season. Select "Copy Elements" in the right-hand corner. In the drop down select the season you'd like to copy elements from. You can only copy elements from one season, so once you choose the season to copy locations from, all of the elements will copy from that season. From left to right select each element one at a time, then select "ok". Complete for each element you'd like to copy.
You can copy schedules, shares, payment plans, and locations from previous seasons to your new season. Select "Copy Elements" in the right-hand corner. In the drop down select the season you'd like to copy elements from. You can only copy elements from one season, so once you choose the season to copy locations from, all of the elements will copy from that season. From left to right select each element one at a time, then select "ok". Complete for each element you'd like to copy.
- Schedules must be copied before Shares can be copied.
What if I mess up?
Contact Farmigo Support - support@farmigo.com
We'll delete the season so you can start fresh.
Next Steps
- Complete Set up - Once your new season has been generated, complete the steps below to complete the set up of the new season.
- Post the new Join link to your website and start taking signups!
- Activate season when you are ready to start making deliveries.
Steps to Complete New Season Setup
1. Add Dates to Your Delivery Schedules
Go to Logistics --> Schedules. If your schedules were copied from a previous season, select All Schedules under the Schedules sections. Then make sure the correct season is selected in the upper left corner. Then select the schedule from the list, click Edit in the upper right corner, add dates, and save changes. (learn more) |
TROUBLESHOOTING
Why are my locations greyed out? |
2. Review Pick-up Locations & Delivery Options
Go to Logistics --> Routes. Edit, add and/or delete the locations that you would like to be available for the new season. (learn more)
3. Create & Edit Shares
Go to Logistics --> Subscriptions. From the Subscriptions section, add and edit the shares and options that you plan to offer for the season. (learn more)
4. **If you use Location Exceptions**
Go to Logistics --> Routes. Set up Price, Schedule, and Display Exceptions for each location. This information is not copied between seasons. Once you have set up your schedules and locations, open the location that requires an exception and click on the tab for Subscription Exceptions. Once your new season is activated, please remember to review the Item Exceptions for your locations as well. (learn more)
5. **If you use Site Hosts**
Go to Logistics --> Routes. Open up each location that should have a host and assign them to this location for your new season. This information is not copied between seasons.
6. Review your Automatic Email Templates
The content of your Automatic Alerts and Automatic Responses is the same for every season. Review the content of these emails regularly by going to the Settings page and looking at the sections for Automatic Alerts and Automatic Responses.
7. Visit the New Join Link & Review the Sign-up Process
You can view your current and upcoming season links under Settings --> General Settings --> Member Useful Links. Open the new join link and go through each step of the sign-up process to make sure that everything looks good. If something needs to be adjusted, use the help links to learn about editing your schedules, shares, and locations.
8. Confirm your Payment Plans
When reviewing the new join link, go to the Terms step of the signup process. If any adjustments need to be made to the Payment Plans listed in the Terms step of the sign-up process and if you have any questions, please contact support@farmigo.com.
Go to Logistics --> Routes. Edit, add and/or delete the locations that you would like to be available for the new season. (learn more)
3. Create & Edit Shares
Go to Logistics --> Subscriptions. From the Subscriptions section, add and edit the shares and options that you plan to offer for the season. (learn more)
4. **If you use Location Exceptions**
Go to Logistics --> Routes. Set up Price, Schedule, and Display Exceptions for each location. This information is not copied between seasons. Once you have set up your schedules and locations, open the location that requires an exception and click on the tab for Subscription Exceptions. Once your new season is activated, please remember to review the Item Exceptions for your locations as well. (learn more)
5. **If you use Site Hosts**
Go to Logistics --> Routes. Open up each location that should have a host and assign them to this location for your new season. This information is not copied between seasons.
6. Review your Automatic Email Templates
The content of your Automatic Alerts and Automatic Responses is the same for every season. Review the content of these emails regularly by going to the Settings page and looking at the sections for Automatic Alerts and Automatic Responses.
7. Visit the New Join Link & Review the Sign-up Process
You can view your current and upcoming season links under Settings --> General Settings --> Member Useful Links. Open the new join link and go through each step of the sign-up process to make sure that everything looks good. If something needs to be adjusted, use the help links to learn about editing your schedules, shares, and locations.
8. Confirm your Payment Plans
When reviewing the new join link, go to the Terms step of the signup process. If any adjustments need to be made to the Payment Plans listed in the Terms step of the sign-up process and if you have any questions, please contact support@farmigo.com.
Ready to take Sign-ups?
When you have confirmed the details above and are ready to start taking sign-ups for your new season, you should take the following steps:
- Make new season visible. When you are ready to take sign-ups for your new season, make the season visible to members. When a season is set to be visible, members can see and add this season when they log into their account.
To Activate your New Season go to Logistics --> Season Management --> Manage Season. Select the new season in the upper left corner and check the box to make the season visible, then push save. (learn more) - Update the links on your website, especially your join link, to start taking sign-ups! You can find the links for all of your seasons in the dashboard under Settings --> General Settings --> Member Useful Links. The system will accept sign-ups for your active season and new season at the same time, so you can post both links to your site when you are ready or one at a time.
Ready to make Deliveries?
If your previous season has ended and you are ready to make deliveries for your new season, take the following steps:
- When you are ready to take store orders and make deliveries for your next season, you will need to set it as your active season. Activate your new season when there are no more deliveries for the current season and you have already set the season to visible. Set the new season as your active season by selecting the new season in the upper left corner and going to Logistics-->Season Management-->Manage Season. Click edit and check the box to make the season active, then push save. (Learn more)
- Review your Member Access Hours by going to Settings-->General-->Store Settings. Check the settings for each of your delivery days. If you would like to make any changes to your Member Access Hours, contact a Farmigo Technical Advisor by emailing support@farmigo.com. (Learn how Member Access Hours work)
- Have support review your new season! If you'd like Farmigo Support to take a quick look at your new season before you launch sign-ups, just send a message to support@farmigo.com and we'll review the sign-up link.