Congrats, if you are reading this your setup is complete and you are now taking signups!
Below are some key documents and information you’ll want to look at to assist with learning the Harvie platform such as tracking sign ups and other reporting, income, and member account management.
Most of these topics already have help documentation so you will be linked out to other documents.
- How many members do I have?
- What is my revenue number?
- How many shares per delivery location do I have?
- How do I use Quickbooks with Harvie?
- What do the different order statuses mean?
- INCOMPLETE_ORDER - Member started an order but stopped before completing payment. (Please note this is normal online shopping behavior so don't panic!)
- CANCELLED_ORDER - Member did not come back to the incomplete order within 72 hours so it's now marked as cancelled.
A NOTE about “incomplete” and “cancelled” orders!
It is very common to have "abandoned orders" which are what the incomplete and cancelled orders are. In online shopping, up to 78% of all orders are abandoned so do not panic! It's very likely this was always happening for you, you just didn't have a way to see it. A reminder, we do have an abandoned cart email series sent to anyone that triggers an incomplete_order status in an effort to capture those sales.
- How and when does Harvie pay me?
- What do the different payment statuses mean for my members?
- PAID_FULL- Member has paid in full and does not owe anything.
- PAID_ADVANCE - Member has chosen the default Harvie payment plan.
- OFFLINE_PAYMENT - Member has chosen offline payment method and will need to make a payment before any shares are built.
- How do I integrate Quickbooks and Harvie?
- How do I add payments or adjustments to a members account?
- What happens when a member is issued a refund?
- Click here to learn about what you can and cannot do in your admin account
- Click here to learn about how to edit locations
- How do I see what my members see?
- How do I manage early bird sign up promotions using credits?
- How do I apply credits to my members accounts?
- How do I manually create a member?
- How to bulk change a location for a member?
- How can I show my members how to pay off a balance?
- How does a member sign up using the offline payment option?