Preseason Guide
- START HERE: Reporting, Payments, Share, Location, and Member ManagementÂ
- How and Why to Use the Support Widget
- How Signup V2 works - for Farmers
- How to manage offline payment plans in Harvie
- How do I see what my members can see in their account?
- I'm sold out, how do I suspend shares and add a sold out message?
Member Management
- How to create a member or order, add payment and understanding payment statuses
- How can my member sign up using offline payment?
- How to apply payment or adjustment to a members account
- How to Create Member Credits
- How to Redeem Member Credits
- How do I put a member’s delivery on hold, reschedule the delivery date, or add to a current delivery?
Managing Deliveries & Logistics
- First Delivery Walk Through
- Farm Happenings
- How to edit the harvest estimate after launching a delivery
- How to adjust the delivery cut off time
- How to Finalize a Delivery
- Using the Logistics Manager
Farm Settings
Reporting
- The Rundown Report
- Income Report
- Unpaid Delivery Report
- Share Delivery Report
- How to Integrate Quickbooks with Harvie
- How do I see my members for a particular season?
General Programming Information
- How to build a pack line for customized shares
- How to get started with offering "add on" shares to your farm share program.
- How to use Pop Up Farm Stand Builder
- New Season Set-up with Harvie
- Auto Renew
- Harvie Farm Stand
Marketing and Communications
- Survey Marketing Toolkit
- Offering Donation Shares
- New Farm Marketing Launch Guide
- New Season Marketing Guide
- What communications do members receive from Harvie?
- How to add a farm happening to the confirmation emails