Help Center

Getting started with Copia

Install Copia, walk through the setup checklist, and get ready for your first member.

Adding the signup form to your store

Put Copia's step-by-step signup form on your CSA product page so members can join on their own.

Setting up the member portal

Give members a "My CSA" page in their Shopify account where they skip weeks, pause, and set box preferences.

Share types and sizes

Link your CSA product, then choose how members pay, pick up, and customize their box.

Add-ons

Sell extras like eggs, bread or flowers alongside a share, every week or just once.

Seasons and delivery dates

Create a season, pick your delivery dates, set a default box, and invite members back next year.

Pickup locations

Add the farm stand, market or drop site where members collect their boxes.

Adding and importing members

Members can sign up on your store, or you can add them by hand or import a whole list from a spreadsheet.

Managing a member

Everything on the member page, from changing a size to editing a single delivery or cancelling.

Holds, skips and credits

How pausing, skipping a week and credit balances work, for you and your members.

The change cutoff

When members can no longer change a delivery, and what happens to late skips, pauses and cancellations.

Waitlists and trial boxes

Collect interest when you're full, and let new people try a single box before they commit.

Harvest planning

Plan what goes in each delivery's box, and let Copia work out how much to harvest for every size.

Pack lists and labels

Print a packing sheet for every box and labels for every bag, grouped the way you load the van.

Delivery routes

Turn a day's home deliveries into the fastest route, split it between drivers, and send each driver a link.

Pickup check-in

Check members off as they collect their boxes, from a laptop at the stand or right on Shopify POS.

Billing members

Bill every member for a delivery date in one go, see who has paid, and handle anyone who hasn't.

Copia and your Shopify orders

The orders, draft orders, invoices and tags Copia creates in Shopify, and what happens when you change them.

Member emails

The emails Copia sends for you, how to turn them on or off, and how to send from your own domain.

Farm settings

Your farm profile, brand colours, wording, menu, and other settings that apply across Copia.

Copia plans and pricing

What each plan includes, how member overages are counted, and how to change or cancel your plan.

Good to know

Actions that can't be undone, what happens when things change mid-season, and other details worth knowing.