Setting up the member portal
Give members a "My CSA" page in their Shopify account where they skip weeks, pause, and set box preferences.
The member portal is a My CSA page inside your members’ regular Shopify customer account. Members sign in to your store the usual way, open My CSA, and manage their own membership. That means fewer emails to you.
What members can do
- See their upcoming deliveries and skip or unskip a week, until your change cutoff
- Pause their share for a date range, or cancel (if you allow it). After the cutoff, the locked delivery still goes out and they’re told before confirming.
- Build their box from this week’s items, if you’ve turned on customizable boxes
- Add or change add-ons like eggs or bread
- Set box preferences: items they never want, swaps (“instead of kale, give me spinach”) every week or just for one delivery, and dietary notes
- See their credit balance and choose whether to use it on their next delivery
- Update their payment method
You decide which of these are allowed for each share type under Copia → Share Types → Configure → Member box preferences.
Set it up (about 5 minutes)
- In your Shopify admin, go to Settings → Checkout and click Edit on your checkout and accounts configuration.
- In the editor, open the Apps panel. Click + next to Copia Member Portal, choose Accounts, then click Save. This adds the My CSA page.
- Check that My CSA appears in your customer account menu. If it doesn’t, go to Content → Menus → Customer account main menu and add a My CSA item linked to Apps → Copia Member Portal.
- Open the My CSA page from a customer account and copy its web address (it ends in
/account/pages/…). - In Copia, paste that address into Settings → Member portal URL. Copia puts this link in welcome and billing emails so members can find it.
Tip: The setup checklist inside Copia has direct links for steps 1 and 3, so you don’t have to hunt for them.
Swaps
Members swap from My CSA → Box Preferences → Swaps. They pick an item under Instead of, one under Give me, then Every week or a single delivery (the button shows its date, like Wed, Oct 21 delivery only), and click Add swap.
- Members choose from the Can swap items on your Member item list. Until you add some, the Add a swap section doesn’t appear.
- A swap only happens when the item they asked for is in that week’s harvest plan. Otherwise they get their usual item.
- A one-time swap shows with its delivery date and a Remove link. Once that delivery passes the cutoff it shows Locked, and a new one-time swap goes to the next delivery.
- Swaps print on the pack list, like “Carrots (swapped: Radishes)”, and harvest totals include them.
Never include
Members tap items they never want in their box under My CSA → Box Preferences → Never include, and tap again to undo. The choices are the Can exclude items on your Member item list. Members can’t type their own.
Items a member typed before this list existed still apply, and they can remove them. For anything that isn’t on your list, like an allergy, members can use Dietary notes, which print on the pack list.
What you’ll see in Copia
Everything members change in the portal shows up right away on their member page and in the member activity log. Changes made after a delivery’s cutoff start with the next delivery. The portal shows “Starts with your Tue, Oct 20 box” next to that setting. If no later delivery is scheduled yet, it says “Starts after your Tue, Oct 13 box”. Preferences like “never include beets” and dietary notes are printed on the pack list so whoever packs the box sees them.