Share types and sizes

A share type is a CSA product you sell, like “Veggie Box” or “Flower Share”. Each share type has sizes (Half, Full, Family…), and these come straight from your Shopify product’s variants. You change names and prices in Shopify, and Copia picks them up.

Tip: Call it something other than “share”? Change the wording everywhere in Settings → Terminology. For example, “Box Types” instead of “Share Types”.

Link your CSA product

Go to Copia → Share Types.
Click Link Shopify product.
Search for your CSA product and select it.
Click Save.

Copia creates the share type with one size per variant.

Each linked product shows its sizes and prices from Shopify.

If you change variants in Shopify later, click Sync on the share type to pull in the changes.

Click Configure to open the share type’s settings. Here’s what each section does.

Billing frequencies

How many deliveries are bundled into one charge. Turn on more than one to let members choose:

Every delivery: billed each time a box goes out
Every 2, 4 or 8 deliveries: fewer, larger charges
Once upfront (full season): one charge for the whole season
Custom: any other number of deliveries per charge

Fulfillment options

Turn on Pickup locations, Home delivery, or both. You can also allow pay in person for pickup or delivery members. They skip online payment and pay you when they get their box.

Home delivery and zones

If you deliver, add delivery zones. Each zone is a list of zip/postal codes with its own delivery fee and optional delivery instructions. You can also set a default delivery fee and a minimum order amount.

Members can find their zone either by typing their zip code (zip/postal code lookup) or by picking from a list (zone picker). To deliver anywhere, turn on Accept all zip codes.

Customizable boxes

Turn this on to let members build their own box each week from the items you’ve planned. You price each item in Harvest Planning. The Reminder setting is for a “build your box” email that’s coming soon. It doesn’t send anything yet.

Change cutoff

Cutoff (days before delivery) and Locks at (farm time) set when each delivery locks. After that, members can’t skip, pause, cancel or change it. A late pause or cancellation starts with their next delivery. See The change cutoff.

Member box preferences

Choose what members can do from the member portal:

Never include: flag items they never want, from your Member item list
Swaps: swap an item every week, or just for one delivery, from the same list
Dietary notes: notes for whoever packs the box
Self-cancellation: cancel their own membership
Skip deliveries: skip individual weeks

Member capacity

Set the most members this share type can have (leave it blank for no limit). You can show a “X spots remaining” badge in the signup form, and choose whether to keep selling once it’s full.

Size settings

Click Edit next to a size to set:

Short tagline and description, shown in the signup form (for example, “Feeds 1–2 people · ~3–5 lbs”)
Harvest multiplier: how much this size gets compared to a full share. 1.0 is full quantities and 0.5 is half. Copia uses it to work out harvest totals.
Enable waitlist: when full, new signups join a waitlist instead of paying
Enable trial box: sell a single one-time box on the next delivery date, or let them pick the date. See Waitlists and trial boxes.
Active: hide a size from the signup form without deleting it

Add-ons

Extras like eggs, bread or flowers are set up separately. See Add-ons.