How to Set Up Pre-orders

Keep reading

More in this category

Built with farmers.
Shipped in weeks.

Fifteen minutes with Ari. Bring the thing you wish your software did, and he'll tell you if it's already built.

how-to-set-up-pre-ordersHow to Set Up Pre-ordersJune 30, 2026How-toTake orders ahead of harvest — build a pre-order sale with its own dates and locations, publish it to your shop, and track exactly how many of each you've sold.Dashboard → Settings → Shop → Pre-order Sales

This short video walks you through the pre-order feature in Farmhand — building a sale with its own delivery dates and locations, adding products in bulk, publishing it to your shop, and tracking what you've sold. You can follow along:

0:00 Create your pre-order products first
0:13 Where pre-order sales live
0:24 Setting up a new sale
0:52 Adding products in bulk
1:16 Reviewing & publishing the sale
1:28 What customers see in your shop
1:52 Pre-order checkout & fulfillment choices
2:46 Tracking how many you've sold

Start with your products

Create the products you want to offer for pre-order on your Products page first, the same way you'd create any other product. The sale itself just points at products that already exist.

Create a pre-order sale

Go to Settings → Shop → Pre-order Sales. From here you can create a new sale or edit an existing one. For a new sale:

Give it a name.
Select the dates you want to deliver the pre-ordered products.
Select the locations or delivery zones where you'll deliver them.
Select the products.
Click Save.

Add products in bulk

You don't have to pick products one at a time. From your Products page:

Filter to the products you want and select them.
In the bottom menu, choose Add to pre-order sale and pick the sale by name.

You'll be redirected automatically to the sale page with those products already added.

Review & publish

Once saved, the sale page shows you everything in one view — your product list, your fulfillment options, and the date range. When it looks right, click Publish.

What customers see

A banner appears at the top of your shop announcing the pre-order. Clicking it takes them straight to the available products.
Pre-order products carry a blue Pre-order badge — both on the banner page and throughout your full shop.
At checkout, the items are marked as pre-order again, and customers choose their fulfillment: any location you set, and any date in your range that matches that location.

NOTE:

Any time someone orders a pre-order product, it creates a separate retail order — it never gets added to their subscription order. That keeps your pre-order sale cleanly distinct from your regular subscription fulfillment.

Track what you've sold

Once a sale has orders, a View Orders button appears on the sale page. It opens in a new tab (so you don't lose your place) with the filters already applied: your fulfillment date range, your pre-order products, and retail orders only. Easy way to see how many of each you've sold.

‍

choose-pickup-site-or-delivery-addressYour shop and signup name the one way you offer ordersOctober 28, 2026Customer experienceIf you only offer pickup or only delivery, your shop and CSA signup now say so instead of asking “Pickup or delivery?”Your shoppers see it in your shop and CSA signup automaticallyGigi GoinMilk Lady MarketsSilver Spring, MDgigi-goin CSA signup on a pickup-only plan showing Choose pickup site

quick-add-best-sellersAdd your best sellers to an order in one clickOctober 26, 2026Orders & fulfillmentYour top sellers now show up the moment you open Add items, so adding a member's usual takes one click.Create Order → Add itemsEva HenesOld Souls FarmBaker City, OReva-henes Add items dialog with the Quick add list of top sellers

Add items dialog with the Quick add list of top sellers

import-herdshare-members-keep-sharesBring your herdshare members over without charging them twiceOctober 26, 2026SubscriptionsWhen we import your herdshare members, the shares they already own come with them, with no second buy-in charge.Contact the Farmhand support team when you're ready to move your herdshare members onto FarmhandMark HallockRaw Milk OregonTillamook, ORmark-hallock Bill of sale for an imported herdshare member with the share purchase and jar set waived

Bill of sale for an imported herdshare member with the share purchase and jar set waived

combined-csa-checkoutOne sign-up, one invoice for every plan a member wantsOctober 23, 2026SubscriptionsNew members can pick their share and every add-on in one sign-up, and pay for it all on a single invoice.Your members see it on your CSA signup pageTim Van WagnerCollaborative CSANevada City, CAtim-van-wagner Checkout with two plans on one invoice, a single pickup fee, and Pay over time checked

Checkout with two plans on one invoice, a single pickup fee, and Pay over time checked

hide-the-dashboard-menuHide the menu to give your pages more roomOctober 22, 2026Customer experienceHide the side menu on any dashboard page so reports and long tables use the full width of your screen.Any dashboard page → the toggle at the end of the menu's logo row Dashboard page with the side menu hidden and the page running full width

Dashboard page with the side menu hidden and the page running full width

customizable-packing-labelsPacking labels that fit how you packOctober 22, 2026Orders & fulfillmentChoose which details print on your packing labels and how big each one is, with a live preview before you print.Settings → Fulfillment → Fulfillment assets → Packing labelsJason WadeLive Earth FarmWatsonville, CAjason-wade Packing labels settings at 4x6 with member phone, new member badge and pickup instructions on, beside a live preview label

Packing labels settings at 4x6 with member phone, new member badge and pickup instructions on, beside a live preview label

view-delivery-zone-mapSee each delivery zone on a mapOctober 22, 2026Routes & deliveryOpen any delivery option to see its zone on a map, and search an address to check whether it's inside.Settings → Fulfillment → Delivery options → choose a delivery optionCarolyn GivensSomething Good OrganicsGoleta, CAfarmer-carolyn Delivery option page with the delivery zone drawn on a read-only map

Delivery option page with the delivery zone drawn on a read-only map

member-order-schedule-and-calendarYour members' orders, now as a schedule and a calendarOctober 20, 2026Customer experienceMembers now open their Orders tab to a clear schedule of what's coming next, with a calendar view and skips right from it.Your members access it from their Orders tab Member Orders tab Schedule view with the next order card under a headline

Member Orders tab Schedule view with the next order card under a headline

brand-color-in-campaign-emailsYour brand color, now in your campaign emailsOctober 20, 2026Sales & marketingYour campaign emails now wear your brand color the same way your signup pages do, easy to read whatever color you pick.Settings → Branding → Brand colorEllie RomeynProvidence Organic FarmCentral Lake, MIellie-romeyn Campaign email in a light brand color with readable buttons, headings and links

Ellie Romeyn and family at Providence Organic Farm

close-interval-to-new-signupsClose a delivery frequency to new signups, without moving current membersOctober 19, 2026SubscriptionsStop offering a delivery frequency to new members on a plan, while members already on it keep it exactly as is.Contact the Farmhand support team to close a delivery frequency on your planJoclyn CacaccioLiving Hope FarmHarleysville, PAjoclyn-cacaccio Plan Intervals tab with an Allow On Signup column; 2 weeks is closed to new signups

place-pre-order-for-memberPlace a pre-order for a member from Create OrderOctober 19, 2026Orders & fulfillmentPlace a pre-order for a member from Create Order, using the sale's own dates and pickup spots, and see it on your pre-order report.Dashboard → Orders → Create orderMaranda MillerMilkmaid's MarketHamilton, MImaranda-miller Create Order with a pre-order sale's own fulfillment section under the regular items

Create Order with a pre-order sale's own fulfillment section under the regular items

herdshare-share-changes-at-renewalHerdshare share changes at renewal are billed and recordedOctober 19, 2026SubscriptionsWhen a member adds herdshare shares for their next renewal, the renewal invoice charges for them and a bill of sale follows.Dashboard → Contacts → select a member → SubscriptionsMark HallockRaw Milk OregonTillamook, ORmark-hallock Edit plan dialog showing the herd share and jar fees added to the renewal invoice

Edit plan dialog showing the herd share and jar fees added to the renewal invoice

service-fee-per-payment-methodCharge a different service fee for each payment methodOctober 16, 2026Customer experienceSet a separate service fee for card, bank and cash/check, so members pay only what their payment method costs to process.Contact the Farmhand support team to turn this on for your farmShad StaglStagl OrganicsMonroe, UTshad-stagl CSA signup with Bank Account selected and a 1% fee in the invoice summary

upcoming-and-ended-eventsYour Events page now opens on what's coming upOctober 15, 2026Sales & marketingYour Events page now opens on what's coming up, with past events moved to their own Ended view, one click away.Dashboard → EventsCurtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap Events page on the Upcoming view, with today's events at the top

Events page on the Upcoming view, with today's events at the top

herdshare-bill-of-saleHerdshare members get a bill of sale at signupOctober 13, 2026SubscriptionsNew herdshare members now get a bill of sale by email and in their account, listing the shares they bought.Dashboard → Contacts → select a member → SubscriptionsMark HallockRaw Milk OregonTillamook, ORmark-hallock Bill of Sale email listing herd share purchase and jar set fees for four half-gallon shares, with the agreement version accepted

Bill of Sale email listing herd share purchase and jar set fees for four half-gallon shares, with the agreement version accepted

brand-color-on-csa-signupYour brand color on your CSA signup pagesOctober 12, 2026Sales & marketingYour CSA signup pages now use your farm's brand color instead of Farmhand green, so new members see your farm.Settings → Branding → Brand colorEllie RomeynProvidence Organic FarmCentral Lake, MIellie-romeyn CSA signup Personalize step in the farm's teal brand color, with a teal Continue button

hide-packing-label-header-fieldsHide the header fields you don't use on the 4x6 labelsOctober 9, 2026Orders & fulfillmentHide the 4x6 label header fields you don't use and fit up to 21 items on one label, with a smaller logo.Contact the Farmhand support team to choose what prints on your labelsJason WadeLive Earth FarmWatsonville, CAjason-wade A 4x6 packing label with the header hidden and 21 items fitting on one label beside a small farm logo

one-page-checkoutShoppers check out on one page, with no separate sign-up stepOctober 9, 2026Customer experienceShoppers now enter their details, pickup or delivery, and payment on one page, with no separate sign-up step.Your farm's shop → CheckoutKatie McDowellArmagh CreameryDublin, TXfarmer-katie One-page checkout with where and when, details and payment on a single page

One-page checkout with where and when, details and payment on a single page

installments-when-creating-subscriptionsPut members on monthly installments when you sign them upOctober 6, 2026SubscriptionsSigning a member up yourself? Split their subscription into equal monthly payments, just like they can at checkout.Dashboard → Contacts → select a member → Create subscriptionTim Van WagnerCollaborative CSANevada City, CAtim-van-wagner Create subscription with Pay in 3 equal monthly installments ticked and the payment schedule in the summary

Create subscription with Pay in 3 equal monthly installments ticked and the payment schedule in the summary

herdshare-buy-in-and-jar-feesHerdshare buy-in and jar fees that scale with share sizeOctober 6, 2026SubscriptionsCharge a herdshare buy-in and jar deposit per share, so a member taking four shares pays four times the rate.Contact the Farmhand support team to set up herdshare fees for your farmMark HallockRaw Milk OregonTillamook, ORmark-hallock Herdshare checkout invoice summary with Herd share purchase and Jar set as their own lines for four shares

Herdshare checkout invoice summary with Herd share purchase and Jar set as their own lines for four shares

select-all-in-order-filtersSelect all in the Categories, Products and Tags filtersOctober 5, 2026Orders & fulfillmentTick every category, product or tag in one click, then untick the few you don't need before you print.Dashboard → Fulfillment → Orders → Categories, Products or Tags filterMichael ClarkJR Organics FarmEscondido CAmichael-clark The Categories filter on the Orders page with Select all used, all five categories ticked and a 5 selected count

The Categories filter on the Orders page with Select all used, all five categories ticked and a 5 selected count

versioned-terms-and-member-acceptanceSee exactly which version of your terms each member agreed toOctober 4, 2026SubscriptionsEvery new subscription now records which version of your terms the member agreed to, and when — even after you change them.Dashboard → Contacts → select a member → Subscriptions. To update your terms, contact the Farmhand support team.Mark HallockRaw Milk OregonTillamook, ORmark-hallock A member's subscription in the farmer dashboard with a Terms row showing the version they accepted, the date, and who recorded it

A member's subscription in the farmer dashboard with a Terms row showing the version they accepted, the date, and who recorded it

place-member-holds-yourselfPause a member's deliveries yourself, and see their past pausesOctober 4, 2026SubscriptionsWhen a member calls to pause for a few weeks, you can set the hold yourself — and see every pause they've had.Dashboard → Contacts → select a customer → Account holdsBernadette Girvin4 Girvins FarmTavares, FLbernadette-girvin A customer's Account holds tab in the farmer dashboard, showing the hold history alongside the holds the farm can manage itself

A customer's Account holds tab in the farmer dashboard, showing the hold history alongside the holds the farm can manage itself

create-order-subscription-channelEnter an order in the Create Order tool and let the subscription renew itselfSeptember 30, 2026Orders & fulfillmentEnter an order for a member on a Customizable plan and their subscription tops itself back up when it runs past their credit.Dashboard → Orders → Create orderEva HenesOld Souls FarmBaker City, OReva-henes Cost breakdown under the items: plan credit applied, the renewal, amount due and credit remaining

Cost breakdown under the items: plan credit applied, the renewal, amount due and credit remaining

shop-pickup-and-delivery-optionsShoppers can see where to pick up before signing upSeptember 27, 2026Customer experienceYour shop page now shows every pickup site and delivery option up front, so shoppers can pick one and start ordering right away.Your farm's shop page — on automatically, nothing to set upKatie McDowellArmagh CreameryDublin, TXfarmer-katie Pickup and delivery chooser listing each site with its address, distance, day, time window and fee

Pickup and delivery chooser listing each site with its address, distance, day, time window and fee

member-referralsLet your members bring you new membersSeptember 17, 2026Sales & marketingSwitch on referrals: your members share a link, their friend gets a credit at signup, and the member earns one when that friend pays.Settings → Marketing → ReferralsCliff PilsonCV Pilson FarmCameron, NCcliff-pilson Refer and earn page in the member portal showing a farm's referral link with Copy link and Share buttons

Refer and earn page in the member portal showing a farm's referral link with Copy link and Share buttons

recurring-eventsRun one event across many datesSeptember 17, 2026Sales & marketingSet up a Pizza Night or U-Pick once, offer it on as many dates as you like, and let customers pick the date that suits them.Dashboard → Events → Create event → RecurringMegan NeubauerPure Land FarmMcKinney, TXmegan-neubauer Farm shop events feed showing one card for a 15-date series next to a single-date event

Farm shop events feed showing one card for a 15-date series next to a single-date event

monthly-csa-fulfillmentRun a true once-a-month CSASeptember 14, 2026SubscriptionsYour CSA can now run once a calendar month — twelve boxes a year on the same week each month, instead of thirteen on a drifting cycle.Contact the Farmhand support team to set up monthly fulfillment for your farmRyan AbelsonPajaro PasturesCorralitos, CAryan-abelson Sign-up confirmation reading: You will receive 1 box on the 1st Tuesday of each month

flag-first-time-members-on-sign-out-sheetSpot first-time members on your sign-out sheetSeptember 1, 2026Customer experienceYour sign-out sheet now flags members picking up for the very first time, with a first-timer count for each location.Contact the Farmhand support team to turn this on for your farmKatie McDowellArmagh CreameryDublin, TXfarmer-katie Sign-out sheet showing a NEW label beside a first-time member

Sign-out sheet showing a NEW label beside a first-time member

what-a-hold-wont-stopCreating a hold tells members about orders it can't stopAugust 25, 2026Customer experienceThe hold dialog now says plainly that orders past cutoff and paid shop orders still come — before a member is surprised by one.Member account → Holds → Create hold Hold dialog with the plain-language note about what a hold cannot stop

Hold dialog with the plain-language note about what a hold cannot stop

campaign-email-blocksDrop a product, event, or plan straight into a campaign emailAugust 25, 2026Sales & marketingInsert a shop item, farm event, or CSA plan as a branded card with a working button — no describing it and pasting a link.Dashboard → Campaigns → Compose message → + menuKorrie HooperFarm For Our LivesAlsea, ORkorrie-hooper Campaign email editor inserting a shop item block as a branded card

Campaign email editor inserting a shop item block as a branded card

send-waitlist-invitesSend waitlist invites yourself, from the Plans reportAugust 25, 2026SubscriptionsInvite waitlisted members to an open spot straight from the Plans report — one at a time or in bulk, without a support request.Dashboard → Reports → Plans → WaitlistMorgan EscolmeWissel FarmsNampa, IDmorgan-escolme Waitlist tab of the Plans report with Send invite actions and invite-sent timestamps

Waitlist tab of the Plans report with Send invite actions and invite-sent timestamps

flash-salesFlash Sales: sell surplus by text and let the replies fill the ordersAugust 25, 2026Sales & marketingText members who have a delivery coming up, they send a simple quantity reply, and it becomes an order — without you typing a thing.Dashboard → Campaigns → Create Campaign → Flash SaleItzel RiverdogRiverdog FarmGuinda, CAitzel-riverdog Flash Sale wizard step for choosing the product, deadline, and delivery window

Flash Sale wizard step for choosing the product, deadline, and delivery window

change-fulfillment-for-one-orderMembers can change pickup or delivery for a single orderAugust 24, 2026Customer experienceMembers can move one upcoming order to a different pickup site or delivery option — without changing their subscription default.Member portal → Orders → open a pending order → Change fulfillment optionPatricia HaggertyDilish FarmVancouver, WApatricia-haggerty Order Details page with the Change fulfillment option action below Skip this order

Order Details page with the Change fulfillment option action below Skip this order

double-up-a-pending-orderDouble-up a Pending OrderAugust 19, 2026Orders & fulfillmentTurn a pending order into a double-up right from Order Details — credits and billing handled automatically.Dashboard → Orders → Order Details → Make this a double-upNancy LeeStillman's FarmBraintree, MAnancy-lee Order Details page with the Make this a double-up action and its confirmation dialog

Order Details page with the Make this a double-up action and its confirmation dialog

set-your-own-farmer-passwordSet your own password for the farmer dashboardAugust 18, 2026Customer experienceSet a password from the new Account settings page and sign in with your email instead of waiting on a one-time code.Farmer dashboard → Account settingsDurga DeviSpiritual FoodBethesda, MDdurga-devi Account page in the farmer dashboard with fields to set and confirm a new password

Account page in the farmer dashboard with fields to set and confirm a new password

sign-out-sheet-packing-settingsMatch your sign-out sheet to how you actually packAugust 17, 2026Orders & fulfillmentThree new settings let your sign-out sheet and harvest report count and itemize customizable boxes the way your farm packs them.Dashboard → Fulfillment → Sign-out Sheet (settings configured by the Farmhand team)Sonya PerrottiCoyote Family farmPenngrove, CAsonya-perrotti Farm settings showing the three sign-out sheet and harvest report toggles

Farm settings showing the three sign-out sheet and harvest report toggles

add-on-only-badge-in-cartMembers can see which cart items don't count toward their minimumAugust 17, 2026Customer experienceAn "Add-on Only" badge now shows in the cart, so customizable-plan members can see which items don't count toward their minimum.Member shop → CartBen WoodsMama Earth FarmEl Dorado County, CAben-woods Shopping cart line item showing the Add-on Only badge with its explanation

Shopping cart line item showing the Add-on Only badge with its explanation

restrict-products-from-delivery-optionsKeep a product off your delivery routesAugust 16, 2026Orders & fulfillmentRestrict a product from home delivery without pulling it from your shop — pickup customers can still buy it.Dashboard → Products → open a product → Edit → Restricted LocationsMaranda MillerMilkmaid's MarketHamilton, MImaranda-miller Restricted locations section of the product editor with delivery options listed alongside pickup sites

Restricted locations section of the product editor with delivery options listed alongside pickup sites

inline-subscription-actions-for-membersMembers can change their plan, frequency, and pickup in one clickAugust 15, 2026Customer experienceMembers can now change their box plan, delivery frequency, or pickup site right from the row it belongs to — no menu-hunting.Member account → Subscriptions → expand a subscriptionKatie McDowellArmagh CreameryDublin, TXfarmer-katie Member subscription details with inline Edit links on the Plan, Interval, and Pickup rows

Member subscription details with inline Edit links on the Plan, Interval, and Pickup rows

add-draft-products-to-ordersAdd draft products to a member's orderAugust 11, 2026Orders & fulfillmentAdd draft products and variants to a member's order — clearly labeled, and without ever publishing them to your shop.Dashboard → Fulfillment → Orders (or Contacts → Orders) → open an order → Add product Add product search inside a member's order showing a Draft tag next to a draft product

Add product search inside a member's order showing a Draft tag next to a draft product

how-to-accept-snap-ebt-onlineHow to Accept SNAP EBT OnlineAugust 6, 2026How-toSNAP EBT Online is live on Farmhand — all six authorization steps with Forage and the FNA, and how long each one actually takes.Off-platform setup with Forage & the FNA — then Farmhand turns SNAP on in your shop.Stefan HessFriendly Neighbor GardensLinville, VAstefan-hess

manage-your-own-brandingUpdate your farm's branding yourselfAugust 5, 2026Sales & marketingChange your brand color, logo, avatar, cover, and social preview image without filing a support request.Settings → Organization → Branding Branding settings page with brand color, logo, avatar, cover, and social preview editors

internal-customer-notesKeep private notes on a memberAugust 5, 2026Orders & fulfillmentAdd staff-only notes to any member — and see them right on the Orders report where you pack.Dashboard → Contacts → open a contact → NotesLaci TaggeTagge's Famous Fruit and Veggie FarmsPerry, UTlaci-tagge Notes tab on a member's Contact page with staff-only internal notes

Notes tab on a member's Contact page with staff-only internal notes

Laci Tagge of Tagge's Famous Fruit and Veggie Farms

accept-snap-ebtAccept SNAP/EBT for your CSA and your shopAugust 4, 2026Sales & marketingFarmhand takes EBT/SNAP end to end — one plan, per-item eligibility, split payment at checkout, and compliant refunds.Contact the Farmhand support team to turn on EBT/SNAPStefan HessFriendly Neighbor GardensLinville, VAstefan-hess EBT SNAP shown as a payment method at CSA sign-up checkout

csa-share-installment-countSplit a CSA share into any number of monthly paymentsAugust 3, 2026SubscriptionsCSA shares can now be paid in any number of monthly installments from 2 to 12 — and signup quotes and charges the right amount.Contact the Farmhand support team to configure installmentsJessica JagerYour Friends FarmSpokane, WAjessica-jager CSA signup checkout showing total due today and the full schedule of monthly installment due dates

send-delay-notification-from-routesTell members a delivery is running late in one clickAugust 2, 2026Routes & deliveryLet a whole route — or just the stops you pick — know their delivery is running behind, in one click from Routes.Dashboard → RoutesMeghan BuckleyStargazer Hollow FarmFitchburg, MAmeghan-buckley Send delay notification dialog with optional delay length and reason fields

Send delay notification dialog with optional delay length and reason fields

manage-customer-payment-methodsAdd, change, or remove a customer's payment methodAugust 2, 2026Customer experienceAdd a card or cash/check for a customer, set their default, or remove a method — right from their Payment page.Dashboard → Contacts → open a contact → PaymentBernadette Girvin4 Girvins FarmTavares, FLbernadette-girvin Add payment method dialog on a customer's Payment page with Card and Cash/Check options

Add payment method dialog on a customer's Payment page with Card and Cash/Check options

create-subscription-any-payment-methodBill a new subscription right away, whatever the payment methodAugust 2, 2026SubscriptionsStart a subscription with immediate billing on any method your farm accepts — card, bank, or cash and check.Dashboard → Contacts → open a contact → Create SubscriptionNancy LeeStillman's FarmBraintree, MAnancy-lee Create Subscription payment-method dropdown listing card, bank, and cash or check

Create Subscription payment-method dropdown listing card, bank, and cash or check

double-up-on-a-future-delivery-dateMembers can double up on any future deliveryJuly 28, 2026Orders & fulfillmentWhen members skip and double up, they can now pick which future delivery gets the extra box — not just the next one.Member account → Deliveries → Skip → Double upNancy LeeStillman's FarmBraintree, MAnancy-lee Member choosing a future delivery date to receive their doubled-up box

Member choosing a future delivery date to receive their doubled-up box

late-skips-after-the-cutoffHandle skip requests that come in after the cutoffJuly 28, 2026Orders & fulfillmentLate skip requests no longer dead-end — the easy ones get handled automatically, and the judgment calls come straight to you.Conversations, or Orders → Skip this orderKatie McDowellArmagh CreameryDublin, TXfarmer-katie Farmer-facing skip and credit buttons inside a support conversation

Farmer-facing skip and credit buttons inside a support conversation

orders-by-delivery-routeOrganize Orders by delivery routeJuly 23, 2026Orders & fulfillmentA new Stop # column and Zone and Stop sort put the Orders report — and your labels and slips — in true delivery order.Dashboard → Fulfillment → Orders (click the Stop # header)Craig WrightWright Brothers FarmFerndale, WAcraig-wright Orders report with a Stop # column and the Zone and Stop sort applied

Orders report with a Stop # column and the Zone and Stop sort applied

exclude-event-ticket-holders-from-audienceLeave event ticket-holders out of an audienceJuly 22, 2026Sales & marketingA new 'Is none of' event filter lets you message your whole list except the people who already hold a ticket.Dashboard → Campaigns (or Contacts) → audience builder → Event filterCurtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap Campaign audience builder with the Event 'Is none of' exclusion filter

Campaign audience builder with the Event 'Is none of' exclusion filter

create-order-any-datePlace an order on any date in Create OrderJuly 22, 2026Orders & fulfillmentSchedule a retail or wholesale order for any date in Create Order — even a day that's off the option's normal pickup or delivery schedule.Dashboard → Fulfillment (or Contacts) → Create OrderMadyson VersteegCasa Cano FarmsValleyford, WAmadyson-versteeg Create Order tool with an off-schedule date selected and the warning acknowledgement

Create Order tool with an off-schedule date selected and the warning acknowledgement

start-new-conversation-with-a-contactStart a new conversation with a contactJuly 21, 2026Customer experienceReach out first — start a brand-new email or text conversation with any contact, right from their Conversations tab.Dashboard → Contacts → open a contact → Conversations → NewAndy WilliamsonGrow Eco FarmRamona, CAandy-williamson New conversation modal on a contact's Conversations tab

New conversation modal on a contact's Conversations tab

edit-pickup-delivery-instructionsSee and edit your pickup and delivery details from the dashboardJuly 20, 2026Routes & deliverySee the details behind every pickup and delivery option — and edit the instructions members see yourself, no support ticket.Dashboard → Settings → Pickup options (or Delivery options) → select an optionTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Pickup option detail page on the farmer dashboard with an editable instructions field

Pickup option detail page on the farmer dashboard with an editable instructions field

publish-box-contents-earlyShow members their box contents before the newsletter goes outJuly 15, 2026Customer experiencePublish a Farmer's Choice box to show members what's coming before your newsletter — and cut down on 'what's in my box?' emails.Fulfillment → Box Builder → select your box → PublishTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Box Builder Publish button and confirmation for a Farmer's Choice box

Box Builder Publish button and confirmation for a Farmer's Choice box

event-ticket-sale-and-cancellation-cutoffsSet when event ticket sales close — and your cancellation policyJuly 15, 2026Sales & marketingClose event ticket sales ahead of time and set a cancellation deadline — so you get the lead time to plan headcount, food, and prep.Settings → Events (farm defaults); Advanced settings on any event Farm event settings showing ticket-sale cutoff and cancellation policy options

Farm event settings showing ticket-sale cutoff and cancellation policy options

welcome-text-real-first-order-dateCSA welcome texts now show the member's real first order dateJuly 14, 2026Customer experienceNew members' welcome text now shows their real first order date, not the season start — so no one expects a box that isn't coming yet.Dashboard → Settings → NotificationsLaci TaggeTagge's Famous Fruit and Veggie FarmsPerry, UTlaci-tagge CSA welcome text message showing the member's real first order date

CSA welcome text message showing the member's real first order date

filter-by-driver-and-set-sort-orderFilter fulfillment reports by driver, and set your own sort orderJuly 14, 2026Orders & fulfillmentFilter your fulfillment paperwork by driver and choose the order it prints in — so each route comes out ready to pack.Dashboard → Fulfillment → Harvest Report or Orders (contact the Farmhand team to change your sort settings)Curtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap Fulfillment Orders report with a Driver column and Driver filter

Fulfillment Orders report with a Driver column and Driver filter

order-update-emails-now-list-every-itemOrder update emails now list every itemJuly 14, 2026Customer experienceWhen a member changes their order, their confirmation email now lists every item on it — so they can confirm their box is right without logging in.Sent automatically to members when their order is updatedTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Order Updated email showing the full list of items on a member's order

Order Updated email showing the full list of items on a member's order

preview-routes-before-seasonPreview your delivery routes before the season startsJuly 8, 2026Routes & deliveryThe Routes view now jumps ahead to your first delivery week — so you can preview routes and set up drivers before the season starts.Dashboard → RoutesMorgan EscolmeWissel FarmsNampa, IDmorgan-escolme Routes view showing next week's delivery routes in the unconfirmed preview state before the season starts

Routes view showing next week's delivery routes in the unconfirmed preview state before the season starts

create-subscription-setup-fee-toggleCharge or waive setup fees when creating subscriptionsJuly 6, 2026SubscriptionsThe Create Subscription tool now has a charge/waive toggle for plan setup fees — and deferred subscriptions collect them on the first invoice.Contact → Create Subscription → after Payment infoMaranda MillerMilkmaid's MarketHamilton, MImaranda-miller Create Subscription form showing the new charge/waive setup fee checkbox after Payment info

create-order-cash-check-achCreate orders for your cash, check, and ACH customersJuly 6, 2026Orders & fulfillmentThe Create Order tool now follows each customer's default payment method — card, bank transfer, or cash/check — instead of always charging a card.Contact → Create OrderLacy ZuckZuck CattleWestgate, IAlacy-zuck Create Order tool showing the Generate invoice option with a tooltip displaying the customer's available account credit

Create Order tool showing the Generate invoice option with a tooltip displaying the customer's available account credit

how-to-manage-contacts-and-listsHow to Manage Contacts & ListsJuly 2, 2026How-toSee everyone connected to your farm in one place — built-in segments, new contacts, custom lists, CSV exports, and lists you can message in campaigns.Dashboard → Contacts

how-to-set-a-member-holdHow to Set a Member HoldJuly 1, 2026How-toPause a member's subscription while they're away — set the dates, choose which shares it covers, and lift the hold early if plans change.Dashboard → Subscriptions → Edit

how-to-create-a-contact-and-subscriptionHow to Create a Contact & SubscriptionJuly 1, 2026How-toSign up a new member end to end — create the contact, build their subscription, apply coupons or credits, and check the first invoice before it bills.Dashboard → Contacts → Subscriptions

friendlier-upcoming-order-reminderA friendlier upcoming-order reminderJune 30, 2026Customer experienceUpcoming order reminders now reassure members who've already customized their box — no more "did my changes save?" emails the day before cutoff.Dashboard → Settings → NotificationsTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Friendlier upcoming order reminder email with reassuring wording and Customize your box link

Friendlier upcoming order reminder email with reassuring wording and Customize your box link

double-up-instead-of-skipDouble up on a later delivery instead of skippingJune 30, 2026SubscriptionsMembers can now double up instead of skipping — miss one week, get two boxes on a later delivery. Contact the Farmhand team to turn it on.Order details → Skip this orderLaci TaggeTagge's Famous Fruit and Veggie FarmsPerry, UTlaci-tagge Skip dialog offering Double up or Skip only on an upcoming order

Skip dialog offering Double up or Skip only on an upcoming order

moved-add-ons-settle-immediatelyMoved add-ons now settle up right awayJune 30, 2026Orders & fulfillmentMoving an add-on to a confirmed order now settles the charge and credit instantly — nothing lingers on the customer's account until the next billing cycle.Order details → Move to Next OrderMichael ClarkJR Organics FarmEscondido CAmichael-clark Move to Next Order dialog showing the credit applied so the customer's net cost is $0

Move to Next Order dialog showing the credit applied so the customer's net cost is $0

box-builder-dates-and-publishClearer dates and a safer publish in the Box BuilderJune 30, 2026Orders & fulfillmentThe Box Builder now labels fulfillment dates clearly and double-checks before you publish, so nothing goes live by accident.Dashboard → Fulfillment → Box BuilderAaron StubbsFibonacci FarmBend, ORaaron-stubbs Box Builder list showing the new Fulfillment Dates column with info tooltips

Box Builder list showing the new Fulfillment Dates column with info tooltips

retail-cash-check-ach-paymentsTake Cash, Check, and ACH payments in your retail shopJune 30, 2026Orders & fulfillmentYour retail shop can now accept Cash/Check and bank transfer (ACH) payments — not just cards — so customers can pay however they prefer.Contact the Farmhand team to enable payment methods for your retail shopLacy ZuckZuck CattleWestgate, IAlacy-zuck Retail checkout selector with Card, Bank Account (ACH), and Cash/Check options

Retail checkout selector with Card, Bank Account (ACH), and Cash/Check options

how-to-manage-delivery-routes-driversHow to Manage Delivery Routes & DriversJune 30, 2026How-toGive drivers a simple route view — move stops between vans, reoptimize, and track every delivery in real time.Dashboard → Routes

buydown-credit-on-event-ticketsChoose whether buydown credit can pay for event ticketsJune 29, 2026Sales & marketingA new per-ticket-tier toggle lets you decide whether customers can put buydown credit toward an event ticket, or pay full price another way.Events → add/edit event → ticket tier → Allow buydown credit at checkoutCurtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap

Allow buydown credit at checkout toggle on an event ticket tier

target-event-attendees-in-campaignsSend campaigns to your event attendeesJune 25, 2026Sales & marketingTarget the people registered for your events in the campaign builder — reach exactly who's attending by email or SMS.Campaigns → Create → Build audience, or Contacts → Custom segments → CreateCurtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap Campaign segment builder with Event audience type and registration status filter

Campaign segment builder with Event audience type and registration status filter

order-updated-confirmationCustomers get an email and text when their order changes are savedJune 25, 2026Customer experienceWhen a customer's order changes before cutoff, they now get an email and text confirming it saved — no matter who made the change.Dashboard → Settings → Notifications → Orders (Farm → Notifications for admins)Tom BrozLive Earth FarmWatsonville, CAlive-earth-farm Order updates saved confirmation email showing fulfillment and cutoff dates

Order updates saved confirmation email showing fulfillment and cutoff dates

customer-tickets-tabSee a customer's full ticket history on their profileJune 24, 2026Sales & marketingA new Tickets tab on the Customer details page shows every event a customer's registered for — and lets you check them in or cancel right there.Dashboard → Contacts → open a customer → Tickets tabCurtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap Tickets tab on a Customer details page listing event registrations with row actions

Tickets tab on a Customer details page listing event registrations with row actions

daily-tickets-sold-digestA daily tickets-sold digest for your eventsJune 24, 2026Sales & marketingGet one daily roundup of your event ticket sales — totals and a per-event breakdown — instead of a separate alert for every purchase.Sent automatically by email and SMS at 6 PM local time — no setup neededCurtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap Daily tickets-sold digest email with total sales and per-event breakdown

Daily tickets-sold digest email with total sales and per-event breakdown

add-your-own-message-to-notificationsAdd your own message to subscription and order notificationsJune 23, 2026Customer experienceAdd a custom note to any subscription or order notification — a different message (or none) for each, on both the email and the text.Dashboard → Settings → Notifications → Select a notification → Appended messageHailee NolteHarvest HubHumboldt, CAhailee-nolte Appended message field in the notification copy customization settings

Appended message field in the notification copy customization settings

how-to-use-the-box-builderHow to Use the Box BuilderJune 23, 2026How-toShow members what's being harvested and set up the products in their next box — target value tracking, variant swaps, reusing box lists, and cross-posting to your newsletter. Dashboard → Fulfillment → Box Builder

protect-csa-products-from-deletionProtect CSA products from accidental deletionJune 21, 2026Orders & fulfillmentProducts and variants tied to an active CSA plan can't be deleted by mistake — delete is locked for farmers, with an admin override.Products Disabled delete action on a CSA-linked product with an explanatory tooltip

Disabled delete action on a CSA-linked product with an explanatory tooltip

deliver-outside-your-delivery-zonesDeliver to members outside your normal zonesJune 21, 2026Routes & deliverySet up a subscription or one-time order for a member outside your delivery zones — pick any zone, get a heads-up, and save anyway.Contact → Create Subscription and Create Order tools Create Subscription tool showing all delivery zones with an out-of-zone warning

Create Subscription tool showing all delivery zones with an out-of-zone warning

apply-coupon-to-a-subscriptionApply or change a coupon on any subscriptionJune 21, 2026SubscriptionsAdd, change, or remove a coupon on any subscription right from the dashboard — no back-end workaround needed.Contact → Subscriptions tab → Coupon row → Edit (also in the Create Subscription tool) Coupon row on the subscription Subscriptions tab with an Edit action

Coupon row on the subscription Subscriptions tab with an Edit action

more-items-per-4x3-packing-labelFit up to 8 items on a single 4×3 packing labelJune 18, 2026Orders & fulfillment4×3 packing labels now fit up to 8 items each, so more orders print all their info on one label — saving time and materials.Dashboard → Fulfillment → print 4×3 packing labelsAdam SmithTenacious AgrariansHickory, NCadam-smith A 4×3 packing label fitting up to 8 line items on a single label

A 4×3 packing label fitting up to 8 line items on a single label

events-sell-tickets-and-run-farm-gatheringsEvents: sell tickets and run your farm gatherings, start to finishJune 18, 2026Sales & marketingCreate events, sell tickets, check guests in with a QR scan, and reward CSA members — all inside Farmhand, right alongside your shop.Dashboard → EventsCurtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap Customer event detail page with description, photo, date, and ticket tier selector

Customer event detail page with description, photo, date, and ticket tier selector

how-to-manage-product-inventoryHow to Manage Product InventoryJune 15, 2026How-toTrack inventory in your base units, let carts deduct and return stock automatically, and set or remove limits in bulk from the product list page.Dashboard → Products

website-traffic-reportYour website traffic, now inside FarmhandJune 14, 2026Sales & marketingYour website traffic numbers are now a click away inside Farmhand — page views, visitors, top pages, top referrers, and a CSV export to take with you.Dashboard → Reports → Website TrafficKatie McDowellArmagh CreameryDublin, TXfarmer-katie Website Traffic report showing total views, visitors, average visit duration, top pages, and top referrers

Website Traffic report showing total views, visitors, average visit duration, top pages, and top referrers

notification-preview-galleryPreview automated customer email and SMS notificationsJune 14, 2026Customer experienceA new Notifications page lets you preview every email and SMS your farm sends to customers — and customize the copy on the messages that allow it.Dashboard → Settings → NotificationsRandi TownsendFerme Pleine LuneLow, QCrandi-townsend Notification preview gallery showing every email and SMS template available to the farm

Notification preview gallery showing every email and SMS template available to the farm

instant-notification-of-item-and-pickup-issuesInstant notification of item and pickup issuesJune 9, 2026Customer experienceWhen a member writes in about a missing, damaged, or wrong item, or trouble finding their pickup site or box, the request is now automatically routed to the farmer.Dashboard → ConversationsSonya PerrottiCoyote Family farmPenngrove, CAsonya-perrotti Credit Full, Credit Partial, and Dismiss buttons on a routed delivery-issue conversation

Credit Full, Credit Partial, and Dismiss buttons on a routed delivery-issue conversation

harvest-report-search-and-tags-filterSearch products and slice the Harvest Report by tagJune 9, 2026Orders & fulfillmentThe Harvest Report now has a searchable Products filter and a new Tags filter — so you can pull a vendor-specific harvest list in one click, exports included.Dashboard → Fulfillment → Harvest reportAaron StubbsFibonacci FarmBend, ORaaron-stubbs

Searchable Products filter and new Tags filter on the Harvest Report

per-farm-credit-balance-summarySee account credits per farm at a glanceJune 8, 2026Customer experienceA new Credit balance table shows customers exactly how much account credit they have at each farm — and gives your staff the same view.Account → Payment, or a contact's payment pageTom BrozLive Earth FarmWatsonville, CAlive-earth-farm The per-farm Credit balance table on the payment page

The per-farm Credit balance table on the payment page

member-handbook-link-welcome-smsNew members get your handbook in their welcome textJune 8, 2026Customer experienceThe membership welcome text now links new members straight to your Member Handbook — FAQs, pickup info, and onboarding, no email to you required.Farm profile → set your Member Handbook URL (Business Pro) The subscription welcome SMS with a Member Handbook link

The subscription welcome SMS with a Member Handbook link

edit-member-allergies-food-preferencesEdit a member's allergies and food preferencesJune 8, 2026Orders & fulfillmentYou can now edit a member's allergies, dislikes, and favorite categories right from their profile — no support ticket needed.Dashboard → Contacts → select a contact → ProfilePam PlesonsPlow to PorchSanta Barbara, CApam-plesons Editing a member's allergies and food preferences from their profile

campaign-recipients-drawerSee exactly who a campaign will reachJune 7, 2026Sales & marketingClick "View all recipients" on a campaign preview to page through the full list — the exact audience as of send time, without leaving the page.Campaigns → open a campaign → Preview → View all recipientsMadyson VersteegCasa Cano FarmsValleyford, WAmadyson-versteeg The recipients drawer open on a campaign preview page

The recipients drawer open on a campaign preview page

waitlist-all-default-segmentSee your whole waitlist in one clickJune 7, 2026SubscriptionsA new Waitlist - All segment sits right in your Contacts sidebar, so everyone on your CSA waitlist is one click away — ready to filter, message, or export.Contacts → Segments → Waitlist - AllKatie McDowellArmagh CreameryDublin, TXfarmer-katie The Waitlist - All segment in the Contacts sidebar

The Waitlist - All segment in the Contacts sidebar

members-add-ach-cash-checkMembers can add ACH and cash/check themselvesJune 4, 2026Customer experienceMembers can now add a bank account (ACH) or cash/check as a payment method themselves — no more support tickets or canceling and re-signing up.Contact Farmhand support to update the payment methods enabled for your farm.Katie MillerPositively GrownHopkins, MIkatie-miller The Add payment method menu on the member Account Payment page

The Add payment method menu on the member Account Payment page

how-to-setting-up-your-first-customizable-csa-share-in-farmhandHow To: Setting Up Your First Customizable CSA Share in FarmhandJune 4, 2026How-toA walkthrough of the full flow — loading your products, building your weekly box in the box builder, and publishing it so customers can customize, swap, and upsize their share.Dashboard → Fulfillment → Box Builder

price-change-warningsKnow exactly when a price change takes effectJune 2, 2026Orders & fulfillmentNew warnings make it clear that price and unit changes apply only to new orders — existing pending and confirmed orders keep their original pricing.Products → Edit Price, or the bulk editorJoclyn CacaccioLiving Hope FarmHarleysville, PAjoclyn-cacaccio The price change warning dialog in the bulk editor

The price change warning dialog in the bulk editor

edit-paid-retail-ordersEdit paid retail orders yourselfJune 2, 2026Orders & fulfillmentEdit paid retail orders right from your dashboard — change quantities, remove or add items, issue credits, or cancel and credit in one click.Dashboard → Contacts → Orders or Dashboard → Fulfillment → OrdersAmy KramACE Farmers' MarketsKenwood, CAamy-kram Editing a paid retail order from the Order Details page

Editing a paid retail order from the Order Details page

how-to-set-up-events-on-farmhandHow to Set Up Events On FarmhandJune 1, 2026How-toYou can now run farm events — dinners, tours, workshops — right inside Farmhand. Create the event, sell tickets through your store, and check people in, all in one place.Dashboard → Events (ask for this to be turned on!)

how-to-set-up-driversFarmhand Routing 101: For DriversJune 1, 2026How-toA step-by-step guide to getting your delivery drivers signed in, navigating their route, and marking stops complete.Dashboard → Routes

retail-checkout-campaign-attributionSee which campaigns drive your shop salesJune 1, 2026Sales & marketingFarmhand now follows your campaign tags through retail checkout, so each shop order shows which ad, email, or post drove the sale.Order detail page → Attribution card The Attribution card on a retail order detail page

The Attribution card on a retail order detail page

target-waitlist-contacts-in-campaignsTarget your waitlist in campaignsJune 1, 2026SubscriptionsYou can now build a campaign audience straight from your waitlist — filter by box, pickup site, fulfillment day, and whether they've been invited yet.Contacts → Segments → add a Waitlist filterKatie McDowellArmagh CreameryDublin, TXfarmer-katie The Waitlist filter in the Segment Builder

The Waitlist filter in the Segment Builder

farm-logo-on-transactional-emailsYour farm's logo on every emailMay 31, 2026Sales & marketingTransactional emails now carry your farm's own logo instead of the generic Farmhand mark, so members recognize you the moment they open.Any transactional email sent through FarmhandGeneviève StillmanStillman's FarmBraintree, MAgenevieve-stillman A transactional email showing the farm's own logo at the top

manage-member-notification-contactsManage who gets a member's notificationsMay 31, 2026SubscriptionsA new Notifications tab lets you add or remove who receives a member's notifications — a spouse, family member, or assistant — right from the dashboard.Contacts → open a contact → Notifications tabTom BrozLive Earth FarmWatsonville, CAlive-earth-farm The new Notifications tab on a contact's dashboard

The new Notifications tab on a contact's dashboard

add-payment-method-from-the-shopAdd a payment method without leaving the shopMay 28, 2026Customer experienceMembers can now add a card right from their cart — no more bouncing to a payment page and wondering whether their changes actually saved.Member shop → cart → Save changesTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Add card dialog opening on top of the open cart in the member shop

Add card dialog opening on top of the open cart in the member shop

move-item-to-next-orderMove an item to a member's next orderMay 27, 2026Orders & fulfillmentShift an add-on or customizable item from this week's confirmed order to the next one — credit, debit, and reorder handled automatically.Confirmed CSA order → add-on item → kebab menu → Move to next orderTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Move to next order action in the kebab menu on a confirmed CSA add-on item

Move to next order action in the kebab menu on a confirmed CSA add-on item

comp-items-on-customizable-csa-ordersComp an item on a customizable CSA orderMay 27, 2026Orders & fulfillmentDrop a free item into a member's customizable CSA box — an apology bouquet, a free sample, a make-good — without the manual credit dance.Customizable CSA order → Add product → edit unit priceElizabeth KaiserSinging Frogs FarmSebastopol, CAelizabeth-kaiser Editing unit price in the Add Product tool on a customizable CSA order

Editing unit price in the Add Product tool on a customizable CSA order

Elizabeth and Paul Kaiser of Singing Frogs Farm

campaign-tracking-on-csa-sign-upTrack which campaigns drive new CSA sign-upsMay 26, 2026Sales & marketingEvery new CSA sign-up now carries the campaign that drove it — so you can finally see which ads, emails, and posts actually convert.Automatic — works on any CSA sign-up link with UTM tags

branded-link-previewsBranded link previews for every farmMay 25, 2026Sales & marketingWhen someone shares your farm link on social media, the preview now shows your logo and branding — not ours.Contact the Farmhand support team to change your preview imageGeneviève StillmanStillman's FarmBraintree, MAgenevieve-stillman Branded link preview settings in farm branding page

Branded link preview settings in farm branding page

create-and-edit-customers-from-dashboardCreate and edit customers directly from the dashboardMay 25, 2026SubscriptionsSign up new members on the spot — at the market, at a pickup site, or over the phone — and start their subscription the same day.Dashboard → Contacts → Create ContactTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Edit customer details inline from the customer profile

offline-payment-due-date-capSet a due-date cap for offline CSA paymentsMay 20, 2026SubscriptionsSet a payment window for cash and check CSA signups — like "due 30 days after signup."Contact Farmhand support to set net payment termsGeneviève StillmanStillman's FarmBraintree, MAgenevieve-stillman Offline payment due date setting

custom-boxes-catch-draft-itemsBox Builder catches draft items before you publishMay 20, 2026Customer experienceCustom boxes now warn you when items are still in draft — no more publishing boxes that aren't ready.Dashboard → Fulfillment → Box builderBen WoodsMama Earth FarmEl Dorado County, CAben-woods Custom Box draft item warning

predictable-stop-order-before-optimizationPredictable stop order before route optimizationMay 17, 2026Routes & deliveryRoute plans and harvest reports now respect your zone and leg sort order before optimization.Dashboard → Routes → [Route] or Dashboard → Fulfillment → Harvest Report → View by locationTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Route Plan showing predictable stop ordering

Route Plan showing predictable stop ordering

initial-credits-customizable-csa-deferred-paymentInitial credits for customizable CSA with deferred paymentMay 17, 2026SubscriptionsGrant a starting credit balance when creating a customizable CSA subscription with deferred payment.Dashboard → Contacts → [Contact] → Subscriptions → Create SubscriptionTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Initial account credits field on Create Subscription form

Initial account credits field on Create Subscription form

end-preorder-sale-earlyEnd a pre-order sale earlyMay 17, 2026Orders & fulfillmentClose a pre-order sale before its scheduled end date — no support ticket needed.Dashboard → Settings → Pre-order sales → [Sale] → End NowNancy LeeStillman's FarmBraintree, MAnancy-lee End Now action dialog for pre-order sales

End Now action dialog for pre-order sales

products-table-redesign-per-variant-controlProducts table redesign with per-variant controlMay 14, 2026Orders & fulfillmentManage variants faster with a flat table layout and per-variant status control.Dashboard → ProductsCurtis MillsapMillsap FarmsSpringfield, MOcurtis-millsap Products table with per-variant status control

Products table with per-variant status control

product-updates-link-in-dashboardProduct Updates link in your dashboardMay 14, 2026Customer experienceYour whole farm team can now discover new Farmhand features right from the dashboard.Dashboard sidebar → Product UpdatesLindsay InzalacoShady Grove FarmCamas, WAlindsay-inzalaco Product Updates link in the farmer dashboard sidebar

Product Updates link in the farmer dashboard sidebar

money-reports-sales-payouts-past-due-plans-waitlistFarmhand Reports Explained: Payouts, Sales, Plans & MoreMay 12, 2026How-toGet a full walkthrough of the reports available in your Farmhand dashboard.Dashboard → Reports

daily-operations-reports-harvest-orders-routingDaily operations reports: Harvest, Orders, and RoutingMay 12, 2026Orders & fulfillmentRun harvest reports, edit orders, and deliver with auto-notifications when each stop is marked complete.Dashboard → Reports → Harvest · Reports → Orders · Routes

what-your-members-see-the-customer-dashboardWhat your members see: the customer dashboardMay 12, 2026Customer experienceMembers skip orders, add one-time items, swap payment methods, and set vacation holds — without ever calling you.Member-facing (your customer's login at gofarmhand.com/sign-in)

managing-products-price-groups-and-recurring-discountsManaging products: price groups, members-only access, and recurring discountsMay 12, 2026Orders & fulfillmentSet retail, wholesale, and member prices on one product — and apply standing discounts that auto-renew.Dashboard → Products

selling-by-weight-or-on-creditsHow to Sell by Weight on FarmhandMay 12, 2026Orders & fulfillmentSell meat by package size, then reconcile with a credit or charge after weighing the actual cut.Dashboard → Products (per-product pricing model)

setting-up-herdshare-members-only-product-accessSetting up a HerdShare with members-only product accessMay 12, 2026SubscriptionsSell raw dairy through a gated HerdShare while keeping eggs and other products open to public retail customers.Dashboard → Products → (per-product) Pricing tab · also Subscription signup form configuration

charge-customers-instantly-when-adding-to-ordersCharge customers instantly when adding to ordersMay 11, 2026Orders & fulfillmentCollect payment on the spot when adding items to confirmed CSA or paid retail orders.Dashboard → Contacts → Orders → Add or Edit itemsMichael ClarkJR Organics FarmEscondido CAmichael-clark Charge Now dialog showing Pending Charge and Charge Now options

Charge Now dialog showing Pending Charge and Charge Now options

order-confirmation-customizable-boxesOrder confirmation for customizable boxesMay 10, 2026Customer experienceMembers now see a clear confirmation when they save changes to a customizable CSA box.Order page → Customize box → Save changesTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Screenshot of order confirmation dialog for customizable CSA box

Screenshot of order confirmation dialog for customizable CSA box

export-product-catalog-as-pdfExport your product catalog as a PDFMay 7, 2026Orders & fulfillmentHand off your product list to staff, wholesale buyers, or the printer — Farmhand now exports a polished PDF alongside the CSV you've always had.Dashboard → Products → Export → PDFCliff PilsonCV Pilson FarmCameron, NCcliff-pilson Products page in the dashboard showing the new Export dropdown with CSV and PDF options.

Products page in the dashboard showing the new Export dropdown with CSV and PDF options.

change-delivery-or-pickup-on-subscriptionsChange Delivery or Pickup on Existing SubscriptionsMay 6, 2026Orders & fulfillmentAdmins and farmers can now switch a member's pickup or delivery option directly — to and from — so members don't have to write into support.Admin or farmer dashboard → member's Subscriptions panel → Edit next to Delivery (or Pickup) option.Tom BrozLive Earth FarmWatsonville, CAlive-earth-farm Admin dashboard showing the new Edit button next to a subscription's Delivery details, with the dialog open to pick a new delivery option.

Admin dashboard showing the new Edit button next to a subscription's Delivery details, with the dialog open to pick a new delivery option.

business-coachingBusiness CoachingMay 2, 2026Sales & marketingPro members now get access to regular coaching calls, farm visits, and strategic, customized growth plans.Business Pro members can email or text Farmhand to set up your regular coaching call.Michael ClarkJR Organics FarmEscondido CAmichael-clark

how-to-edit-customer-orders-and-creditsHow to Edit Customer Orders and CreditsMay 1, 2026How-toEdit quantities, add or remove items, issue credits, or move items to a customer's next order. Works on both standard and customizable shares.Orders tab → click directly on the order Contacts → search the customer's name → click Orders → pick the date

how-to-send-a-basic-member-email-or-sms-campaignHow to Send a Basic Member Email or SMS CampaignMay 1, 2026How-toSend a quick, targeted update to your members — like a product sub, pickup delay, or sold-out notice. Most simple day-of comms are an SMS to today's customers at the impacted sites.Go to Campaigns → Upcoming → Create

how-to-create-retail-and-wholesale-ordersHow to Create Orders for Retail & Wholesale CustomersMay 1, 2026How-toThe Create Order tool lets you build retail or wholesale orders on the fly for your existing customers — handy for orders someone already picked up, paid for in person, or that you want to add to a future delivery.Dashboard → Orders → Create Order

how-to-create-and-edit-productsHow to Create & Edit ProductsMay 1, 2026How-toThis covers building a product from scratch, setting up pricing variants, the specialty pricing options (sales, member discounts, members-only, add-on only), and editing products one at a time or in bulk.Dashboard → Products → Create

customizable-csa-boxes-on-farmhand-setting-email-schedules-order-deadlines-packing-flowTips to Align Email Schedules, Order Deadlines & Packing FlowMay 1, 2026How-toThis is Day 1 with farmer Sonya of Coyote Family Farm, who runs a customizable CSA where members build their own box each week. Ari walks her through the full weekly rhythm — when to publish the box, when to close orders, and the series of emails that go out to members and non-members throughout the week.Dashboard → Fulfillment + CampaignsSonya PerrottiCoyote Family farmPenngrove, CAsonya-perrotti

spanish-lanuage-fulfillment-reportsSpanish Lanuage Fulfillment ReportsMay 1, 2026Orders & fulfillmentEvery report — pick lists, packing labels, packing slips, sign-out sheets, order CSVs, harvest PDFs — can now be generated in Spanish.Fulfillment ReportsTom BrozLive Earth FarmWatsonville, CAlive-earth-farm

how-to-build-segmented-campaignsHow to Build Segmented CampaignsMay 1, 2026How-toUse the Campaign tool to message specific slices of your customer base — active members, past members, today's pickups only, waitlist warming, and more. Save the audiences you'll use repeatedly as custom segments.

account-settingsFarmhand Settings 101May 1, 2026How-toThe handful of Farmhand settings worth deciding before members sign up — fees, payments, fulfillment — and what each one affects down the line.Dashboard → Settings for some - message Farmhand for the rest!

pack-order-column-in-products-feedPack Order Column in Products FeedApril 30, 2026Orders & fulfillmentView, sort, and inline-edit pack-order values from the Products feed — no more opening products one at a time.Dashboard → Products feed (make sure Farmhand has set your pack-order sorting to "enabled")Tom BrozLive Earth FarmWatsonville, CAlive-earth-farm Products feed showing the new Pack order column with sortable, inline-editable values.

Products feed showing the new Pack order column with sortable, inline-editable values.

persisted-cart-for-customizable-csa-ordersPersisted Cart for Customizable CSA OrdersApril 30, 2026Customer experienceCustomizable CSA orders use a real shopping cart now — edit freely, save when ready, no lost work.Customer view → Order details for a customizable CSA → click CustomizeTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Customizable CSA order details page showing the new Customize button next to a read-only box.

Customizable CSA order details page showing the new Customize button next to a read-only box.

create-subscriptions-print-filtered-labelsCreate subscriptions and print filtered labels from your dashboardApril 27, 2026SubscriptionsSign up new members and print labels for just the products you need — all from your farmer dashboard, no support ticket required.Dashboard → Contacts → Subscriptions → CreateTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Live order preview showing customer's first CSA order before submitting

Live order preview showing customer's first CSA order before submitting

subscription-editing-for-farmersSubscription Editing for FarmersApril 27, 2026SubscriptionsManage customer subscriptions directly from the dashboard — cancel, skip, pause, adjust credits, or change plan.Dashboard → Contacts → [any subscriber] → Subscriptions tab → click the Edit dropdown on a subscriptionGale LivingstoneDeep Roots FarmUpper Marlboro, MDfarmer-gale Subscription Editing menu on the farmer dashboard, showing the new Edit dropdown with Cancel, Adjust credits, Skip, Shift cadence, and Pause/Resume actions.

Subscription Editing menu on the farmer dashboard, showing the new Edit dropdown with Cancel, Adjust credits, Skip, Shift cadence, and Pause/Resume actions.

delivery-option-waitlistsDelivery Option WaitlistsApril 24, 2026Routes & deliverySet capacity limits on delivery zones; customers join a waitlist when zones fill up.Reports → Plans → [Plan] → Waitlist (report)Hailee NolteHarvest HubHumboldt, CAhailee-nolte

smarter-retail-checkoutCheckout preselects the right pickup or deliveryApril 23, 2026Orders & fulfillmentCheckout now preselects the most likely pickup or delivery option and date, so customers land on the right one without hunting.Shop → Checkout The Pickup and delivery options slideout at checkout with Delivery/Pickup and date selection

The Pickup and delivery options slideout at checkout with Delivery/Pickup and date selection

add-on-only-csa-itemsAdd-on-only items for customizable CSAApril 23, 2026Orders & fulfillmentFlag variants as add-on-only so customizable CSA members buy extras billed to their card without spending box credit.Products → edit a product → Pricing variant → Add-on OnlyJoclyn CacaccioLiving Hope FarmHarleysville, PAjoclyn-cacaccio The new Add-on Only toggle on a product variant in the admin

The new Add-on Only toggle on a product variant in the admin

add-photo-to-sms-campaignsAdd a photo to your SMS campaignsApril 7, 2026Sales & marketingAttach a photo to your member SMS campaigns — perfect for a recipe, a new product, or a snapshot from the field.Dashboard → Marketing → CampaignsHalley StillmanStill Life FarmHardwick, MAhalley-stillman

4x6-thermal-packing-labelPrint a 4x6" packing label built for longer box listsMarch 25, 2026Orders & fulfillmentSwitch to a 4x6" thermal packing label that fits up to 14 items per box, with bigger, easier-to-read names for the pack line.Admin → Farm → Edit profileTom BrozLive Earth FarmWatsonville, CAlive-earth-farm Farmhand 4x6 inch thermal packing label showing customer name and product list

Farmhand 4x6 inch thermal packing label showing customer name and product list

waitlist-reportWaitlist ReportMarch 5, 2026SubscriptionsView and track waitlists for subscriptions by pickup location from your plans report.The Reports → Plans Katie McDowellArmagh CreameryDublin, TXfarmer-katie

pre-order-salesSell products before they're ready with pre-order salesMarch 2, 2026Orders & fulfillmentSet up a pre-order sale to sell products before they're ready, gauge demand, and lock in sales early.Dashboard → Shop → Pre-order salesMelanie CunninghamShakefork Community FarmCarlotta, CAmelanie-cunningham A farm shop showing a Pre-order sale banner and blue Pre-order badges on products

A farm shop showing a Pre-order sale banner and blue Pre-order badges on products

Melanie Cunningham of Shakefork Community Farm

skip-individual-items-on-orderSkip individual items on an orderFebruary 9, 2026Orders & fulfillmentYou, your team, and customers can now skip or unskip individual subscription items on a pending order, not just the whole box.Order details page (admin, farmer, and customer views) Skipping an individual subscription item on a pending order

Skipping an individual subscription item on a pending order

put-products-on-salePut products on saleJanuary 22, 2026Orders & fulfillmentSet a sale price on any product variant and shoppers see strikethrough pricing plus a Sale badge in your shop.Products → edit a product → Pricing variant → Sale price Setting a sale price and toggle on a farm product variant in the admin

Setting a sale price and toggle on a farm product variant in the admin

how-to-configure-feesConfiguring fees and the Support Local modelJanuary 1, 2026Sales & marketingSet your fee structure, decide whether to absorb or pass payment processing, and add location- or signup-specific fees.Dashboard → Settings → Pricing / Fees · Locations → (per-location) Fees