Show a new member their dashboard — what they can do without ever calling you.
Before you start: Have a test member account ready. Walk through with them on their first login if possible.
- Member logs in via one-time code (default) sent to their email or phone — no password needed.
- They see a calendar of virtualized orders — every upcoming delivery, with skip / pause options.
- Clicking into an upcoming order opens Shop Add-Ons — they can add one-time items to that specific order without touching their subscription.
- From the menu they can:
- Manage subscriptions (pause, change frequency, skip just one, cancel)
- View invoices and download them
- Add or update payment methods
- See credits balance
- Update contact info and notification preferences (opt out of text/email)
- Add secondary contacts (spouse/family for notifications)
- Set extended holds (vacation mode)
- Optionally set a password for future logins
✅ Success: a new member can place an add-on, skip a future order, and add a secondary contact entirely on their own — zero calls to you.
⚠️ What to know
- Add-ons are SEPARATE from subscriptions. In Farmhand, add-ons attach to a single order — the subscription doesn't change.
- One-time code is the default login. Password is optional, not required. Members can set one from their account if they prefer.
- Secondary contacts get notifications too. Useful for couples where one person handles pickup, the other handles payment.
- Members can opt out of text or email independently from the same Preferences screen. They can't fully delete the account themselves — they have to ask.