A farm admin can add customers through their GrownBy dashboard. You might want to do this if:

  • You are moving from another platform or system to GrownBy and you want to get everyone started
  • You have customers who are having trouble getting started with GrownBy or are just never going to buy a CSA share on the internet
  • You want to use GrownBy to record customers and sales that did not happen on the platform

Adding or Inviting a customer to GrownBy

To create an account for a customer, go to Customers in your dashboard and click Add or Invite Customer:

Customers page in the GrownBy dashboard with the Add or Invite Customer button

A pop-up will appear. Enter the customer's email address and click Invite. It looks like this:

Invite customer pop-up with an email address field

If the customer is already on GrownBy, they will be invited by email to favorite your farm, which will add them to your customer list. The pop-up looks like this:

Confirmation pop-up that an existing GrownBy customer has been invited to favorite your farm

The email they receive looks like this:

Email invitation asking an existing customer to favorite the farm on GrownBy

If the customer has never used GrownBy, you will see this popup and when you click OK, you will be able to fill in the customer's information:

Pop-up indicating the email is not yet associated with a GrownBy account

Enter the customer's information into the form and click Submit:

Form for entering a new customer's information including name and contact details

The customer will be added to your farm and will receive an email inviting them to set up their account. The email notification looks like this:

Email inviting a newly added customer to set up their GrownBy account

Then they'll need to follow that link and create a password.

Even if a customer has not followed the link or added a password, you can make orders for them. This way you can send an invoice to a brand new customer, if, for example, they requested to sign up for a CSA share, or you can simply make sure that a customer is on your CSA sign in and distribution list, even if they just want to send a check and not use the app.