How Copia Works
Simple for farms. Seamless for members.
Copia plugs into your existing Shopify store. Your farm runs the season. Your members never leave your site. Here's exactly how it works.
For the farm
Set up once. Run every season.
Copia connects to your Shopify store and handles the parts of CSA management that Shopify alone can't do.
Connect Copia to your Shopify store
Install Copia from the Shopify App Store and our guided setup wizard walks you through everything. Add your share types, define your pickup locations, and create your first season. No developer needed — most farms are live in under 30 minutes.
- Share types sync to Shopify products automatically
- Pickup locations with capacity limits and hours
- Season dates and delivery schedule configured once
Free to set up. No setup fee. Ever.
Plan your weekly box. Copia does the math.
Before each delivery, enter your box contents once using the harvest planning view. Copia calculates exactly how much of each item you need across all your members — scaled per share size and tier multiplier. Full share gets 1x, half share gets 0.5x, automatically.
- Box templates auto-populate every delivery window
- Per-share-type planning — veggie and beef boxes stay separate
- Notify members with one click when their box is ready
Copy from last week or apply to all remaining weeks in seconds.
Charge every member at once. One click.
On billing day, Copia assembles a batch of charges for every active member — including their add-ons, minus any credits from holds. Review the preflight summary, confirm, and Copia charges everyone simultaneously through Shopify's payment infrastructure. Manual or fully automatic on a schedule you set.
- Preflight review before any charges run
- Credits from holds auto-applied
- Failed payments flagged for follow-up
- Billing frequency per member — weekly, every 4, or quarterly
Every charge is a native Shopify order — visible in your orders dashboard like any other sale.
Check in members at pickup in seconds.
On pickup day, open Copia inside the Shopify POS app on any iPhone or iPad. Search a member by name, scan their QR code, or let them check themselves in. Copia shows their share tier, any customization notes, and their add-ons so your team packs the right box every time.
- QR code per member included in welcome email and portal
- See customization notes and dietary flags at a glance
- End-of-day unchecked member report
Works on any device running Shopify POS — no extra hardware.
Your members
They never leave your store.
Members sign up, manage their account, and pick up their box — all inside your Shopify storefront. No separate login. No third-party site.
Members join through your store.
When a member clicks your CSA share product, Copia's signup stepper guides them through choosing their share size, delivery schedule, and pickup location — all on your Shopify storefront. They check out through Shopify's native checkout. No redirects. No third-party forms. Their payment method is saved in your Shopify account — not ours.
- Guided 3-step signup stepper embedded in your product page
- Share size, delivery schedule, and billing frequency selection
- Pickup location with address, hours, and availability shown
- Home delivery with zip code availability check (optional)
Every member who signs up becomes a native Shopify customer in your store. Your Klaviyo, loyalty apps, and email tools work on them automatically.
Members manage themselves.
After joining, members access their CSA account inside their existing Shopify account — the same place they'd check any order. No separate login, no new password to remember. They can request holds, skip deliveries, change their pickup location, update dietary preferences, and manage add-ons — all without emailing the farm.
- Holds generate account credits auto-applied to next billing
- Location changes before the weekly cutoff date
- Standing preferences — exclude items, request swaps
- Add-on subscriptions managed (eggs, flowers, etc.)
- Payment history and credit balance visible
Every change a member makes is reflected instantly in your Copia admin dashboard.
Ready to see it live?
Book a 20-minute demo and we'll walk through the full farm and member experience on a real Shopify store.
No credit card required · Free onboarding wizard included · Cancel anytime