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Add new membership type (plan)
Add new membership type (plan)
James Webster avatar
Written by James Webster
Updated over 3 years ago

Requires: Membership pack and 'Staff' permissions.

  • Log into your Sheep account

  • Navigate to to Sheep > Settings > Membership

  • Click 'Add new membership plan'

You can reuse a membership plan over a number of years. However if you decided to change the price for new memberships you should rename the old membership and create a new membership plan for the new price. e.g. Adult Membership => Adult Membership (2013-16), new Adult Membership (2017).

Membership Plan Settings


Public Name

If set, the Public Name is displayed on certificates and documents in place of the plan name above.

Auto Renew

Turn on (recommended) so that memberships auto-renew when the end date is reached.

Payment Plans

Select the different (custom) payment plans available for this membership. Payment Plans set as "on for all" will be available regardless of the values here.

Joining Fee

One off joining fee that's added to new online sign-ups.

First Available Date

Allows a plan to be active and available to sheepApp while deferring the start date. Once the start date is passed the plan works exactly as a normal plan.

Fixed End Date

Use a fixed end date where the plan should stop at a fixed point regardless of start date

Xero Account Code / Cost Centre

Where Xero is connected enter the account code to register membership income.

sheepApp Settings

Internal Use Only
Setting to internal use will remove this plan from sheepApp and prevent your prospective members from signing up to it

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