Membership

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16 articles in this collection
Written by James Webster, James Scholes, Joe Jeffries and 2 others

Membership terminology

The language we use in Sheep to describe membership

Written by James Webster
Updated over a week ago

Add new membership type (plan)

Written by James Webster
Updated over a week ago

Adding a new membership

Written by James Webster
Updated over a week ago

Membership lifecycle events

New memberships, renewals, lapsing and cancellations. How these events are tracked in Sheep

Written by James Webster
Updated over a week ago

The Membership Directory

What's the difference between the Contact Directory and the Member Directory?

Written by James Scholes
Updated over a week ago

Membership Numbering

Written by James Webster
Updated over a week ago

Advanced Membership Plans

Additional settings available to Sheep App users

Written by James Scholes
Updated over a week ago

Deleting membership

Written by James Webster
Updated over a week ago

Self Service

Membership: Self-Service - User Queries Guidance

Helping your external users with issues they may encounter.

Written by Tom Byrom
Updated over a week ago

Membership: Self-Service - Member Instructions & Info

Written by Tom Byrom
Updated over a week ago

Payments

Membership: Changing payment plans on auto-renewing memberships

Follow these steps if you need to change a payment plan for a member with an auto-renew membership.

Written by Sam Wilkins
Updated over a week ago

Invoices: Getting Started

Invoices can be customised in settings to show your organisation's brand and additional information to help your users pay invoices.

Written by Sam Wilkins
Updated over a week ago

Invoices: Managing Invoices for contacts

Once set up, invoices will be automatically generated for customers. In some circumstances you may need to make changes or re-issue them.

Written by Sam Wilkins
Updated over a week ago

Payment Plans

Written by James Webster
Updated over a week ago

Track payments for membership

Written by James Webster
Updated over a week ago

GoCardless - Automated Payments

Explains the automated steps of direct debit mandate activation and payment collection with GoCardless

Written by Joe Jeffries
Updated over a week ago