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Membership
Membership
+2
17 articles in this collection
Written by
James Webster,
James Scholes,
Joe Jeffries
and 2 others
Membership FAQ
Frequently asked questions around membership
Written by
James Webster
Updated over a week ago
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
Payments made through the sheepApp will automatically be added, but payments can be added manually to a membership plan
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