sheepCRM

A list of frequently asked questions with answers regarding members and membership plans in sheepCRM

Frequently Asked Questions around Memberships

Find out how to view, change, remove and create membership plans for your members to choose from, including internal or hidden plans.

Settings: Membership>Manage Membership Plans

Find out how to view, change, remove and create payment plans for your members to choose from, including hidden plans accessible via codes.

Settings: Managing payment plans

We make it easy to manage the details and memberships, past and present, of your contacts to help you run your flock as easily as possible.

Contacts: Managing your members

If you've changed membership record or generated a new invoice, existing payments may need to be moved to show the amount paid.

Moving existing payments to different Membership records or Invoices

Membership

Use this when you need to renew a membership on behalf of a member.

Manually renew a membership and request payment

Use this when you need to add a previous membership period to a member's record.

Create a backdated or historical membership

Send an invoice to members that are not using sheepApp

Use this when you need to move an existing member to a different membership plan during their current membership period.

Manually change or upgrade a membership

Practical answers to common day-to-day membership questions for sheepCRM administrators, including what to monitor and what action to take.

Membership: Common Administrator Questions

James Webster

Joe Jeffries

Lisa Shaw

sheepCRM Membership 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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