Members and plots
Member groups
Tag a set of members so you can email them, charge them or discount them together.
A group is a label you put on a set of members. Allotmin comes with one called "Committee", and you can have up to eight.
Set them up in Settings → Members. Put people into them from the member's own record.
What groups are for
Three things, and the second two are why eight is a sensible number:
- Emailing. Each group gets its own button in the Messaging Centre, so "email the committee" is one click.
- Charging. An additional charge can be pointed at a group rather than everybody — a water levy for the people on the water rota.
- Discounting. A concession works the same way. Make a group called "Over 60s", point the concession at it, and from then on the whole of the admin is adding somebody to a group.
That last one is worth planning around. If you give a reduced rate to some members, the group is how Allotmin knows who they are, so it is worth naming the group after the reason rather than the amount — "Over 60s" rather than "Half price". The amount may change; the reason will not.
Removing a group
Deleting a group takes the label off everybody who had it. Anything already invoiced stays as it was — a discount somebody has already been given is not clawed back.
More on members and plots
Adding members and plots
Putting your plots and the people who hold them into Allotmin.
Importing members or plots from a spreadsheet
Bring your existing list in from Excel, Numbers or Google Sheets without retyping it.
Giving a member a plot
Two ways to do the same thing — from the member, or from the plot.
Recording something Allotmin does not have a field for
Three spare fields on every member, labelled however you like.
Keeping a record of contact with a member
Phone calls, letters, conversations and complaints, kept with the member they concern.
Did this not answer it? Ask us — we answer these ourselves.