Members and plots
Adding members and plots
How to add plots and members to Allotmin.
Plots and members are the two main records in Allotmin. Add your plots first, then your members, then assign plots to members.
Add a plot
- Go to Plots and select Add plot.
- Enter the plot details:
- Plot number: the number or name used on site, such as
5A,12orNorth 3. Each plot number must be unique within a site. If you run more than one site, each site can have its own plot 1. - Size: free text, in any unit your association uses, such as rods, square metres or "half plot".
- Fee: the yearly fee. Rent is calculated from this figure.
- Notes: optional.
- Plot number: the number or name used on site, such as
- Save the plot.
A new plot is vacant. It becomes occupied when you assign it to a member.
You can edit a plot at any time. Changing a fee updates the current year's invoices for that plot. Previous years are not changed.
Add a member
- Go to Members and select Add member.
- Enter the member's name. This is the only required field.
- Optionally, enter any of the following:
- email address (required to email the member or send them their balance page)
- phone number and postal address
- tenancy signed date
- plot size wanted
- National Allotment Society number
- notes
- any custom fields you have set up
- Save the member.
Assign plots to members
A member is not billed until they hold a plot. See Giving a member a plot.
Add many records at once
To add a large number of members or plots, import them from a spreadsheet. You can import as many times as you need.
Delete a member
Deleting a member permanently removes their invoices, payments and correspondence. If a member has left, end their tenancy instead. The plot returns to vacant and the member's history is kept.
More on members and plots
Importing members or plots from a spreadsheet
Import members or plots from Excel, Numbers or Google Sheets.
Giving a member a plot
Assign a plot to a member from the member's record or from the plots list.
Member groups
Group members together to email, charge or discount them.
Recording something Allotmin does not have a field for
Add up to three custom fields to every member record.
Partners, co-workers and social members
Link a member to a plot they do not hold, and bill for them on the plot holder's invoice.
Keeping a record of contact with a member
Record phone calls, letters, conversations and complaints against a member.
Did this not answer it? Ask us — we answer these ourselves.