Setting up Allotmin for the first time

Follow this workflow to set up a new account. Plots and members are added first because billing is based on who holds which plot.

1. Add your plots

Add each plot with its number, size and yearly fee. To add several plots at once, import them from a spreadsheet.

Plot fees can be changed later.

2. Add your members

Add members one at a time, or import them from a spreadsheet. Only the name is required. Email address, phone number, postal address and tenancy date are optional and can be added later.

3. Assign plots to members

Assign each plot holder to their plot. Allotmin uses these assignments to work out who to bill. See Giving a member a plot.

4. Open your first billing year

When the plot fees and assignments are correct, open a billing year. Allotmin records who holds each plot and calculates what each member owes.

Note: Opening your first billing year fixes your billing dates. To change them afterwards, you have to reset your billing history. Check steps 1–3 before you continue.

Other features

You can set up the waiting list, email, inspections, keys and deposits, your website and committee logins at any time. They don't need to be set up before billing.