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Run Herdshare Pickup Days With Compliant Member Notices

Herdshare programs operate on member-owner rules that demand clear communication. Notify members of pickup days, log distributions, and keep the member ledger clean.

difficulty Beginnersetup 20 minresult Pickups run smoothly with documented member distributions — the program's compliance backbone maintains itself.—
—
  1. 1

    Maintain the Member Ledger

    List members, share sizes and pickup location.

  2. 2

    Notify Pickup Days

    Add a Schedule Trigger texting members their pickup window.

  3. 3

    Log Distributions

    Record each member's collection against their share.

  4. 4

    Handle Missed Pickups

    Auto-notify holdover or donation policy for uncollected shares.

  5. 5

    Activate and Test

    Activate the workflow with a test pickup day. Confirm notices and logging work.

Frequently asked questions

Why does documentation matter here?

Herdshares live in a careful legal space — clean member records are the program's protection.

Waitlist handling?

Track share availability so departing members' shares offer to the waitlist automatically.

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