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.
- 1
Maintain the Member Ledger
List members, share sizes and pickup location.
- 2
Notify Pickup Days
Add a
Schedule Triggertexting members their pickup window. - 3
Log Distributions
Record each member's collection against their share.
- 4
Handle Missed Pickups
Auto-notify holdover or donation policy for uncollected shares.
- 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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