Download members, animals, and transfers as CSV files.
Open Settings.
Open the Export Data tab. Click Generate Export Files. Return to this tab to download when the email arrives.
After Generate Export Files, the Export Data tab shows the export is queued and will appear when ready.
Society access has two kinds of login: administrators you manage under Settings, and members you invite from a membership record.
Open Settings, then Manage Admins.
Open the membership and send an invite from that record.
A PremiumBreed login is created from the Login page or from an invite on the membership record.
Use Register here! on the Login page, then complete Register.
Open the membership and send an invite to that person.
Create a PremiumBreed login from the Login page.
On the Login page, click Register here!.
Enter username, password, email, account type, prefix, animal type, and breed, then click Register.
After Register, the confirmation or home screen shows you are signed up.
Invite a member to create their login from the membership record.
On the home dashboard open Latest Members and click View All.
Click the member Name to open the record.
Beside the email address click Send invite (or Resend).
The membership shows Invited with Copy invite link when the invite is ready.
Match the message on the Login page to the next action: reset the password, register, or sign in.
Wrong password: click Reset it. No account: click Register here!.
If Login works but membership data is missing, invite or link the user from the membership record.
If Login works and the membership is missing, invite or link the member from the society membership record.
On the home dashboard open Latest Members and click View All.
Click the member Name to open the record.
Beside the email address click Send invite (or Resend).
The membership shows Copy invite link when the invite is ready.
Change history is the audit trail on a record. Open Audits from the membership or from the animal.
Open the member and click Audits.
Open the animal and click Audits.
If an audit row is not enough, lodge a support request with the record type, ID, and time.
Open My Support Requests Queue and click create.
My Support Requests Queue lists the new request.
Member invoices live on the home dashboard under Latest Invoices. Open an invoice to receive payment or review the lines.
Record money against an issued invoice.
On the home dashboard open Latest Invoices and click View All.
Click the invoice Name to open it.
Click Receive Payment. Choose the method and complete the form.
The invoice payment list shows Successful.
Find recorded payments on the Payments list.
On the home dashboard open Latest Payments, then View All. Each payment links back to its invoice.
Add a payment from the invoice grey bar Receive Payment.
Payments Recieved lists Successful payments.
Forms collect member requests. Products and product groups set the fees those forms can charge.
Open Settings for Products, Membership Products, and Product Groups. Open Latest Forms on the home dashboard (or Forms) to create forms and process entries.
Use a product or product group on the form’s payment settings when the request should be paid. Unpaid entries sit in the cart until the member pays.
Products are the fees your society charges. Membership products price membership levels. Product groups let the member choose one fee from a list on a form.
Open Settings, then the Products, Membership Products, or Product Groups tab. Create the fee first, then attach it on the form under Payments Settings.
A form can use one product or a group. When a fee is set, submit sends the entry to payment (cart or pay now).
Create fee products for your society, including the tax amount charged on invoices.
In Account Settings, open the Products tab. The list shows Price (ex tax) and Tax Amount for each product.
Choose Create Product.
Enter Price (ex tax) and Tax Amount. Tax Amount is the tax charged with this product in your default currency.
After you save, the product view shows Price (ex tax) and Tax Amount.
Link the product on a form or put it in a product group so members can be charged when they request that form. Unpaid entries stay Pending Payment until paid.
Create membership products, including tax and how many months of membership they grant.
In Account Settings, open the Membership Products tab. The list shows Price (ex tax) and Tax Amount.
Choose Create Membership Product.
Enter Price (ex tax), Tax Amount, and Membership Months. Months control how long membership lasts when the product is completed.
After you save, the membership product view shows price, tax, and months.
Membership Create and Update forms use these products when an entry is completed. Payment and approval behaviour is covered under Forms and products.
Group fee products so a form can offer a choice of products at request time.
In Account Settings, open Product Groups and choose Create Product Group.
Choose One or Many to control whether the member picks a single product or several from the group.
Add the products that belong in the group.
After you save, the product group page shows the selection option and linked products.
A form can charge a single product or a product group under Payments Settings. Payable submit sends the entry to Pending Payment until paid.
Form Type and Action decide what a completed entry does. Both lock after you first save the form.
animal_id). Create needs prefix, date of birth, and sex.membership_id).transfer_id); entry needs an animal. Create needs a recipient.lease_id); entry needs an animal. Create needs lessee, non-member name, or recipient.Set Type and Action on Step 1 when you create the form. Choose Automatic or Manual approval under Form approval.
Create a form by setting the controls that change how members request it and how it is completed.
Open New Form.
Choose Form Type. Type locks after the first save and changes which essential fields the form needs.
Choose Action (Create, Store, or Update). Action locks after the first save.
Choose Manual or Automatic approval. Automatic can complete after submit or pay when fees are settled.
Under Payments Settings, choose a product group when members should pick from fee options.
Choose Create, then configure custom fields on the next step and Save.
The form view shows the saved type, action, approval, and payment settings.
Payment product or product group can require pay before approval. Manual vs Automatic approval changes whether entries wait for admin Complete. Type and Action lock after the first save.
Mark fields required or Admin-only on an existing form’s custom field builder, then confirm the field on an entry.
On the Form list, open the form (for example Animal Registration).
Choose Update on the form view.
Edit the Owner Prefix field and confirm Required is selected.
Edit Internal notes, select Required, limit access, and select the Admin role.
Choose Save to keep the field customisation.
On a form entry, confirm Internal notes appears for admins.
Connected effects: Required fields must be filled before create/update save succeeds. An Admin role on a field hides it from members on request; society admins still see and edit it. Missing Create essentials (for example Animal prefix, DOB, sex) block form save until restored.
Request a payable form as a society admin: open New Entry, fill fields and fees, Save to Cart, then continue from the unpaid banner.
On the form view, choose New Entry.
When submitting on behalf of a member, use the member picker.
Fill required fields such as Owner Prefix.
Under Registration fee options, choose the fee (for example Animal Registration Fee).
Choose Save to Cart to leave the entry in Pending Payment.
After Save to Cart, the unpaid banner offers Click here to make payment.
On create, you can also choose Pay by Credit Card to go straight to payment.
The entry status shows Pending Payment until checkout completes.
Connected actions: On forms with no fee, Create submits immediately (Automatic → Complete when apply succeeds; Manual → Pending Approval). Save to Cart sets Pending Payment and shows the unpaid banner. Pay by Credit Card opens payment (see Paying for unpaid forms).
Pay for form entries that are Pending Payment: open payment from the unpaid banner or Make Payment, select forms, then Pay by Credit Card.
From an unpaid entry, choose Click here to make payment. in the unpaid banner.
Or choose Make Payment on the entry action bar.
On Select forms for payment, confirm the checkbox for each entry to pay.
Submit with Pay by Credit Card to start checkout. Hosted card checkout is outside this how-to.
Connected outcomes: Save to Cart creates Pending Payment and the unpaid banner. After pay succeeds, Automatic forms move to Complete when apply succeeds; Manual forms become Payment Received Pending Approval. Apply failures leave New/Pending Payment unchanged. This pathway stops at Pay by Credit Card; the hosted gateway screen is not captured here.
Open a form entry and use Review, Complete, Reject, or Cancel. Outcomes for each action are listed under Connected actions.
On the form, open View Form Entries (or an entry in the Entries grid).
Open the entry you want to process.
Choose Review to mark the entry In Progress and open Update.
Choose Complete when the entry is ready to apply and finish.
Choose Reject to refuse the entry.
Choose Cancel to cancel the entry.
A finished entry shows Complete on the entry view.
