HerdPlan Help

Setting up a farm

You can connect to an existing farm if invited, or set up a new one.

First time logging in

The first time you log in you will be asked to confirm some details. Don't worry, you can always change these in future if you want through the account settings.

Set account details

Create a farm, or Join a farm?

If you are a farmer who has just joined, you will have to create a new farm.

If you were invited into a farm that already exists, then you can accept the invitation.

Creating a farm

  1. If you need to create a farm, there's a simple link to get started.

    Click here to set up a new farm

    This launches a short three-step form to capture information about your farm.

    Farm Setup Wizard
  2. CPH number and Assurance Scheme

    Farm Wizard Step 1
  3. Address

    Farm Wizard Step 2
  4. Contact Details

    Farm Wizard Step 3

Accepting an invitation

  1. If you have invitations to join a farm organisation, you will see them in the "Your Invites" card on the dashboard.

    first-login-farm-invite.png
  2. Clicking respond will show more information about the organisation and who has invited you.

  3. You can "Accept" the invitation to join the organisation, "Reject" to cancel the invitation entirely, or 'Cancel' and come back later.

    Invite-response.png

No Subscription

You may see this warning whilst setting up your farm. Don't worry, this will be resolved by your Vet.

No subscription
Last modified: 12 August 2025