Welcome to TidyHQ!
You may be a committee that's new to TidyHQ or a new committee member. This factsheet will provide a quick summary of what the platform is all about and its features.
In this article:
What is TidyHQ?
TidyHQ is an online platform that brings together all of the administrative tools your committee needs to run your organisation in one place. Built on a foundation of good governance, transparency and succession planning, it has been designed to not only meet your committee's needs but the committee that comes after you.
The average committee volunteer spends an average of 11 hours per week running their organisation.
With TidyHQ this is significantly reduced by ~65% to an average of 4 hours per week.
Succession Planning
No matter how well someone is doing their job on their committee, all of it can be lost when they hand over the reins. TidyHQ builds a succession plan into your organisation by:
Assigning tasks and recurring tasks to roles (rather than just a person) so that when there is turnover, tasks can easily be reassigned to the new role holder
Hosting committee role descriptions for transparency across the committee, which detail each person's role and responsibilities
Making role descriptions and assignments easy to share with new committee members or to revisit annually within the committee for good governance
Contacts
Your contacts database is the backbone of your organisation's TidyHQ account. What often sits across a number of different spreadsheets or different committee members' phones, can all be housed in one place so that all committee members have access to this information.
Groups - Segment your contacts into useful groups, such as committee, sponsors, vendors, juniors, seniors, coaches, past players, event attendees, etc. With these groups you can quickly and easily target communications and content.
Custom Fields - Allows you to strategically collect all types of information about your contacts. These can be captured as open-ended text, dates, files, single or multi-select options.
Communicate
A common inbox for your committee to easily send and manage email and SMS communications.
Email - Send newsletters or targeted information to specific groups within your organisation
SMS - Send SMS to individuals or targeted groups with time-sensitive or important information like event changes or cancellations
Finances
A simple finance tool that tracks all transactions within your TidyHQ account (event tickets, memberships and merchandise) and includes:
Cashbook reporting
Manual invoicing
Xero integration (currently in beta testing)
Stripe integration across the platform to make payment administration easy
Tasks
A simple to-do list integrates tasks from across the TidyHQ platform, including those from Meetings and Events.
Admin users can manage their own list of tasks, while also having visibility of tasks set across the organisation
Reminders ensure tasks don't get missed
Repeating Tasks feature makes recurring tasks easy to manage and helps build in a succession plan when assigned to a specific role
Web Pages
Your organisation's built-in and easy-to-manage website allows anyone from your committee to take on the role of web developer.
Simple and intuitive page-building tools
Ability to share external links to make your website a useful information hub
Visible feature allows content to be targeted to certain groups
Integration with TidyHQ Events, Memberships and Shop so that updates are automatically pushed through to your website - no need to double handle
Memberships
Memberships are easy to maintain and administer on TidyHQ with a range of custom settings and automations.
Family and individual membership types
Collection of custom fields (information) about registrants, including documents
Auto-renew settings to make administration easy
Visible feature to allow certain memberships to be made available to certain groups
Custom membership lengths, including rolling and fixed timeframes
Stripe integration to make payment administration easy
Automatic integration and updating on your organisation's TidyHQ website
Meetings
Meetings was built with the secretary or minute-taker in mind, not only for good governance but as a tool to help run the meeting.
Agendas can be created quickly and collaboratively in advance but can also be edited for new items on the spot
Minutes can be shared live through meeting apps (like Zoom or Teams) to keep the meeting on track
Meeting details, attendance, decisions and tasks can be captured and organised
Meeting minutes are automatically formatted in an easy-to-share document
Events
Events provides the committee with intuitive planning and administration tools that makes the organisation of your event calendar easy.
Supports paid and free ticketing types, including restrictions options
Stripe integration to make payment administration easy
Monitor attendance and implement venue limits
Capture attendee information upon registration, including custom fields
Assign tasks to those involved in planning
Automatic integration and updating on your organisation's TidyHQ website
Duplicate entire events, including tasks, for ease of future planning
Shop
TidyHQ's e-commerce tool to support the sale of your organisation's merchandise, fundraising items and more.
Create item variants and set stock levels
Assign followers to the sale of individual items to streamline re-ordering and fulfilment
Stripe integration to make payment administration easy
Reporting tools for insights and trending
Automatic integration and updating on your organisation's TidyHQ website
Storage
TidyHQ's document storage solution enables the committee to share and access common documents, images and files.
25GB storage included in the Pro Plan
Upload logos and images to ensure all committee members are using the most up-to-date marketing collateral
Keep a record of meeting minutes, certifications, licenses, insurance documents, etc.
Help & Support Centre
TidyHQ prides itself on personal service provided by a knowledgeable team based in Australia.
The online Support Centre is available 24/7 with a library of how-tos and support articles
The team can be contacted directly at support@tidyhq.com or through the Messenger tool at the bottom right of this page
More information on TidyHQ training resources here
If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:
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