To create a clean and accurate group for next season's membership, it's good practice to start off by creating a new contact group.

In this example, the renewal is due for the existing 2017 Membership. We're going to create a new contact group called '2017 Ordinary Members' to collect all these contacts together.

Step 1.

Go to Contacts > Groups > Add

Step 2.

Next we'll edit the '2017 Membership' Membership Level.

To do this, we go to Memberships > Membership Levels and select the membership name to open up editing.

Step 3.
Now, under the heading New Member Data, there is an option Auto-add Member to Group. Β We simply search and Add the contact group we just created.

Step 4.

Next, make sure the auto-renewal reminders box is ticked.

Step 5.

So now we've set automatic reminders to occur, Tidy will send out a generic reminder email to everyone who's currently a member.

The email will look something like this:

Now if members renew online via TidyHQ, the system will automatically update the member's contact profile with the next membership term and they will also be auto-added to the 2017 Ordinary Members group.

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πŸ‘‰ Membership Levels

πŸ‘‰ Fixed vs Rolling Memberships

πŸ‘‰ New. Manual, Individual Membership

πŸ‘‰ Importing Members

πŸ‘‰ Family Membership

πŸ‘‰ Membership Renewal Reminder Emails

πŸ‘‰ Canceling One Membership

πŸ‘‰ Contacts and Members logging in

πŸ‘‰ Move a Group of Members from one Membership to another

πŸ‘‰ Canceling Multiple Memberships

πŸ‘‰ Tax invoicing in Membership

πŸ‘‰ Duplicate a Membership Level

πŸ‘‰ Recording Manual Membership Payments

πŸ‘‰ Viewing Membership Detail info via Memberships > Reports

πŸ‘‰ How to Re-Activate a Cancelled Membership

πŸ‘‰ Creating Membership Levels

πŸ‘‰ Quick View of Active and Inactive Members

πŸ‘‰ What is a Partial Membership?

πŸ‘‰ Can I create an Early Bird Membership offer?

πŸ‘‰ Move a Contact from one Membership Level to another

πŸ‘‰ Deleting a Membership Level

πŸ‘‰ Adjusting the Membership Period

πŸ‘‰ Changing the start or end dates of a membership

πŸ‘‰ Membership Level emails

πŸ‘‰ Waiver Settings

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