What do you need to do to get your TidyHQ up and running!
There are some tasks that are required to go live with TidyHQ, to allow people to join your group as a member and pay for things like event tickets, memberships and invoices.
Initially, when you first sign up for TidyHQ you will not see things like Memberships, Events, Shop etc. You will need to go to Apps on the left hand side bar and select and install the apps you need for your organisation. Once you have done this you can get started working through the list of things below.
There are other tasks that may not be required but completing the list will help make your TidyHQ run organization run even smoother.
By the way, you don't have to do these lists in order :).
first steps First:
- Setup your TidyHQ details
- Setup your Date, Time & Currency
- Setup your Payment Settings: Stripe or PayPal
- Users and Roles - to set up the rest of your management group (e.g. Committee etc)
Things that you should set up next:
- Membership level emails
- Membership levels
- Logos & colours
- Setup your Public Facing Page
- Custom Fields
- Invoices & expenses
- Public Contacts
- Sponsors (if you have some)
- Apps (if you need them)
Things that you wanted to do (but you hadn't finished the previous two lists)
- Import your contacts (Finally! I thought she'd never get to that bit!)
Some more context
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