Please note: Memberships require that the Membership app (available from "Apps" in the sidebar from your club admin area) is installed in order to be able to use the membership functionality of TidyHQ. To find out more, see our Adding Apps support article.

Get started with your first membership level.

These are the main areas that make up each Membership Level.

Membership Name  

Everything needs a name. 

Tip: If you're planning on having new memberships each year, prefixing the level name with the year will help keep things easy to follow in the future and make reporting clearer e.g. 2021 General Membership 
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Membership Description

The membership description appears on your public page providing all the details about the membership level.
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This field is optional.
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Cover Image

A cover image will be displayed when a Contact selects the Membership to join.
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Rolling or Fixed?
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Rolling memberships start when they are registered and will need to be renewed at the end of the membership period when they expire. Use rolling memberships when you want your membership to start as soon as members register.
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Fixed memberships start on a specified start date. This means that regardless of when the members register, the membership starts on a fixed start date.
​Rolling and Fixed Membership plan types in more detail.
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Important Note: The member purchasing the Membership is always charged the amount you have published. For Memberships, all fees need to be included in the ticketed price.
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Length

The duration of the membership period. Depending on your membership type, the membership period will start when the membership is purchased (rolling), or on a specified date (fixed).

Individual/Family 

Individual memberships are for memberships where a single membership will be purchased.

Family memberships allow multiple people to register for a membership and allow different prices for adults and children.
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Note: Family memberships require at least one adult but allow children to be optional (for example; a membership with only two adults)

Membership Price

The cost of registering for the membership. This price will include Gateway processing fees (and may or may not include tax).  

Note: You must have a payment system  (Stripe) set up before you can accept new paid memberships online via TidyHQ.  
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Tip: When setting prices for family memberships, it's possible to create discount pricing by adding extra price tiers for additional members. 

Note:  if you wish to manually enter membership fees, then it is not necessary to set up a payment system and you can invoice your members and accept payment via direct debit or cash, depending on your preference.
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Category  

Set the finances category this membership will be recorded against. Choose from list or add a new category as required. Categories can be viewed/managed in Organisation Settings > Finance Settings tab.
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Auto-Renew

Use auto-renew to setup recurring payments (subscriptions) for your membership level. This membership will renew automatically until the member (or an administrator) cancels the membership.   

Note: A Stripe connection is required for Auto-Renew to work. PayPal is not supported for automatic recurring membership payments.  

Note: Auto-Renew will disable Reminders set up in Member Messages. They system will send an automated reminder, that can't be edited due to legislative requirements, approximately three (3) days before the Expiration Date.

Tip: In order for Auto-Renew to work your Visible To option can not be set to Admin Only and
If re-enabling Auto-Renew for a membership level, all memberships of this level will start being charged again until canceled.

Membership field options are the fields you want new members to fill out when registering. By default, first name, last name. and email is required on all registrations. Fields can be set as required, which are mandatory and will need to be completed to register. Optional fields are not needed to complete registration.  
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Tidy comes with a list of default fields – if we've missed any, you can use Custom Fields to collect almost anything you need. 

Tip: If you can't find the field you want, add a new Custom Field. This option is found at the bottom of the Add Field Option dropdown list. 

​Require Agreement

If required, you can include a Waiver in your registration process. If selected, a Waiver's settings includes an Agreement Title, Waiver (Agreement) description & details and an Agreement Acceptance Text.

Welcome Email, Renewal Reminder Email (including how many days prior to expiry), Renewal Success Expiry Notice and Expired Reminder are all messages that can be customised in each Membership.

Member Messages are explained in detail in this article.
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Tip: Editing the messages here will only update them for this membership level. Changing the default Messages text under Organisation Settings > Memberships will only affect subsequent (or newly created) membership levels.

Notify on Membership Updates

Select Admin, or even multiple Admins, to be notified via email of updates for this membership including when new members register and other important events.

Visible to

Sets the visibility of the membership level:  
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Admins only Restricts visibility to only administrators – useful for testing and life memberships (memberships you don't want the public to have access to).
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Groups Only contacts in selected groups have access.  
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Public Anyone visiting your public pages can view.

Note: If Membership level is set to Admin Only  Auto-Renew will not work

Auto-add Member to Group

By default, we'll add registrations to the 'Members' group (just hit the cross to remove this if needed). You can add and remove any groups you like.    
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Use auto-add member to group when you want to categorise new members easily and help keep track of things. In one example, we use auto-add member to group for a member approval process.
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Notes: groups will need to be created before the membership level creation process begins.

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