Memberships

Renewing Your Membership

How to renew your membership if you haven't received a membership renewal email

Written by Nat Ng
Updated over a week ago

New Member Notifications for Association Enterprises

When your parent association registers a new and renewing member for you, you can choose who gets notified about it.

Written by Isaak Dury
Updated over a week ago

Manual Renewal of Memberships

Renew soon to be expired, or expired memberships on behalf of your members via the Admin area

Written by Jenni Lumsden
Updated over a week ago

Managing Member Approvals

How to process membership applications using Tidy - for when you require applicants to be approved before they can become a member

Written by Nat Ng
Updated over a week ago

Contact & Members logging in

Contacts viewing their TidyHQ Account Settings and their Profile

Written by Nat Ng
Updated over a week ago

Fixed vs Rolling Memberships

What's the difference between Fixed and Rolling Memberships?

Written by Isaak Dury
Updated over a week ago

Membership Levels

Setting up your Membership Levels to work the way you want them

Written by Nat Ng
Updated over a week ago

Membership Message Emails

Welcome new Members and set up reminders to keep Memberships paid and up to date

Written by Isaak Dury
Updated over a week ago

Manually add a Contact to a Membership

Manually create a new Membership for a Contact from the Admin Dashboard

Written by Jenni Lumsden
Updated over a week ago

Importing Members

How to import contacts into memberships via groups with the bulk import feature

Written by Nat Ng
Updated over a week ago

Family Membership

Written by Nat Ng
Updated over a week ago

Cancelling One Membership

How to cancel a single/individual contact's membership

Written by Jenni Lumsden
Updated over a week ago

Move a Group of Members from one Membership to another

Written by Jenni Lumsden
Updated over a week ago

Tax invoicing in Membership

Written by Nat Ng
Updated over a week ago

Duplicate a Membership Level

Written by Isaak Dury
Updated over a week ago

What is a Partial Membership?

Written by Isaak Dury
Updated over a week ago

Can I create an Early Bird Membership offer?

Written by Isaak Dury
Updated over a week ago

Adjusting the Membership Period

Written by Isaak Dury
Updated over a week ago

Waiver Settings

Waivers (or Agreements) can be added to the Membership process

Written by Isaak Dury
Updated over a week ago

Recording Manual Membership Payments

Written by Isaak Dury
Updated over a week ago

Quick View of Active and Inactive Members

Written by Isaak Dury
Updated over a week ago

Changing the start or end dates of a membership

Need to extend the expiry date of a single Contact's membership?

Written by Isaak Dury
Updated over a week ago

Create a New Contact Group for Next Year's Membership

Create a clean and accurate group for next season's membership reminder

Written by Jenni Lumsden
Updated over a week ago

Finding Active and Expired Members easily

Being able to communicate to those that haven't renewed their membership is important. Here's how you can do it quickly using Smart Groups!

Written by Isaak Dury
Updated over a week ago

How to Re-Activate a Cancelled Membership

Written by Jenni Lumsden
Updated over a week ago

Move a Contact from one Membership Level to another

Transfer members between membership levels

Written by Isaak Dury
Updated over a week ago

Cancelling Multiple Memberships

Written by Jenni Lumsden
Updated over a week ago

Deleting a Membership Level

Written by Isaak Dury
Updated over a week ago

Viewing Membership Detail info via Memberships > Reports

The most efficient way to see membership details regardless if it is Active, Partial, Expired or Cancelled

Written by Nat Ng
Updated over a week ago

Reporting and Managing Member information

Written by Isaak Dury
Updated over a week ago

Creating a Custom Memberships Report

Written by Isaak Dury
Updated over a week ago

Using Reports to create a Group

Written by Isaak Dury
Updated over a week ago

Memberships Terminology

Understand the difference between a member, a membership, a membership level and a subscription

Written by Nat Ng
Updated over a week ago

Ordering results in Reports

Written by Isaak Dury
Updated over a week ago

Membership Status levels

Written by Isaak Dury
Updated over a week ago