Memberships

Quick advice and tips on how to manage your TidyHQ Membership ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ

Isaak Dury avatar Jenni Lumsden avatar Lauren Ford avatar
37 articles in this collection
Written by Isaak Dury, Jenni Lumsden, and Lauren Ford
Setting up Memberships for your Organisation

Fixed vs Rolling Memberships

What's the difference between Fixed and Rolling Memberships?
Isaak Dury avatar
Written by Isaak Dury
Updated over a week ago

Membership Levels

Setting up your Membership Levels to work the way you want them
Lauren Ford avatar
Written by Lauren Ford
Updated over a week ago

Membership Message Emails

Welcome new Members and set up reminders to keep Memberships paid and up to date
Isaak Dury avatar
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
Jenni Lumsden avatar
Written by Jenni Lumsden
Updated over a week ago

Importing Members

How to import contacts into memberships via groups with the bulk import feature
Lauren Ford avatar
Written by Lauren Ford
Updated over a week ago

Family Membership

Lauren Ford avatar
Written by Lauren Ford
Updated over a week ago

Cancelling One Membership

How to cancel a single/individual contact's membership
Jenni Lumsden avatar
Written by Jenni Lumsden
Updated over a week ago

Move a Group of Members from one Membership to another

Jenni Lumsden avatar
Written by Jenni Lumsden
Updated over a week ago

Tax invoicing in Membership

Lauren Ford avatar
Written by Lauren Ford
Updated over a week ago

Duplicate a Membership Level

Isaak Dury avatar
Written by Isaak Dury
Updated over a week ago

What is a Partial Membership?

Isaak Dury avatar
Written by Isaak Dury
Updated over a week ago

Can I create an Early Bird Membership offer?

Isaak Dury avatar
Written by Isaak Dury
Updated over a week ago

Adjusting the Membership Period

Isaak Dury avatar
Written by Isaak Dury
Updated over a week ago

Waiver Settings

Waivers (or Agreements) can be added to the Membership process
Isaak Dury avatar
Written by Isaak Dury
Updated over a week ago

Creating Membership Levels

Set up your memberships quickly and easily!
Isaak Dury avatar
Written by Isaak Dury
Updated over a week ago