Tidy

👨‍👩‍👧‍👦 Quick advice and tips on how to manage your TidyHQ Membership 

Memberships

How do I opt out of an Auto-Renewing Membership?

Creating a membership for someone else sets up a Family Link.

Registering a membership for someone else

Learn how to renew your membership hassle-free even without a renewal email. Visit your portal, log in, and click 'Renew'!

Renewing Your Membership

If your organisation uses TidyHQ to manage memberships, this section is for you!

For Members

Quickly create Membership Levels in TidyHQ with options for both Fixed and Rolling types, easily accessible from the Memberships section

Creating Membership Levels

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

Membership Levels

What's the difference between Fixed and Rolling Memberships?

Fixed vs Rolling Memberships

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

Membership Message Emails

Set up Family Memberships in TidyHQ: Choose 'Family' option, select child inclusion, set varied pricing for members, and track in admin view

Family Membership

Easily set up tax invoicing in your Membership with TidyHQ. Customize tax options to fit your country's requirements hassle-free!

Tax invoicing in Membership

What is a Partial Membership?

Can I create an Early Bird Membership offer?

Adjusting the Membership Period

Life Memberships (or Memberships not viewable by the Public)

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

Waiver Settings

Create personalised membership messages for membership levels.

Merge Fields for Membership Messages

Activate digital membership cards for your members

Digital membership cards

Let members complete signup now and pay later by invoice.

Allow invoice payments at checkout for memberships

Memberships auto-renew feature

Duplicate a Membership Level

Deleting a Membership Level

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

Create a New Contact Group for Next Year's Membership

Everything you need to check before renewal season kicks off.

Guide: Getting Ready for Renewal Season

Setting up Memberships for your Organisation

How to help potential members who want to join your organisation through TidyHQ.

Getting Members to join via your site

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

Manually Create a Membership for a Contact

Recording Manual Membership Payments

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

Importing Members

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

Managing Member Approvals

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

Manual Renewal of Memberships

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

Changing the start or end dates of a membership

How to cancel a single/individual contact's membership

Cancelling One Membership

How to Re-Activate a Cancelled Membership

Cancelling Multiple Memberships

Transfer members between membership levels

Move a Contact from one Membership Level to another

Move a Group of Members from one Membership to another

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

New Member Notifications for Association Enterprises

Who needs to know when someone joins your Organisation

Notify about new Membership

Find out what contacts and members can see when they visit your Tidy website and when logged into their TidyHQ account.

Member access to information in TidyHQ

Understand the differences between a member, a membership, a membership level and a subscription.

Membership terminology

Managing Memberships

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!

Finding Active and Expired Members easily

Quick View of Active and Inactive Members

The most efficient way to see data and trends on your membership database.

Report on your membership database

Effortlessly export and manage member information in PDF and CSV formats with TidyHQ.

Reporting and Managing Member information

Discover how to create member groups using Reports in TidyHQ. Stay organized, email efficiently, and track memberships effortlessly!

Using Reports to create a Group

Learn how to effortlessly order and organize report results in TidyHQ. Ascending or descending, customize your reports for better insights!

Ordering results in Reports

Membership Status levels

Whether you're tracking growth, revenue, or retention, this tool helps make sense of your membership data, month by month.

Membership Analytics (Beta)

Overview / Reports

Features

Pricing

Changelog

Contact Us

Find answers and get help from Intercom Support and Community Experts

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