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Quick advice and tips on how to manage your TidyHQ Membership ๐จโ๐ฉโ๐งโ๐ฆ
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37 articles in this collection
Written by
Isaak Dury,
Bev Bush,
Jordon Hughes
and 1 other
Renewing Your Membership
How to renew your membership if you haven't received a membership renewal email
Written by
Bev Bush
Updated over a week ago
Getting your committee on board with TidyHQ
TidyHQ Facts and Info Sheet
Written by
Jenni Lumsden
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
Merge Fields for Membership Messages
Create personalised membership messages for membership levels.
Written by
Bev Bush
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
Jordon Hughes
Updated over a week ago
Memberships
Membership Levels
Written by
Bev Bush
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
New. Manual, Individual Membership
Manually create a new membership from the Admin Dashboard
Written by
Jenni Lumsden
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
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
Jordon Hughes
Updated over a week ago
Family Membership
Written by
Bev Bush
Updated over a week ago
Membership Renewal Reminder Emails
Set up reminders to keep memberships paid and up to date
Written by
Isaak Dury
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
Contacts and Members logging in
What is visible to Contacts and/or Members
Written by
Bev Bush
Updated over a week ago
Move a Group of Members from one Membership to another
Written by
Jenni Lumsden
Updated over a week ago
Cancelling Multiple Memberships
Written by
Jenni Lumsden
Updated over a week ago
Tax invoicing in Membership
Written by
Bev Bush
Updated over a week ago
Duplicate a Membership Level
Written by
Isaak Dury
Updated over a week ago
Recording Manual Membership Payments
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
Bev Bush
Updated over a week ago
How to Re-Activate a Cancelled Membership
Written by
Jenni Lumsden
Updated over a week ago
Creating Membership Levels
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
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
Move a Contact from one Membership Level to another
Transfer members between membership levels
Written by
Isaak Dury
Updated over a week ago
Deleting a Membership Level
Written by
Isaak Dury
Updated over a week ago
Adjusting the Membership Period
Written by
Isaak Dury
Updated over a week ago
Changing the start or end dates of a membership
Written by
Isaak Dury
Updated over a week ago
Membership Level emails
A guide to help you setup emails to go out to your new members.
Written by
Isaak Dury
Updated over a week ago
Waiver Settings
Written by
Isaak Dury
Updated over a week ago
Overview / Reports
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
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