Memberships

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

Membership Levels

Written by Bev Bush
Updated over a week ago

Fixed vs 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

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