Tidy

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

Features

Pricing

Changelog

Contact Us

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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