The first thing you’ll want to do is apply your Organisations Settings. This includes adding your Logos, Colour Schemes, Financial Calendar, etc.
Apply Organisation Settings
[ ] Organisation Name
[ ] Organisation Email
[ ] Postal & Physical Address
[ ] Contact Phone Number
[ ] Website (if not using TidyHQ as your Website)
[ ] Social Media Links
[ ] Upload your Logo File
Note: A 300x300 px PNG File is recommended, but GIF & JPG Formats are also supported. Our Support Team can assist if necessary.
[ ] Set your Organisations Primary Colour
Note: The selected colour will be used throughout the scheme for your TidyHQ Website. If you’re unsure of the exact colour, you can use the Colour Wheel selector as a guide, or our support staff can assist.
Contact Settings
You can use this setting to create unique ID or Serial Numbers for New Contacts as they’re added into TidyHQ. If you have Member ID’s with your current Member Database, you can use the same formatting (e.g ABC-01234) in TidyHQ.
Communicate Settings
Custom Fields
Date, Time & Currency Settings
[ ] Set Preferred Date & Time Format
[ ] Set Currency
Note: TidyHQ currently only supports the same Currencies that are supported by the Stripe Payment Gateway. To see if you’re Currency is selected CLICK HERE
[ ] Set Financial Calendar Start Date
[ ] Set Default Timezone
Note: Your default timezone is set during the sign up based on your City/State selection during the sign up process, but you can change this option easily enough.
Finance Settings
Tax Settings
Invoice, Expense & Deposit Settings
Finance Categories
Finance Categories is best explained as the Account Codes in Accounting Packages, such as Xero. TidyHQ provides a basic list of default Finance Categories, you can set up your own, merge unused Categories.
Note: Editing the name or merging a Finance Category after you’re started to take and record payments will update the Category on any existing transactions.
Membership Settings
Payment Settings
Web Page Settings