Manage your team with Tidy

With Tidy you can also add other team members to your account, schedule jobs and assign customers to them. Team members can only see their schedules, and can use the payment options to take payments on your behalf.

How Tidy for Teams could help you grow your business

Another innovative function Tidy offers is the ability to add and manage team members from your account. Simply select Manage Team from your profile and follow the steps to invite other users.

Tidy centralises and automates various administrative functions, allowing team members to collaborate seamlessly and focus on core business activities. Tidy is extremely user-friendly and simplifies tasks such as scheduling jobs, automatically creating invoices, tracking payments and offering fast and convenient payment options.

How Tidy gives you control

Be assured that Tidy team members only have access their own schedules and cannot access the team manager’s account. However they can request payment for jobs completed and funds go directly to the team members account.

In today’s fast-paced business environment, Tidy can make all the difference in streamlining operations, improving communication, and fostering teamwork. Say goodbye to manual administrative tasks and hello to a more organised, productive, and connected team – the ultimate business admin solution for small businesses, sole traders and freelancers.

How to set up your team in Tidy

It’s easy to start managing your team on Tidy – simply follow the steps below:

Add a team member

Navigate to your profile and select Manage Team

Set up your team

Tidy prompts you to start adding team members

Invite your team

Add the name and email address of your team member

By adding your jobs or bookings to the Tidy App, you’ve just streamlined your business admin

Benefits of team work:

A Tidy account holder has the ability to invite other team members.
The team manager can allocate jobs to the team members they have invited.
Team members can only see jobs they’re allocated on their schedule.
Team members can take payments on behalf of the team manager.
Team members cannot modify business profile information or access the Stripe account associated with the team manager.

Manage your team on Tidy and streamline your business

Efficiently schedule customer jobs for your team with Tidy and make your business run smoother and more efficiently than ever. Manage customer appointments for multiple team members, automate your invoicing, and track payments across the team with ease. Start using Tidy today to streamline your workflow, and grow your business.