Welcome to our getting started guide!
Hello Organizers
Welcome! We're excited to help you build a thriving community. Our platform offers the best of both worlds:
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Tidy: A robust web portal where you can effortlessly manage memberships, finances, websites, and more.
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HeyConnect: A dedicated mobile app that brings your community together through chat, events, and shared activities.
To get started, simply sign up for Tidy and then add the HeyConnect app. Both are free to try! Let's go!
Quick guide to get started!
2. Connect
your org
On mobile:
a. Log into Tidy
b. Log into Hey: Click
HeyConnect logo (top left)> + Community > Select your org in Tidy > Click Authorize
3. Verify your
community
In Hey:
Go to Groups > Directory to see synced members
Go to Events to see synced events from Tidy
4. Create member content
In Hey:
a. Add groups: + Create group (you can invite people now or later).
b. Post a welcome message: + New Post
5. Invite
members
In Hey:
Click your community logo/name (top left)> Select your community settings> Click "share an invite link"
Step by Step Detailed Instructions
Step 1: Download and sign up
1. Sign into TidyHQ.
2. Go to your mobile phone and download HeyConnect available in both the Google and Apple stores.
3. Sign up using your Tidy admin email address.
Pro Tip: turn on notifications and put the app on your home page so you can see new activity in your community.
Step 2: Connect your organization
a. Tap the "HeyConnect" logo at the top left to access community options.
b. Select " + Community" and find your TidyHQ Organization.
c. Authorize the connection to sync accounts and data securely
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What's Synced?​
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All accounts in TidyHQ (Note: we do not sync contacts) which means any user that has signed into your organization in TidyHQ. To see which contacts have accounts in TidyHQ>Contacts>add column "TidyHQ Account Email". If it is blank they do NOT have an account and will not be synced with Hey. To turn a contact into an account: go to Tidy> contact details>Account Information>Connect account (contact email must be unique). Note: nobody has been notified about the app yet so you can get it set up as you'd like, before inviting them.
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Your recently posted events in Tidy will appear in the HeyConnect calendar.
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Any groups in Tidy you have flagged to publish in Hey. In Tidy, contacts >Groups >Edit >HeyConnect Settings >"Publish to Hey"
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Your logo from TidyHQ. If you don't see it go back to Tidy to check you have uploaded one - Org Settings>Logos & Colors
Note: to manually sync go to your logo in the top left >select your community> settings > Sync with TidyHQ​
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Step 3: Verify your community
Check user sync:
Go to Home > Directory" to see synced members.
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Want to invite others?
Tap your community icon in the top left, select settings for your organization
Select "share invite link".
Note:
Anybody that signs up to join your community in Hey will be added to Tidy. You can see them in Tidy, Contacts >Groups> "Hey app users (active)"
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Step 4: Create and manage groups
Why groups?
Groups help you create private spaces for teams, captains, volunteers, or any subset of your community. Each with their own private events and chat!
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How to set up groups in Hey
1. Click + Create Group
2. Add a group name, image and description
3. Decide if it's private or discoverable by your members.
4. Groups created in Hey will be synced with Tidy.
Pro Tip: Assign group admins to invite group members and, manage communications and activities. The best way to do this is to start off just adding the admin to the group
Already got groups set up in TidyHQ?
You can easily sync existing or new Tidy groups with Hey. In Tidy, contacts >Groups >Edit >HeyConnect Settings >"Publish to Hey"
You may need to sync again if you published the groups in Tidy after step 2. To manually sync go to your logo in the top left >select your community> settings > Sync with TidyHQ​
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Step 5: Create member content
Get members Excited
It's a great idea to personalize your community and add some content to make sure members have a great first experience!
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Post a welcome message
Click + New Post > Select community
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Step 6: Launch your community app!
Invite members to the app
​There are a couple of ways to invite members into your community app.
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​​​From HeyConnect
1. Share the community link: Click on the logo in the top left. Select the settings button for your community. This will display a link that you can share.
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2. Share a group link: Go to your HeyConnect. Groups>Select Group> Click share icon
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Pro Tip: Start with a smaller subset of users first - just one team or group, or perhaps just the group admins or captains. Create group>Share link>send a text
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From Tidy
Communicate-> New Email -> Select the group that you'd like to invite to use the app. Craft your welcome message including the group or community link.
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Data in Tidy vs HeyConnect
Manually Sync HeyConnect with Tidy
If you have updated your logo, published Tidy groups or added new members to Tidy that you'd like to add to HeyConnect. Go to the mobile app, click logo in top left > Find your community > Settings > "Sync with TidyHQ"
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Who's been added to HeyConnect?
There are two new groups in Tidy:
a. "Hey app users (authorized)" that matches the member directory in HeyConnect. It should include everyone in Tidy that has an account. If someone joins your community in Hey via a link, we will create an account for them in Tidy and you will see them added to this group.
b. "Hey app users (active)" this will show you the users that have signed up for Hey and have been active in the last 90 days.
Note: If you want to know which HeyConnect users in your community are not members, you can run a report in Tidy.
Who has signed up for HeyConnect?
Users in HeyConnect that have signed up will have a profile picture. If it's grey - they haven't signed up yet.
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