TidyStart

Session 1: Discovery Meeting

• Our team will explore your operational requirements & record important details
• We’ll determine the optimal Tidy set-up in order to accommodate your existing workflows & business processes
• After the session, we’ll go to work in the background setting up aspects of Tidy on your behalf

Session 2: Personalised Demo and Introduction

• We’ll walk you through the software step-by-step & explain, in detail, the relevant features that will help resolve the business challenges identified in Session 1
• It's valuable to also identify additional Tidy functionality that will optimise your business processes
• This demo is tailored to your business, so take advantage of opportunities to ask questions & get immediate feedback on what to do & how to do it within the system
• At the end of the session, we will help you connect to Xero & give advice on how best to organise your data to seamlessly integrate with Tidy & Xero

Session 3: Fine-Tuning and Final Steps

• Between Session 2 & 3 you’ll be working on the Tidy & Xero integration along with finetuning aspects of the Tidy setup for your business
• You can contact us through the chat function of Tidy or email us. If the going gets tough, we’ll give you a call to work through the details!
• As we run quality assurance over the set-up, we help to resolve any issues or uncertainties
• By the end of Session 3, many businesses are ready to roll and require no further assistance

Support

• Unlimited chat
• 3 hours of technical support

Terms and Conditions

• TidyStart is a service for Tidy customers.
• TidyStart support must be claimed within 30 days of Session 3
• TidyStart payment is due in advance of services rendered. Once payment is received, we’ll work with you to schedule Session 1.
• From experience, it’s best that we progress through the sessions at pace. Hence, we require completion of the entire TidyStart Module 1 within 30 days of Session 1. If, for reasons beyond Tidy’s control, the TidyStart Module 1 cannot be completed within 30 days of Session 1, Tidy holds no responsibility for delivering the remaining sessions or allotted support. No refunds apply
• All sessions are designed to be held via video conference. We send out a 2-hour meeting request for each session, which contains a conference link, to be held at a time convenient to everyone. If a session needs to be cancelled/rescheduled by the customer, 24-hour notice is required. Unattended sessions and late notices incur a $249/£129 fee.