Manage Clients

3min

What are my Clients? Will you try to sell them things?

Any client you add to TIDY that you already work with is an existing client and considered a private client, and any client that books directly with you on your TIDY website is also your client. When we say "Private" we mean that we won't solicit them to use any of our features to manage their properties. They may choose to do so for some other reason, and we won't actively stop them, but by default they are yours. Some pros seem concerned about this, but we always advise property managers to use their existing service providers with the TIDY software anyway, and not switch. So you should not worry. If a client is already using TIDY, we may continue to solicit them (but in this case, they are already a user of TIDY prior to your relationship).

Why do I add my Existing Clients?

There are lots of features to help with scheduling, re-scheduling, to-dos, preferences and more. Another big benefit is that adding all your clients to one schedule gives you a single schedule of availability. Your clients can see this update in real time so they know when they can schedule with you.

Do clients need to do anything like use the app?

No, this is just a tool for you to use. Your clients don't need to do anything.

Are there fees for adding clients? Is it free

Yes, managing clients is free, or included in any subscription/plan. Other features may incur fees, such as credit card processing is a paid feature if you use that, but you do not have to.