tidyHelp Center

Summaries & notifications

You won't miss what matters, and the rest won't disturb you.

Morning brief

Every morning, what's waiting for you, open payments and today's tasks arrive in your inbox at the time you choose. It can come at weekends too.

Notification levels

  • Critical: official notices, service cut-off warnings, enforcement notices and emails from VIPs. Always right away, even during quiet hours.
  • Important: client requests, approval requests, urgent emails and your rules.
  • Normal: new bills and payments.
  • Quiet: newsletters, promotions, updates; no notification.

For Important and Normal you can choose “Right away”, “Hourly, batched” or “List only”. Similar notifications that arrive together are grouped into one.

When Tidy is closed

If Tidy isn't opened within 2 minutes, critical notifications are sent to your own address as a short email. You can turn the same on for reminders.

Quiet hours

During the hours you choose, only critical notifications come through; the rest arrive together in the morning. You can also choose critical only at weekends and on public holidays. In vacation mode only critical notifications come through too.

Daily digest mode

Notifications other than critical ones don't arrive right away; they appear in the bell list and in the morning brief.

End-of-day and weekly summary

At the end of your working day, Tidy sums up what you closed and what's left for tomorrow. The weekly summary comes every Friday at the end of the day: what's done, what's late, who you wrote to most, next week's key dates and the time you saved. Both appear on the Today screen and can also come by email.