Account Settings

The "More" menu is your central settings hub where you can manage everything about your account — from branding and language to payment methods, notification preferences, and feature configuration. On desktop, settings pages open in a side panel so you can keep the main menu visible. On mobile, each settings page opens full-screen.

Settings Overview

The More page organizes your settings into groups:

• Account — Account type, language preferences, and notification settings
• Payment — Card on file, payment settings, credits and bundles, gift cards, current pricing, and subscription management
• Properties — Quick access to your first two properties, a "View All" link, and an option to add a new property
• Features — Backup times, cancellation options, custom fields, service renaming, integrations, automations (workflows), and go-live settings
• Additional — API documentation and help & support

There is also a search box at the top of the More page that filters all settings options in real time as you type. This is the fastest way to find a specific setting.

Account Type

Your account type determines which features and navigation options are shown throughout the app. The options are Rental, Company, and Home. You can switch your account type from More > Account Type, but we strongly recommend you don't change it unless you have a specific reason. If you manage any rental properties, you should always have Rental selected.

Contact Information

Update your account contact details — including your name, email, and phone number — from More > Contact Info. Keeping your contact info up to date ensures you receive important notifications and that your pros can reach you.

Branding

You can set up custom branding to make the software look more like your brand. To customize your logo and background color, access the "Branding" section in the "More" menu.

Customizing Your Background

In desktop resolution, you can change the background color of your app. There are two different customizable options: 1) Default TIDY Background and 2) Solid Color.

• Default TIDY Background: This option is selected by default, and will display a house interior picture as your background.
• Solid Color: You can enter a color hex code and set it as the background. If you are not familiar with hex code, there are color picker tools available online, like this one.

Customizing Your Logo

You can also add your company's logo and change the default TIDY's ribbon icon located at the top left corner. Select the "Upload Image" option, and upload an image file from your local storage. This change will reflect in desktop and mobile resolutions.

App Translation

TIDY allows you to translate the app to multiple different languages, according to your needs. You can adjust that by going to the "More" section and selecting "Display Language". Then, just pick your preferred language.

Backup Times

Configure default backup time preferences for your jobs. Backup times are alternative time slots that TIDY can use if your preferred time is not available. Go to More > Backup Times to set these up.

Cancellation Options

Configure your cancellation rules from More > Cancellation Options. This controls the cancellation policy for jobs booked through TIDY, including how far in advance a job can be cancelled and any associated fees.

Custom Fields

If you use a PMS integration, you can manage custom data fields from More > Custom Fields. Custom fields let you bring additional property data from your PMS into TIDY, so your team has all the information they need in one place.

Service Renaming

Rename service types to match your company's terminology. For example, you might rename "Cleaning" to "Turnover" or "Housekeeping". Go to More > Service Rename to customize these labels.