TIDY Concierge

Concierge

TIDY Concierge

The Concierge combines our AI agent with 24/7 humans to help.

Manage Clients

TIDY for Pros provides powerful tools to help you manage your existing client relationships. Whether you have one client or a hundred, keeping everything organized in one place makes your business run more smoothly.

What Are Your Clients on TIDY?

Any client you add to TIDY is considered YOUR client—specifically, a "private client." This includes:

  • Clients you already work with before using TIDY
  • Clients who book directly through your TIDY website
  • Any client you personally add to the platform
Your private clients belong to you. TIDY will not solicit them to use TIDY's property management features or try to "take" them from you. They're your clients, and they stay your clients.

Will TIDY Try to Sell My Clients Anything?

No. When a client is marked as your private client, TIDY will not actively market to them or try to get them to switch to using TIDY for property management.

The only exception: If a client is already using TIDY as a property manager before you add them (meaning they found TIDY independently), we may continue normal communications with them as a TIDY user. But even in this case, we actively recommend that property managers work with their existing service providers—like you—rather than switching.

You should not worry about losing clients by adding them to TIDY. The platform is designed to help YOU manage your client relationships better, not to compete with you.

Why Should I Add My Existing Clients?

Adding your existing clients to TIDY unlocks powerful features that help you run your business more efficiently:

Centralized Scheduling

When all your clients are in one system, you have a single, unified schedule. This makes it easy to:

  • See all your appointments in one place
  • Avoid double-booking
  • Identify open time slots quickly
  • Share availability with new potential clients

Client-Specific Tools

  • To-Do lists: Track specific tasks for each property
  • Preferences: Remember each client's preferences
  • Job history: See all past work for a client
  • Communication: Keep all messages organized by client
  • Notes: Add private notes about properties or preferences

Real-Time Availability

When you add clients to your TIDY schedule, your availability updates automatically. Your clients can see when you're available for their next booking without needing to call or text you.

Professional Tools

  • Invoicing: Create and send professional invoices
  • Payment tracking: Monitor which clients have paid
  • Job documentation: Track what was done and when
  • Client links: Give clients their own portal to book and pay

Learn more about adding existing clients.

Do My Clients Need to Do Anything?

No. Adding a client to TIDY is purely for YOUR benefit as a tool to manage your business. Your clients don't need to:

  • Download an app
  • Create an account
  • Change how they work with you
  • Do anything differently

You can use TIDY to track and manage your work with them completely behind the scenes. They'll continue interacting with you the same way they always have.

Optional Client Features

If you want, you can give clients access to helpful features:

  • Online booking: Let them schedule directly via your website
  • Client portal: Give them a client link to view jobs and invoices
  • Online payments: Allow them to pay invoices through the platform

But these are all optional. You choose what to offer.

Many pros use TIDY purely as their own internal management tool without ever having clients interact with the platform directly.

Is There a Fee for Adding Clients?

No. Managing clients on TIDY is completely free. You can add as many clients as you want with no monthly fees or per-client charges.

What IS Free

  • Adding unlimited clients
  • Scheduling and calendar management
  • Job tracking and history
  • Basic invoicing
  • Client communication
  • To-do lists and notes
  • Your professional website

Optional Paid Features

Some features have associated fees if you choose to use them:

  • Credit card processing: Standard payment processing fees (similar to Square, Stripe, etc.)
  • Premium features: Certain advanced features may require a subscription
  • Job request access: Optional fee to receive job requests from property managers on TIDY

You're never required to use paid features. The core client management tools are free forever.

Learn more about invoices and payments.

Getting Started with Client Management

Ready to add your clients to TIDY? Here's what to do:

  1. Add your existing clients: Import or manually add clients you already work with (learn how)
  2. Set up jobs and schedules: Add recurring jobs or one-time appointments
  3. Configure preferences: Note each client's specific requirements
  4. Send client links (optional): Give clients online access if desired
  5. Start tracking: Use TIDY to manage all your client work

Advanced Client Management Features

Client Communication

Keep all your communication organized by client. Send messages, share job updates, and maintain a complete communication history.

Learn more about messages.

Automated Follow-Ups

Set up automatic reminders and follow-ups to stay in touch with clients without manual work.

Learn more about automatic follow-ups.

Job Requests from Clients

Enable clients to submit job requests directly, making it easy for them to book additional services.

Learn more about client job requests.

The more you use TIDY's client management tools, the more time you'll save. What used to require texts, emails, and spreadsheets can now be managed in one professional platform.

Privacy and Professionalism

Your client information is private and secure. TIDY protects both your business data and your clients' information with industry-standard security measures.

Learn more about privacy protection.

Need Help Managing Clients?

If you have questions about client management or want help getting started, contact TIDY Concierge Support. We're here to help you get the most out of these tools.