Help Centre

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Step-by-step guides, screenshots, and videos for every TidySlot module.

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TidySlot's One Rule

"Your team should never have to think about what to work on or where to find it. Every scheduled job takes them directly to the work — one click to the exact sheet, tool, or page they need. No searching. No tab-hopping. No losing the thread."

Modules for Everyone Admin + Team

View and manage your personal schedule — jobs, time blocks, and daily plan at a glance.

Log work hours, track job progress, and view your time records across the week.

See what the whole team is working on — all jobs and time blocks in one shared view.

Access job-related URLs in one click. Open customer sites, portals, and tools without searching.

Update your profile, change your password, manage notifications, and account preferences.

Admin-Only Modules Admin Only

Create and manage job categories. Organise your work types for cleaner scheduling and reporting.

Create recurring work assignments — define jobs, attach tool URLs, set schedules, and assign to team members.

Manage Quick Links

Add, edit, and organise job links for the whole team. Control what appears in team member Quick Links.

Invite team members, manage roles and access, view staff list, and handle account settings.

Organisation Settings

Set your financial year, week off days, and monthly working hours for the whole organisation.

Getting Started New Firm

Why TidySlot — The 5 Principles

Read this first. The philosophy behind TidySlot and how to configure it so the design actually works for your firm.

Is TidySlot Right for You?

Check your firm's mindset, structure, and vision readiness before signing up. An honest self-assessment.

TidySlot Discipline Guide

The five habits that keep TidySlot working — daily check-ins, category hygiene, time slot rules, and admin maintenance.

New Firm Setup Guide

Set up TidySlot for your firm in under 30 minutes — invite team, create categories, add time slots, and go live.

Building Your Yearly Job List Sheet

How to build a job list for each service — rows = clients, columns = months. Works with any tool that has a URL. A prerequisite before setting up slots.

Setting Up a New Team Member

Create their account, assign slots via Manage Time Slot, share job list sheets, and get them productive on Day 1.

Using TidySlot Admin + Team

Understanding Your Slot

What a slot is, the two URLs every slot carries, what happens when it fires, and the full status lifecycle explained.

How to Use Job Statuses

When to mark Done, Not Applicable, Issue, or leave as Pending — with real CA firm examples for each status.

Before You Go on Leave

Review your slots, coordinate handover with a colleague, and ensure nothing falls through the cracks while you're away.

Guides & Best Practices All Firms

Understanding Job List Types

A suggested framework for how service firms organise the files linked to their TidySlot slots. Best practice — not a TidySlot feature. Includes downloadable templates for CAs, CS firms, service businesses, and law firms.

🔍 Browse All 133 Questions & Answers

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