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 β€” 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
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My Calendar
View and manage your personal schedule β€” jobs, time blocks, and daily plan at a glance.
Admin + Team
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Time Sheet
Log work hours, track job progress, and view your time records across the week.
Admin + Team
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Team Calendar
See what the whole team is working on β€” all jobs and time blocks in one shared view.
Admin + Team
My Quick Links
Access job-related URLs in one click. Open customer sites, portals, and tools without searching.
Admin + Team
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My Account
Update your profile, change your password, manage notifications, and account preferences.
Admin + Team
Admin-Only Modules  Admin Only
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Categories
Create and manage job categories. Organise your work types for cleaner scheduling and reporting.
Admin Only
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Time Slot
Create recurring work assignments β€” define jobs, attach tool URLs, set schedules, and assign to team members.
Admin Only
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Manage Quick Links
Add, edit, and organise job links for the whole team. Control what appears in team member Quick Links.
Admin Only
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Team
Invite team members, manage roles and access, view staff list, and handle account settings.
Admin Only
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Organisation Settings
Set your financial year, week off days, and monthly working hours for the whole organisation.
Admin Only
Getting Started  New Firm
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Why TidySlot β€” The 5 Principles
Read this first. The philosophy behind TidySlot and how to configure it so the design actually works for your firm.
⭐ Start Here
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Is TidySlot Right for You?
Check your firm's mindset, structure, and vision readiness before signing up. An honest self-assessment.
Admin + Team
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TidySlot Discipline Guide
The five habits that keep TidySlot working β€” daily check-ins, category hygiene, time slot rules, and admin maintenance.
Admin + Team
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New Firm Setup Guide
Set up TidySlot for your firm in under 30 minutes β€” invite team, create categories, add time slots, and go live.
Admin Only
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Building Your Yearly Job List Sheet
How to build a job list for each service β€” rows = clients, columns = months. Works with any tool that has a URL. A prerequisite before setting up slots.
Admin Only
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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.
Admin Only
Using TidySlot  Admin + Team
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Understanding Your Slot
What a slot is, the two URLs every slot carries, what happens when it fires, and the full status lifecycle explained.
Admin + Team
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How to Use Job Statuses
When to mark Done, Not Applicable, Issue, or leave as Pending β€” with real CA firm examples for each status.
Admin + Team
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Before You Go on Leave
Review your slots, coordinate handover with a colleague, and ensure nothing falls through the cracks while you're away.
Admin + Team
Guides & Best Practices  All Firms
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Understanding Job List Types
A suggested framework for how service firms organise the files linked to their TidySlot slots. Best practice β€” not a TidySlot feature. Includes downloadable templates for CAs, CS firms, service businesses, and law firms.
Best Practice
πŸ” Browse All 133 Questions & Answers
Every question from every Help Centre page β€” in one searchable FAQ. Type anything to filter instantly.
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