We’re always working hard to make TidyHQ better and better! Here’s what we’ve shipped recently.

🐛 Bugs & Fixes

We know AGM season is coming soon, so 📅 Meetings have had some small fixes now with much more on the way…

• Meeting agenda titles can now include HTML special characters like &, < and > .
• Calendar attachments for Meeting invites now list the end time correctly.
• Past Meetings with Zoom links no longer complain that the link’s expired.

🎟️ Events have had some TLC too:

• When sharing an Event, the social media preview now shows the event image and title, with start & end times and location in the description.
• We’ve increased the limit for the number of event invitees.
• If a Pass Code has leading or trailing spaces, we now ignore those for everyone’s convenience.

🧑 Members and Contacts have seen several improvements:

• “New Membership” and “New Membership Level” are now available as quick actions when hovering over the left sidebar.
• Fixed a bug in Membership Analytics that was causing incorrect membership counts in certain situations.
• The “Direct Phone” field is now available as a column in Membership Reports.
• Fixed a bug with Smart Groups when filtering by membership of other groups.
• Fixed a bug when sorting contacts by a custom field.

👑 Administrators also get some love:

• When merging contacts, any Admin roles are now retained from both sides of the merge, not just taken from the primary contact.
• When an Admin doesn’t have any permissions and tries to view the Dashboard, they now get a sensible error message.

Our Google Analytics app works great with the latest style of identifier codes, and now the in-platform help and support docs have been updated to reflect that.

The online version of an invoice now includes custom payment information (just like the PDF does).

Lastly, there is a limit on the length of the contents of a text box. We now validate this length up-front in even more places: on the Home page of the website, and in Email signatures. Now if something's too long, you'll get an explanation instead of an error.

🧩 Projects upgrades

🎯 Project Task assignment has seen some huge improvements:

• What was 6 clicks to assign a task is now just 2.
• We’ve also added unassigned Role alerts, one-click removal and enhanced task views.

✉️ Project Messages have also had plenty of love:

• Incoming pending messages are now displayed on the projects list and projects overview. So you can keep track of any outstanding messages.
• Now with a three-stage status: Pending → In Progress → Resolved.
• Messages can now be assigned to club roles.
• Notifications link directly to the discussion.
• We’ve added messages metrics to project overview to get quick insights into messages within a project.

📈 Project Metrics have also been upgraded for peak bodies. Your new Overview tab features essential metrics including:

• Message volume tracking
• Assignment percentage monitoring
• Project progress visualisation.

Last but not least, Project Tasks now show up on the Dashboard calendar just like ordinary tasks!

We hope these updates enhance your experience with TidyHQ. Your feedback is invaluable to us, so please feel free to share your thoughts or any issues encountered. Thank you for your continued support!

We’re always working hard to make TidyHQ better and better! Here’s what we’ve shipped recently.

💌 Feature: Email pre-headers

TidyHQ emails now include a pre-header. That means your recipients will receive more useful information when previewing emails.

Our email template includes the name of the organisation, its web address, the user's email address and the email’s subject line, all at the very start before the message content.

But when your email reader shows that as the preview text, it’s not very useful…

Now, our emails have been tweaked so that this text is removed from the part of the email which is used for the pre-header. We can even remove some initial greetings (like "Hi Member Name,")…

We believe that this will make your organisation’s emails more engaging in your members’ inboxes, and in turn more likely to be opened.

🐛 Bug Fixes

• When entering a promo code, any existing ticket quantities are no longer cleared.
• Our database has a limit on how long the contents of a text box can be. We now validate this length up-front in more places: Meeting descriptions, Project answers and Project tasks.
• When updating the start or end dates of an existing membership subscription, it’s no longer possible to blank out either date. This will prevent problems at renewal time.
• Fixed an issue where a member could send duplicate RSVPs to a meeting.
• When deleting or merging a Contact, we update the references to the former contact. We’ve fixed a few bugs here across Email Signatures, Finances, Storage and Trash.
• Sorting by “To” in Communicate works again.
• Auto-renewals have several criteria which must be met before we can charge your member’s card. We’ve updated the informational text in the platform and the cancellation email to help explain what’s going on a little better.
• We love our customers across the world! In Billing we now show amounts as explicitly being in A$ (Australian dollars) to make things a little bit clearer.
• Fixed a bug in the Events .ics public calendar feed generation.
• The help popover for the “Published?” option in a web page now works.
• Organisation/Personnel links should now work entirely as expected.
• Mail merge of the Company name now works as expected for Organisational contacts in membership emails.
• Last but not least, we’ve shipped a few bug fixes for our new Membership Analytics feature which we launched in beta at the start of the month. If you’ve come across an edge case, please let us know.

We hope these updates enhance your experience with TidyHQ. Your feedback is invaluable to us, so please feel free to share your thoughts or any issues encountered. Thank you for your continued support!

We’re delighted to announce the launch of a new (and highly-requested) feature: Membership Analytics!

🔍 Getting Started

You’ll find this feature under Memberships > Analytics.

From here, you can:

• Filter by Membership Level
• Choose a date range
• Export the data as a CSV for further analysis

👥 Memberships Summary

Track how your member base is changing each month.

Metrics:

• Members Gained – Number of members who started one of the selected memberships during the selected period.
• Total Members – Count of members with at least one of the selected memberships active at any point in the period.
• Average Revenue per Member – Total revenue divided by paying members (excludes free memberships).
• Lifetime Revenue – Total revenue from all memberships.

📊 The chart shows monthly membership activity:

• 🟩 New – First-time active members that month
• 🟦 Existing – Ongoing active members
• 🟥 Churn – Members whose memberships ended and weren’t renewed

Note: Membership billing cycles (e.g. monthly, annual) are normalised to a monthly basis to ensure fair comparisons across all memberships.

💸 Monthly Recurring Revenue (MRR)

Keep track of your income from memberships over time with clear visibility into recurring revenue.

Metrics:

• MRR Growth – Change in Monthly Recurring Revenue between the first and last month of the selected period.
• Average MRR – Average MRR across all months in the selected period.

The chart categorises revenue each month into:

• 🟩 New – Revenue from newly joined members
• 🟦 Existing – Ongoing recurring revenue
• 🟥 Churn – Revenue lost from members who did not renew

Note: MRR is normalised. For example, a $120 annual membership is displayed as $10 MRR per month.

📋 Full Breakdown Table + Export

Scroll to the bottom to see a detailed table with all the data that powers the analytics above.

For each month and each membership level, you'll find:

• Member counts: New / Existing / Churn
• Monthly Recurring Revenue: New / Existing / Churn

Click on a summary type to each membership level's contribution to the total, or Export CSV at the top of the page to download this data for use in Excel or Google Sheets.

⚙️ Assumptions and Behaviour

To keep things consistent and reliable, some assumptions have been made:

1. Cancelled memberships are excluded
2. Billing and period changes are handled historically

These decisions are designed to keep historical data stable and reflect what actually happened at the time.

⚠️ Heads up: This feature is currently in beta. We're still fine-tuning things, and your feedback is very welcome. Just reach out to the support team with any thoughts, bugs, or suggestions.

We’re always working hard to make TidyHQ better and better! Here’s what we’ve shipped recently.

Bug Fixes

• Users of our API can now identify when a contact is the primary contact in a family grouping using the is_primary field on contact records.
• When you upload a cover image for a membership, we now make sure that it’s actually an image.
• Improvements to phone number validation.
• The Group Messaging feature can be a little confusing - it’s so members can message each other, with inbound emails from non-members rejected. We’ve updated the description to reflect this.

We’ve been having email queuing issues recently across the platform for emails (such as weekly notices). We’ve identified database performance as a cause, and to improve it we’ve both upgraded the database CPU and RAM, and made some other configuration tweaks.

Tidy Connect updates

New: Project Assignment ✅

You can now assign projects directly to admins — this applies to both internal and connected projects. For connected projects, participants can also assign admins within their own organisation.

• The project list now shows who’s assigned to each project — not just the owner.
• Fix: Previously, participants could see the project manager’s name (even when it wasn’t relevant). That’s now resolved.

Say you have a manager who sets up all required projects in Tidy. Once those are in place, they can now assign the right team member to take ownership of the project — overseeing its completion and managing communication with connected organisations.

 Tutorial Video 

Improved: Mobile View for Projects 📱

We’ve made great progress toward improving the mobile experience in for Connect users, especially on key project views. While we’re not fully mobile-optimised across every flow just yet, you’ll now notice smoother navigation and better visibility on smaller screens.

So whether you’re quickly checking a task or reviewing a project on the go, things should feel a lot more usable.

Fresh Icons & Activity Logs 📬The “Review Rejected” icon got a fresh look. Plus, your answer activity now shows who did what, including:

• Who approved or rejected an answer
• Who submitted it for review
• Who completed it

We’ve also added a new feature to help you track task ownership: now you can see if a participant task (answer) is assigned or unassigned at a glance — a solid icon means assigned, an outlined icon means unassigned, with a handy tooltip on hover.

To keep things cleaner, we’ve removed the ‘to do’ counter from your manager task list, but the ‘done’ progress counter is still there cheering you on!

 Tutorial Video 

Easier Task Navigation 🔁

Long task lists are no match for our new independent column scrolling. Scroll through tasks and their details side-by-side without endless scrolling back and forth.

Streamlined Answer Submission 📖

No more double-submitting tasks. When you mark a task as done or submit it for review, one click is all it takes. We’ve also added form validation to catch missing info, so you won’t get caught out by incomplete submissions.

Updates: Project Notifications 📣

We’ve fine-tuned project notifications to reduce noise and ensure the right people get the right updates. Here's what's changed:

New Task Added

When a manager adds a task to an in-progress project with participants:

• Before: All admins at the participant organisation with “Tasks & Projects” access got the alert.
• Now: If the participant project has assigned admins, only they get the notification. If no one is assigned, we fall back to all participant admins with “Tasks & Projects” access. For Peak Bodies (owners of the project), we follow the same logic—just swap "participant admins" for “assigned managers.”

Project Due Soon

Previously, this notification went to all participant admins.

Now:

• If admins are assigned to the project, we notify only them.
• If no one’s assigned, we notify all project participants and owners.

Task Discussions

When someone starts a discussion on a task (announcement, message, or internal note):

• If the task is assigned → we notify the person assigned.
• If not → we notify anyone assigned to the project.
• Still no one? → we notify all participant admins with “Tasks & Projects” access.

We hope these updates enhance your experience with TidyHQ. Your feedback is invaluable to us, so please feel free to share your thoughts or any issues encountered. Thank you for your continued support!

We’re always working hard to make TidyHQ better and better! Here’s what we’ve fixed recently.

• When a group with email forwarding is deleted, that email address is now correctly freed up for re-use.
• We now validate the length of more items: the LinkedIn field on Contact profiles, and the Membership Welcome Message.
• If you have multiple Events which share both start and finish times, they are now sorted by name as a tiebreaker.
• When rolling back a contacts import, rollback is now prevented when a merged contact would be deleted. This avoids major problems when a rollback would delete members, disconnect accounts and so on.
• When a password is set or reset, we send an email with a link. If you click that link after having [re]set your password, you’ll now just be prompted to log in, rather than getting a 404 page.
• Users have the option of using a different email for their account login (”TidyHQ Account Email”) than what is shown as the email on their Contact profile (”Email”). Now you can filter the Contacts table by both.
• It’s now possible to clear the image from your Digital Membership Cards, rather than having to replace it.
• Fixed a bug regarding MailChimp sync.
• Connected Projects which have been accepted, completed, or are in draft mode, no longer send notification reminders.

We hope these updates enhance your experience with TidyHQ. Your feedback is invaluable to us, so please feel free to share your thoughts or any issues encountered. Thank you for your continued support!

We’ve been working hard to keep improving the service! This month has seen a number of bug fixes on the core TidyHQ platform, with feature work on TidyHQ Connect.

🐞 Bug Fixes

• If you try to sign up with an email that’s already in use, we’ll now gently steer you to log in instead — no more confusing error messages.
• We’ve sorted an issue where file attachments with special characters were breaking. Things should be a lot smoother now.
• In Shop, some older items didn’t have a certain link set up, which caused problems when creating a cart. That’s all patched up.
• There’s a limit to how much text you can pop into a Waiver — we now check that as you type, so you're not hit with an error later.
• Same goes for Sponsor URLs — if the link’s too long, we’ll flag it straight away so you can fix it on the spot.

🧩 Connect Updates

New Email Notifications

We’ve introduced a few helpful email updates:

• Project managers are notified when an invite is rejected.
• Admins now get emails when they’re invited to a project.
• New “Due Soon” reminders:
• For Projects which are Due, it will send a reminder on the Monday within the current week (Sunday-Monday).

• For Projects that have not been actioned, a reminder will be sent to the participant organisation admins. A reminder will be sent every 3 days until the project has been accepted or rejected.

It’s important to log in to TidyHQ and accept invitations — a popup will display your pending invites when you log in.

Request Access Feature

If an admin clicks a project link they don’t yet have access to, they’ll now see a ‘Request Access’ screen instead of an error.

Project managers can review these requests in the Sharing settings.

Note to managers: Notifications for access requests are not yet available, so we recommend checking your project’s Sharing modal regularly.

Improved Contact Syncing

Contacts with Roles now sync from the child organisation to the parent, which helps keep everybody up to date — and might just mean one less thing to do at handover!

Changes, including role changes, show up in the parent organisation’s Activity Feed.

Assign Tasks to be Managed by a Role - Connected Projects

Tasks in a Connected Project (where a parent organisation gives tasks to a child organisation) can now have a manager! As usual, this is allocated not to an individual but by role, making it easier for co-managers to share responsibility and receive relevant notifications.

• Multiple roles can manage a single task within a Project too.
• As before, if a task isn’t assigned to anyone in particular, all editors on the project will receive notifications.

This ensures the right people are notified while reducing unnecessary messages.

New Project Selection

When creating a new project, you’ll now see radio buttons instead of a dropdown menu to select the project type — Internal, Connected, or Template.

Please make sure to select the appropriate type when creating your project.

New Project Overview Display Screen

Opening a project now takes you to a read-only overview by default, instead of jumping straight into edit mode.

To make changes, simply click ‘Edit project’ via the three-dot menu next to the ‘Sharing’ button in the top right corner.

We hope these updates enhance your experience with TidyHQ. Your feedback is invaluable to us, so please feel free to share your thoughts or any issues encountered. Thank you for your continued support!

Since our last update in November, we’ve been busy rolling out improvements—some big, some small, all designed to make committee life easier. You might have already spotted a few! Here’s what’s new:

🚀 New Features

✅ Membership Waivers/Agreements – Now GDPR Compliant

Keeping track of membership waivers just got a whole lot easier (and legally sound). With this update, clubs can manage and store waivers with confidence.

How it works:

• Customisable content – Set up waiver text, title, and checkbox wording to suit your club’s needs.
• Built into registration – Members see (and must agree to) the latest waiver before completing their sign-up.
• Automatic tracking – We log exactly what was agreed to, when, and by whom—including cases where someone registers on behalf of others, such as for Family memberships.
• Easy admin access – View signed waivers, check details, and pull records when needed.

📧 Custom Fields in Mail Merge (Beta)

You asked, we delivered! You can now use custom fields in mail merge to personalise outbound emails.

Since custom fields can be renamed at any time, they use a Mail Merge Tag (a unique code) instead of their field name in your email. You’ll find this code in the settings for each custom field:

🛠 Fixes & Improvements

🔹 General Fixes & Tweaks

• Activation emails – If someone creates a TidyHQ account but hasn’t joined a club yet, the email now makes it clear that they still need to sign up for a membership.

• Invoices & tax – Previews now display tax amounts correctly (it was already correct elsewhere). Also, you can now customise invoice titles. 
• Apple & Google Pay – Smoother checkout experience.
• Recurring tasks – Now sorted by their next due date, not their original one.
• Meeting invites – Fixed email sending issues.
• Shop fixes – If a product variation was ordered, you could still delete it—causing errors. Not anymore!
• Event/Task/Meeting name limits – Really, really, really long names used to break things. Now there’s a limit, so everything runs smoothly.
• Contacts rollback fix – Rolling back an import (or manually deleting a Contact) no longer removes Admins. Plus, rollbacks are now disabled for imports older than a week.

📅 Events:

• No more breaking when adding attendees but leaving the ticket quantity blank.
• Past events are now grouped by year and month for easier browsing.
• You can no longer set the maximum number of tickets to less than what’s already sold (phew!).

📬 Email & Attachments:

• 10MB email limit – Due to how email attachments work, a 10MB file can actually exceed the limit when sent. To prevent issues, we’ve adjusted the maximum attachment size and improved error messages when you hit the limit.
• Unsubscribe issues – A handful of users were repeatedly unsubscribed from emails. We’ve now got a way to send emails via our old system on request.

🎗️ Subscription & Memberships:

• Cancelled subscriptions now show up properly in the Activity Log.
• Filtering by subscription start or end date no longer throws errors.
• Entering numbers in currencies with commas now works correctly.

📋 Tidy Connect – Tasks & Projects:

• Creating tasks in external projects is now lightning fast.
• Unexpectedly duplicated child-club tasks? Not anymore!
• Editing tasks? The text box is resizable again—use all the detail you need.
• CSV exports from Project Reports now have useful filenames (including the date and club name).
• Project reports throwing errors? Fixed.
• “Ignore” was misleading on project invitations—we’ve updated the button to “Reject” so it’s clearer.

We hope these updates enhance your experience with TidyHQ. Your feedback is invaluable to us, so please feel free to share your thoughts or any issues encountered. Thank you for your continued support!

We are excited to share the latest updates and improvements to TidyHQ, aimed at enhancing your experience. Below is a summary of the enhancements included in this latest feature release:

Apple Pay & Google Pay: The Dynamic Duo

Get ready to breeze through checkout like never before! Apple Pay and Google Pay are coming to all our customer's checkout processes. They support both one-time and recurring payments, making your life a whole lot easier. We're rolling this out gradually to make sure nothing goes wonky, but initial results look great! Whether you use Apple/Google Pay or your usual card, management is a cinch in the TidyHQ system. And don't worry, your card's last 4 digits stay the same – they're just wearing new Apple/Google Pay badges now!

Renewal Reminder: Check Yourself

For non-family memberships, we've cooked up a handy checkbox in the membership level settings. This enables you to choose whether or not members are able to update their details upon renewal by pre-filling fields with current info so they can make quick updates.

Membership Grace Periods: New Option for Better Value

No more losing out for your contacts if they join a membership late in the game! With our new grace period option on a fixed membership, a new membership subscription gets an extra (insert your membership period) if purchased within the grace period. This is perfect for avoiding short membership terms.

Login Hints: Say Goodbye to Email Memory Games

Here's a neat trick: Now, when you click a TidyHQ link in your email and need to log in within 10 minutes, your email address will auto-fill. No more digging through your memory or inbox for the right TidyHQ account email – just enter your password and you're in!

Account Setup Achievements: Problem Solved!

Great news! We've fixed that pesky issue where clicking the email link to set your password didn't take you back to your original spot in TidyHQ. Now, after setting your password, you'll be seamlessly returned to where you left off, making your experience smoother than ever. Enjoy the hassle-free navigation!

We are excited to share the latest updates and improvements to TidyHQ, aimed at enhancing your experience and resolving previous issues. Below is a summary of the fixes and enhancements included in this release:

• Killed a few strange bugs 🪲
• Indian Rupees is now available on the currency selector in organisation settings
• Fixed up some odd wording when saving an email draft
• Adjusted information sync issues on digital membership cards
• The email signature dropdown is now visible on draft emails

We are excited to share the latest updates and improvements to TidyHQ, aimed at enhancing your experience and resolving previous issues. Below is a summary of the fixes and enhancements included in this release:

Events app custom field label wrapping

• We've resolved an issue where long custom field names in the Events app were not wrapping properly. This ensures improved readability and a cleaner interface, making it easier for users to manage their event ticket purchases effectively.

Floating footer issue

• The floating footer problem that affected some pages has been fixed, offering a more stable and consistent layout across the platform.

Contact column sort enhancements

• We've addressed sorting bugs in the contact list columns, allowing for more accurate and reliable sorting of your contact data.

CKEditor upgrade

• The CKEditor has been upgraded to the latest version 4, providing enhanced text editing features and improved performance for creating and managing your content.

TidyHQ account email visibility

• We've added the TidyHQ Account Email as a visible field on contact records, making it easier for you to access and manage member-related communications. Because a contact can have a different account email address vs their contact profile, this visibility is important if your club is looking to guide your members on what credential to use when logging in.

Contact ID option in membership reports

• A new option to include the Contact ID field in Memberships > Reports has been introduced. This addition will streamline report generation and enhance your ability to analyse membership data.

Resolved PDF Invoice 'g' Character Issue

• An issue where the lowercase letter 'g' was not appearing on PDF invoices has been fixed. No more weird looking text!

Event preview page access for logged-in users

• We’ve improved how event preview pages on unpublished events are handled for users who are logged in, ensuring a more seamless experience. If you’re a club admin, you can now see a preview of the event before it's published.

We hope these updates enhance your experience with TidyHQ. Your feedback is invaluable to us, so please feel free to share your thoughts or any issues encountered. Thank you for your continued support!