A fresh coat of paint, new Meetings, bulk-update for Membership messages, invoice attachments, social preview, bug fixes...

🗓️ Meetings V2 is now on for everyone

After rolling out on an opt-in basis, our redesigned experience is now on for all new meetings.

This has been a big upgrade technically, featuring collaborative editing with auto-save, as well as introducing agenda notes.

If you've been waiting to try it, now's the time.

🎨 A fresh coat of paint for Web Pages and Shop

We're giving the platform a significant visual refresh, starting with the public Web Pages.

A few highlights:

• Accessibility and SEO scores have improved — faster page loads and better metadata for search engines and link previews.
• On mobile the menu now acts as a drawer, making navigation super clear.

The Shop has seen some particular improvements on both the public shop listing and the checkout flow.

• Browsing is better: Product cards, the product detail page, and cart interactions have been updated with a cleaner layout and smoother updates when you add or remove items.
• Checkout is cleaner: The checkout flow has been restructured with a clearer step indicator, distinct identity states for members, guests, and connected accounts, and a tidier address and shipping section.

📋 Update membership level messages in bulk

Every membership level has five different messages: Welcome, Renewal reminders & success, Expiry notification and reminders. If you have multiple levels, you’ve always had to update them all one-by-one.

We've added a new tool in the membership level settings that lets you apply a change to some or all levels. This is handy when you need to refresh your welcome message, update seasonal information, or apply a single change across all your membership tiers without editing each level individually.

Just click on “Optionally update existing Membership Levels” and choose which levels to update before clicking Save.

🙌 More small improvements

• Magic links now auto-mark Announcements as read — when a member opens an announcement via a magic link, it's marked as read straight away so your engagement stats stay accurate.
• The Rejections screen in Communicate is about to get a re-work as Email Health. If you already use it, we’d appreciate your feedback - and then we’ll make it easy to find for everyone.
• Invoices have long supported attachments, and now they’re included on the public-facing invoice too so that both sides of the conversation can see the supporting documents. We’ve also spruced up the graphic design of the invoice a touch.

🐛 Fixes

• An infinite loop that could occur when signing in with a one-time code via in-app browsers (e.g. Facebook, Instagram).
• An issue where non-admin users could see events that should have been restricted.
• A bug where deleting an agenda item in Meetings wasn't also soft-deleting its child subtopics.
• A currency symbol fallback so shops in certain regions display the correct symbol.
• Exceptions that could occur when generating digital wallets (Apple/Google Wallet passes).
• A bug in the OAuth flow where a contact record was created too early, before the authorisation was confirmed.
• Facebook and other social link previews — club logos now use a larger image size that meets the minimum dimensions required for preview images.
• Cleaned up several Announcement feedback edge cases to make the experience more reliable.

As always, your feedback helps us decide what to tackle next — thanks for sharing it.

We've focused on making announcements and events easier to run, while smoothing out edge cases that interrupted day-to-day work.

🤝 Faster member access with magic links

We've added magic-link sign-in to make account access simpler for members who don't use passwords or Passkeys.

In particular, on Android Gmail and some other apps, clicking a link opens it in an in-app browser by default. You then had to close the browser window to get the code, which threw away the login session the code was for! Now, we can keep that context around. Just click the button and you’ll be signed in directly.

📅 Private Events (visibility by Group)

We know sometimes the location or organiser contact details can be sensitive information. Now you can keep member-only events locked down with new Visible To option in an event’s settings. Events can be visible to the Public (like any previous event) or to one or more Groups (just like memberships, web pages or shop items).

This feature was one of the most popular on our feedback board, so we hope you make great use of it!

✅ Project Task filters help committees find work faster

We've rolled out richer task filtering in Projects. In particular, we now set a default filter to exclude completed tasks, so you can focus on what's relevant now.

📣 Announcement workflows are more complete and easier to use

Our new Announcements feature for enterprise customers is coming along nicely! We've added and refined key announcement tools so clubs can plan communications with less manual effort. This includes better scheduling support, clearer category subscription controls, improved engagement reporting, and cleaner announcement navigation.

Together, these updates make it easier to send the right message to the right people and understand how those messages perform.

🐛 Fixes

• Even more Events fixes: Past/Upcoming Events are now both determined by event end time — this fixes an issue where events which had ended earlier that same day weren’t shown on either page! Also: a checkout edge case that could prevent booking the final paid ticket.

• contact.activated could be triggered too broadly during login, resulting in extra events in webhooks & Zapier.
• We’ve made some tweaks around Meeting Agenda Notes in the PDF agenda.
• If your user account doesn’t list a first or last name, you would’ve had a blank box instead of your name & initials in the top right corner. Now we fall back to your email.
• AusCycling clubs: we’ve adjusted the filter conditions for the New members in last 31 days for your Club and the Renewed members in last 31 days for your Club smart groups. We hope you’ll find these to be more reliable!

Thanks for the feedback you shared this month. It continues to shape what we prioritise next.

Improvements to payments, events, memberships and day-to-day admin workflows to help your committee get things done faster.

💰 Invoice at checkout for Memberships and Events

Invoice-at-checkout is now available for membership sign-ups and event ticketing! This gives you more flexibility when your members or attendees can’t pay immediately by card.

For Memberships, the membership adopts Partial status, just as if an admin had issued an invoice for it.

For Events, when an attendee checks out with an invoice, tickets are reserved but not issued until the invoice is paid. If that invoice becomes overdue, it is cancelled and the tickets become available again for someone else to register. Admins can continue to issue invoices for tickets, and if those become overdue the tickets will remain valid, which is the same behaviour as previously.

For more information, please check out our Help Centre articles:

• https://support.tidyhq.com/en/articles/13694847-accept-invoice-payments-at-checkout-for-event-tickets
• https://support.tidyhq.com/en/articles/13694765-allow-invoice-payments-at-checkout-for-memberships

This was one of the top five items on our Feedback board, so we hope you’ll make great use of it!

📸 QR codes for Events and Meetings

QR codes are now available for both Events and Meetings, from the same places you’d get a Share Link / Public Link. We hope you’ll find this useful for in-person promotion, signage, and quick mobile access.

🔁 Clearer membership auto-renew visibility

A badge now appears at registration time so it’s easier for your newest members to see when a membership level renews automatically.

🎛️ Membership Level and Status Advanced Filter

Our Advanced Filters work on an “intersection” approach — each filter qualifies its own set of contacts, and then the final result consists of those who are in every set.

Because Membership Level and Membership Status are different properties, when using the two existing separate filters, someone might e.g. qualify as an Ordinary-level member but with an expired membership, while qualifying as an Active member with a different Level.

Our new filter looks at these properties simultaneously, solving the problem. We’ve also included an option for Active+Partial status.

🐛 Fixes

• Sometimes when an Event cover image was being uploaded, it would just stall out. This usually happened for PNGs exported from Canva. Now fixed!
• Event transaction date sorting now follows the correct chronological order.
• Event attendee CSV exports now include each person’s Contact ID. (Specifically, that of the person who registered for the tickets.)
• The Checkout button for Events is now faded out until at least one ticket is selected.
• Meeting attendees no longer receive bogus cancellation emails when when upgrading a Meeting to v2. (This was happening because when you upgrade, a new v2 meeting is created and the original v1 meeting is deleted…)
• Agenda title encoding issues in converted meetings and related emails are resolved (for example, & characters now display correctly).
• Login branding has been corrected where some organisations could see an incorrect or missing logo path on sign-in.
• Project access cleanup has been fixed so removed admins no longer remain as active project collaborators.
• Need a longer list of contacts? Now when you set the list to 50, 100 or even more per page, we remember that for the length of the current browsing session.
• Last month we introduced an “Email Verified” badge. Now the API also shows the user email address and verification status.
• Attachments on Web Pages can now be up to 50MB each (previously 10MB). This is handy when you have a members-only page with all your newsletters.
• If you have a cover image for your Memberships index page, it’s now possible to remove it.

As always, thanks for the feedback and feature requests. They help inform what we build next!

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

New in the Contact Profile view: folks who have successfully logged in as users now have an Email Verified badge.

• We’ve tightened date validation in a bunch of places (finances, memberships, announcements, SMS, tasks, and more) to prevent invalid years causing errors.
• We now require a start date for Fixed membership levels to prevent invalid setups.
• CSV contact imports no longer merge into Trashed contacts.
• We’ve fixed an issue where some filters were dropped when using “View as Filters in Contacts” from a Smart Group.
• Embarrassingly, “Complete and Send” on Deposits… wasn’t sending. Now fixed.
• We’ve prevented duplicate email prefixes when syncing roles from SportsTG, while respecting reserved prefixes.
• Fixed a bug where you could still start editing the minutes of a Locked meeting, causing inconsistencies.
• When emails are sent through our secondary email service provider, they were showing as Sent but not Delivered — we’ve fixed a bug and now they can show as Delivered too.

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.

📅 New Meetings beta, now available for everyone!

Featuring collaborative editing, auto-save and agenda notes, we’re incredibly excited to make this available more broadly.

When creating or editing a meeting, simply choose to convert it to the new experience. Once converted, a little “V2” label will show.

For much more information, please refer to our Help Centre:

https://support.tidyhq.com/en/articles/12635170-new-collaborative-meetings

Or watch the walk through:

Last but not least, thank you to everyone who participated in the early-access programme!

🧩 Project filters and sorting

We've added a new filter and sort experience for projects, including the Archived and Templates views, so you can quickly narrow down work by status, assignee, labels, and other key fields. The refreshed layout also improves loading states and makes it easier to see active filters at a glance.

🧑‍💻 Refreshed Developer Documentation

Now live and better than ever at docs.tidyhq.com! You can now log in to your organisation and test calls to each API endpoint with your own data from right inside the documentation. It also comes with a staggering 34 different sets of sample code for each API call across 20 different programming languages.

🛒 Shop SEO

We've added some metadata to public Shop pages so that Google Merchant can better understand what you've got for sale. This helps improve visibility in search and shopping results.

🐛 Plus a bunch of bug fixes across a variety of tiny edge cases.

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!

P.S. — we still have some early-access slots available for our Xero V2 Integration.

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

💰Xero integration 2.0 — beta users wanted

We’ve been working on a new Xero integration, and we’re just about ready to try it with a few of you! To be eligible, you must have Stripe enabled and not be using the existing integration already. If you’re interested, please email support@tidyhq.com — we’re limited to 25 connections in the testing phase so get in quick!

🔐 Passkeys Are Here: The Future of Login is Now

TidyHQ now supports signing in with a passkey.

Passkeys are easy to set up and let you securely sign in to your Tidy account using your fingerprint, face or hardware security key. No more passwords or one-time passcodes!

Why passkeys are better:

• A single step that provides multi-factor security
• More secure and phishing-resistant
• Stored in your credential manager, so you can sign in on other devices.

📖 Learn how Passkeys work

🔐 Manage your login methods

We also now support logging in with a one-time code received via email.

🔏 OAuth updates

The OAuth 2.1 draft standard deprecates the Password and Implicit Grant flows.

If you still need the Password flow for interim/testing purposes, we’ve introduced API Keys to take the place of your password. Please visit https://dev.tidyhq.com/api_keys to manage these.

We don’t yet have a timeline for removing the Implicit Grant flow, but if your app uses it, please migrate to the (best-practice) Authorization flow.

🐛 Fixes

• Shop purchases and Event tickets now have a link to their Transaction.
• Sending Meeting or Event invites now requires an actual Contact - previously just an email address was allowed but this had some issues.
• You can now filter by Month and Home Phone in Contacts.
• Radio-button fields are now useable in Digital Membership Cards.
• Digital Membership Cards update their status promptly after a membership is cancelled
• You can re-order Membership levels in the admin dashboard. Now, the public page matches that ordering too.
• More Merge Tags are available in more places (especially e.g. Membership Renewal Reminders).
• Previously, it’s been possible to delete or merge the billing contact. We now prevent this from happening in the future, and better handle the absence of a billing contact.
• Weekly update emails aren’t sent to Trashed contacts any more.
• Fixed a bug where manually-added invoice payments weren’t sending the receipt to members.
• Facebook now generates link previews for Events again (the OpenGraph URL no longer goes through a redirect)
• Event shortlinks (thq.fyi) are now generated as HTTPS to keep everyone secure.

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.

🎉 Features

New Emails now have more Merge Tags. You can now personalise messages with emergency contact details, social handles, full address information, and direct phone numbers without adding custom fields first.

🐛 Fixes

• When sending SMS, we fall back through direct, private, home, and work numbers if a mobile isn’t stored so more members receive messages.
• Club logins triggered via OAuth now return you to the original destination correctly.
• Auto-renewal reminder emails now honour each club’s chosen date format.
• Attempting to connect a contact profile without an email address to a TidyHQ account now shows a friendly alert.
• The smart group filter menu no longer jumps off-screen; long lists scroll properly and open above the button when there isn’t space below.
• Internal Projects now automatically mark as complete when all Tasks are done.

📅 Preview: Meetings Update

Recently, we’ve been working on a big update to Meetings, which features agenda notes and also collaborative minutes with auto-save.

Since this is such a big update, we’re putting out the call for early adopters to help us identify any unexpected edge cases before the feature becomes more broadly available. If you’re interested, please email support@tidyhq.com to get started. Thank you!

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.

📅 Meeting Templates

If you haven’t seen it already, we now have Meeting Templates! Creating a template is very similar to creating a new meeting agenda. Just leave out the dates and the people.

When creating a meeting, you’ll now be prompted to either start from scratch or use a template.

It’s also possible for peak bodies to share a meeting template with their member organisations.

For all the details, please check out our help article.

🐛 Bugs & Fixes

• We’ve increased the checkout duration from 30 minutes to 1 hour for Events. Hopefully that makes things a little easier for those with long registration forms!
• AusCycling clubs: we’ve updated your “Current Members of Your Club” group to use a new and improved filter.

🧩 Projects improvements

Project Templates have received some solid improvements:

• Shared templates now have their own hub inside Projects, making it easier to browse, preview, and launch pre-built plans.
• Template sharing can be toggled on a project, with clear in-app messaging so club admins know when a template is visible to their team.

We’ve also shipped a bunch of quality-of-life fixes:

• Admins who are assigned to a project but lack the full permissions now land on a friendly “No access” screen instead of an error.
• Custodian alerts pick the right recipients again and project due dates stay put.
• Task updates are once more recorded in the project activity log, so stakeholders can follow what changed.
• Reordering tasks no longer scrambles the note counters; status tallies stay accurate as you tidy up a plan.

📈 Enterprise reporting refresh

We've redesigned the Association > Reports area for enterprise networks, delivering dedicated Usage, Admin Activity, and Admin Detail reports that surface the child-club metrics your federation relies on.

Each page now opens with summary tiles for key counts (organisations connected, emails sent, events hosted, and more) and interactive tables that highlight active apps, National Registration Links sync status, and admin engagement at a glance.

The new enterprise tables are search, filter, and export ready: admins can drill into status-specific views, toggle full-screen for large exports, and download the results to CSV without leaving the dashboard.

We also introduced an internal projects report that lets headquarters filter by project, label, or assignee while tracking completion percentages and due dates with clear progress visuals—making it far easier to spot stalled work across clubs.

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.

🐛 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!