Feature Ideas

At the moment, an event is either public (with all details visible) or admin only. If it's public, info like date, time & location can be seen by anyone. There is the ability to limit ticket purchasing to members only but this doesn't stop random people showing up at your event because they have location info. If it's admin only, members can't purchase tickets without manual processing by an admin.It would be useful to have a setting for events where you could make the entire event just visible to a Group (like Members) so this information is unavailable to the general public but members are still able to buy tickets.

When duplicate contacts are merged, and both sides have memberships belonging to the same level, those memberships are merged. However, it's not possible to do this when a single contact has two copies of a membership (short of transferring one of the memberships onto a duplicate contact, and then merging those).

We currently have more than 3,000 emails in our inbox. Being able to categorise emails when archiving them (under Communication) would enable easier access if we need to find a particular conversation thread or an issue previously discussed via email. Email communications are part of the historical governance of an association and therefore some emails have to be stored. Allowing easier ways to find archived emails without having to search through the inbox would make life a lot easier. We change committee members each year and new people have to learn TidyHQ. These new committee members may not have the historical knowledge of our association. Having an easier way to find archived emails would help immensely and improve workflow. Currently, archiving emails does not allow for categorisation of each email for each of access. Thank you. Looking forward to having this option made available in TidyHQ.

A donation page to accept donations. Allow for a custom $$ amount OR Allow for fixed $$ amounts. Form: First NameLast Name[] Option - Make the donation anonymous - the org still needs personal details but promises to keep the information private)[] Option - Make the donation on behalf of a company.Email - RequiredPhone - Required[] By donating with this form, you agree to our Privacy Policy and Terms of Service[] Option - Sign me up for the mailing list Payment form - credit card, direct debit Nice to haves Custom backgroundDonations Campaign description - why would I donate to this?Add a comment to a donation amount so people know what amount will provide the org to doPay with Apple PayDonation Goal - so we can see how far we have come and got to go.Set a minimum donation amount

We would like to be able to sell shirts with a person's chosen NAME and NUMBER included in the item. See the sample photo. At the moment there is nowhere for the buyer to specify what they want included.

At the moment the membership start and end date is hard set to the date the membership is entered, so for a club that processes memberships in batches the new member receives a welcome message with the processing date that needs to be changed later to their actual joining date. The membership payment date is also hard coded to the processing date and can't be changed later. If these fields are editable in the membership confirmation window that would be awesome, thank you.

A rich text field included in the footer of public pages would allow for some extra information beyond the street address and links. Potential contents include: Miscellaneous colophon details like a link to an organisational privacy policyAcknowledgement of countryRegistration numbers like an ABN or Incorporation number

Add a notes section for administrators - where we can leave instructions and notes for each other. Eg I recently (as an admin) came across a challenge where I had not set up groups correctly between the membership level and the contacts for that membership level - now that I understand what I had done wrong - and the potential "Gotcha" it would be great to note that in context within the Membership level in a dedicated section - to leave instructions for future administrators. Thank you!

Be able to create a parent event to contain information, with options for event dates where the attendee could select one or all. Also allow for payment per date. Ideally offer an event series link to share (rather than by date), and the ability to filter group email by date as well as series.

Presently, Bulk Import from Group works pretty well for Individual memberships but is not supported for Family memberships. Pulling the curtain aside for a moment, there's some design work to be done about how the members of a family would be defined for a bulk import. Feedback welcome!

We need to use a tool to record site visitor information to measure and record visitor and participation rates. Like the Covid style QR Code login to record visitor records. This would allow us to record contact information for future marketing opportunities. We use a 3rd party tool VisitUS to record this information and then we need to download and import the contact information into Tidy to add to our contact database. Having this integrated would add value to Tidy and allow all of our contacts to be streamlined. We require visitors and members to logon every time they enter to club so we can record and report participation rates to our governing body to help with funding and grant proposals.

We're proposing a new feature integration with Square payment gateway and Point of Sales (POS) system for Tidy. This would allow for seamless transactions and contact synchronisation, enhancing our operational efficiency and overall customer experience. Key Considerations: Transaction Sync: We aim to introduce real-time synchronization of transactions between Tidy and Square, contributing to better accuracy and effectiveness. Contact Sync: Matching transactions with contacts where possible will enable us to generate comprehensive customer profiles and strategize follow-up activities accordingly. Advanced CRM to POS Synergy: By aligning the integration with advanced CRM to POS dynamics (akin to platforms like Xero), we'll be able to deliver a superior user experience. Creation of Payment Logs: We plan to maintain detailed logs for each transaction. This addition will serve as a valuable tool for troubleshooting and auditing. Inventory Sync: To prevent resource mismanagement, we aim to sync inventories real-time between the two platforms. Subscription Management: We'll develop robust mechanisms for managing subscriptions, notably revolving around setup, recurring billing, and cancellations. Refund and Dispute Handling: Clear and firm protocols for managing refunds and disputes will be established, ensuring a smooth potential-issue resolution. Offline Mode: In case of offline services on Square or Tidy, our system will be designed to manage and sync once the connection is restored. Tax Compliance: Given varying regional taxation rules, our integration will adeptly handle differences and accurately apply the correct tax amounts. This feature integration promises to streamline operations, provide better financial visibility, and elevate our customer relationship management. We appreciate your ideas and feedback on this proposed addition!

Allow for discount codes to be handed out and used to discount some items for event tickets, memberships or shop items. Apply a promotion code: Give your customers a discount by pre-applying a promotion code. If the promo code expires, the payment link will keep working without the discount.

Being able to upload bulk photos to a Gallery or slideshow would be great rather than having to add each one as an image to a webpage