Feature Ideas

Having a Search field in communication to be able to search on historic emails.

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!

At the moment we have to manually transfer members to different membership levels. This involves remembering when this needs to be done and for which members. And the process is slow, time-consuming and open to errors. A more seamless way of this happening would be brilliant. Thank you.

The ability to archive groups would help us clean up our Contacts Groups List.

When upcoming events are being entered, Allow automatic notifications of an event to be sent to a group of contacts several days prior to an upcoming event. This function would reduce workload.

I do not think it is possible to create a club calendar. We want to load events that are visible in the dashboard but are yet to be published. The only appear in the dashboard once published. There should be an option that allows unpublished events to appear in the dashboard. We are overcoming this by creating meetings but this adds additional work, duplication and can create confusion This will help with committee planning and create greater visibility around who has booked the clubrooms for meeting, pies nights etc especially as we have 20 teams

I am looking for a way to set up a member event but where tickets are not required to be "purchased". When members arrive, they will use their digital membership card as a ticket which we can scan.

Allow partial refunds to Stripe Payments

You'd follow the same flow (entering name, email) as for a paid ticket, but instead of paying you'd click "remind me". Or maybe you'd click "pre-order" before entering details in the first place. This ties in with the existing "tickets go on sale in the future" functionality, too. The system would send the prospective attendee a reminder email: When sales open for that ticket type (if not already open); The day before ticket sales end (which may or may not be the day of the event). You could sort-of fake this today with free tickets but I imagine it's a hassle to manage (you have to delete the tickets manually and they count against venue limits until that point).

There isn't an easy way in the interface to search for a specific email or subject or text within the email. The best you can do is use the CMD+F browser find/search functionality but this often isn't useful if you have pages of emails or years of history. Example being with a club who had to find all correspondence to do with a specific member and spent quite a few hours going through everything page by page.

In the one checkout buy a membership or an event ticket and a shop item like a t-shirt

Issue: Events in TidyHQ are 'one off' in nature, you can duplicate an event but you cannot create sequential events in a series Value: Organisations tend to have a program of events (i.e. introduction to sport program 8-10 week program) Historically organisations are using sheets of paper, excel, any third-party software. It is a really clunky introduction to the program and the parents registering them. The first impression is everything for retention/engagement As a: TidyHQ Administrator I want: My club contacts, to be able to register their children into our club for a multiple week event So that: So we can engage and reengage them and their children into the sport/club to create a lifetime love, joy, passion, engagement with the sport/club -LB

I have some administrators that only need access to some Contact Groups - to email them. It would be good to also allow for read-only permissions for finances and meetings. Right now administrator permissions are very broad.

Should have spell check when sending emails. Spell check is it other items of TidyHQ but not emails.

Our members are allocated pieces of equipment which we need to keep track of and make sure they return when they leave the organisation. I know we can add fields to membership details to list the equipment, or store an asset register in document storage, but it would be great if TidyHQ could manage assets so we can quickly identify either what equipment a member has, or identify which member has a piece of equipment (or if it is still in storage). The ability to record the service history for equipment would also be fantastic.