Feature Ideas

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

When running a Board meeting I need to share the meeting agenda and then minutes with Board members. Currently, we need to have all Board members as Admins to the Tidy account which isn't wanted or necessary (and often confuses board members) Instead, it would be great if we have 'Visible to: only those with the link' OR 'Visible to: a particular Contact Group' which would require them to log in to see. Copying the pattern you use with Membership or Event Tickets. If they had to log in to see the agenda it would also allow some analytics or insights which would be very valuable for Board performance reporting - understand which contacts (Board members) accessed the agenda and when - was it a week before the meetings or was it 5 minutes before the meeting? The current Public Meetings feature is great, but just need it restricted.

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

Ability to add an Event sold through TidyHQ to your email calendar (Google, Outlook etc)

Provide the ability to RSVP to Events. Once people have clicked on RSVP, as well as a "Get Tickets" button, provide a "Can't attend" button that will notify us of their choice. At the moment we don't know if people can't attend or they just haven't been bothered to respond - a big difference.

Being able to record attendees as either 'In Person' or 'Remote' would be a valuable option.

Allowing a relationship between contacts that are representatives of an Organisation, e.g. Teachers at Schools. We have Organisations that purchase Memberships for up to 6 teachers, so adding the teachers automatically under that Membership Level would make life easier for us.

It would be helpful to have an online directory module so that general members can reach and view other member's contact info (email address, mobile phone).

I discovered today that neither a club member nor I, as a club admin on TidyHQ, can initiate a password reset where the pw has been lost or forgotten. It is possible to get a one-time code to log in but a pw change/reset is still not possible. THQ support AI confirmed that a pw reset has to be done by THQ support. This is a very basic function which I'm sure was previously available in THQ but it seems to have disappeared. So how about it - self-serve pw resets by user or PW reset by club admin, preferably both? Graham

Reports and proposal documents are often tabled at meetings and it would be helpful to attach them to meetings

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.

Basic function within Tidy that stored basic member data when their digital membership card was scanned to enable targeted marketing - ie those who come to games versus those who don't

The ability to integrate with Microsoft Accounts would be of great benefit to clubs with a MS environment. Examples of features that would be great just to name a few. Ability to use Microsoft Teams for Meeting invitations instead of ZoomAbility to integrate with MS SharePoint or other document storage to facilitate collaboration on documents. IE. Volunteer Rosters, a live document to add names/contacts/role assigned for the day as people put their hands up.

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.