Feature Ideas

Advanced filtering needs an 'or' option. Filter X OR Y OR Z etc etc. Can't believe it is not part of the product.

Our club needs to know at a glance a members age as juniors and Adults are billed differently. We also need to know how long a member has been with the club ( ie current date minus date of joining) as we present awards at AGM for years of service. Finally we need to keep track of our association membership expiry dates and be alerted if a member hasn’t renewed their assisting membership. I know it’s a throwback to excel ( which I still must use) but would configurable custom fields that can perform simple customizable date calculations be possible (ie this date less that date or is todays date after this pre-entered date etc )

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!

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.

Is it possible to pass on the TidyHq and Stripe fees to the customers

I would like to quickly sort our expired members by how recent their membership expired.

Often users change their email or there is an error in the email address. The ability for the administrator to see the login history of a contact would be very helpful when resolving problems of multiple contracts and errors in email addresses. NOTE that we don't let users register themselves for membership, we control the registration which sometimes leads to errors in email addresses being entered, a combination of entry error and difficult to read email addresses. Consequently we have no way of checking if the welcome email was received or if the users has ever logged in to set their password.

With many people having multiple email addresses these days it would be nice to include the account/login email address in the reminder emails so that we can remind a member of what email their account uses to log in. something like {{account_login_email}} This might also be helpful with many internet providers closing email services recently, a contact may have updated their contact email, but not changed their account/login email

Disabling the ability for a member to have more than 1 active membership or, if this is needed in other organisations, disabling the ability for a member to have 2 of the same type of memberships (eg 2 individual memberships). Our members are constantly getting renewal reminders when they have renewed (but accidentally created a new membership) or have upgraded or downgraded (getting expiry emails from their previous membership)

When a person creates a contact profile or membership, can it only be entered once and edited only by National TidyHQ Administrators of AusCycling? Google Chrome changes are a regular occurence and a person shouldn't be changing their profile name. Can the Date of Birth be a locked field also, where it is only entered once and can only be edited by National TidyHQ Administrators of AusCycling? There have been issues with reporting

Currently the end-customer or member sees "This account cannot currently accept live payments" This means that Stripe requires more information and needs to be verified via dashboard.stripe.com Can the error message be more descriptive with this extra information.

Would love to know what some reporting of uptake of digital cards in our membership database, with a split of Google vs Apple. or potentially adding an opt-in button to have a physical card or digital card only. Which would help save clubs unnecessary costs of plastic cards.

We'd like to configure appropriate shipping options for each Shop item. Currently all shipping options are listed for every shop item, regardless of whether it's valid or appropriate. For example, very large items may only have pickup or high value postage available. Small items could be lower postage value.

As an admin I want the ability to save personal settings such as the number of contacts displayed on a page So that I can reuse the setting the next time I log in

IN Memberships - Reports, please provide an option for a date range, so we can print a list of all members, start and finish dates, membership type and membership fee for the financial year