Feature Ideas

Hi, We've had occasions where we've wanted to stop people ordering from our shop because we batch up orders for delivery. To prevent people being able to order, it would be useful to be able to "unpublish" or hide the shop web page. Currently the Shop built in page is "Automatically Published". Currently it is only possible to hide the shop by setting all items in the shop to Admin Only visiblity, which is quite laborious when we have in the order of 30 items in our shop.

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.

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

A systemised way of collecting votes for particular meeting topics.

With a large number of items the Shop can be very "messy". Would be great to categorise groups of shop items to make it easier for people wishing to purchase items. Ideally would like categories, search and filters. Additionally having the ability to add a discount code at certain times would be great.

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.

It would be good to be able to expand on an agenda item and give more detail in a note box when setting up a new meeting. These notes could then become part of the minutes once the meeting has started, saving the minute taker time. Also allow for existing and new tasks to be added to the agenda.

Add permissions to folders within Storage to be able to manage who has access to them and make certain folders read-only. Ex/ You might like the Coaches Group to only access the folder with the Clubs Vision, Values and Strategic plan but you do not want them getting into any other folders.

Issue: contact or potential contact wishes to inquire to purchase an event ticket before they officially go on sale or after they have gone off sale i.e. allocation exhausted (wants to go on a waiting list or be contacted for events ahead of time next time). Value: Collecting interest ahead of an event can be vital for non-for-profits to plan the scope of an event, interest could help shape the number of tickets they can sell for example (i.e. the venue they choose to host the event). Collecting waiting list information can be extremely important to engaging contacts and potential contacts who have missed out this time and to understand who is interested in future events at your organization, particularly in reference to reoccurring, yearly events. As a: Contact/Potential Contact or TidyHQ Administrator I want: to allow contacts/potential contacts to register expressions of interest (EOI) before or after events tickets have gone on sale (waiting list after they have gone off sale) So that: contacts/potential contacts who are interested in organisational events can register 'early bird interest' so they don't miss out, as well as keeping anyone who missed out on a ticket engaged with the organisation (waiting lists). So that: TidyHQ administrators can appropriately plan for an upcoming event before tickets go on sale, can manage any left-over tickets for an event by contacting the waiting list, can engage with members who may not have attended the event but expressed interest either prior or after tickets were on sale. LB

Many of our members like their correspondence to go to two email addresses (ie work and personal). At this stage it appears to do this I have to have the contact listed twice (one for each email address), distorting my member figures.

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!

If there was a 3rd choice when checking out for a Membership for an “Invoice me”That would allow the person to complete the membership application and then have the system raise and send a manual invoice.Similar to when manually processing a member and sending an invoice, it would allow us to track the payment via another means or handle part payments.

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

"Our organisation is large and we deal with a number of commercial clients. We need separate or private inboxes for roles in our organisation as much of the communication that we send or receive in these roles is private or confidential information and thus cannot be shared with the entire committee. Private Inboxes are very hard because of the nature of a committee and the handover required. Outlining how the eventual handover could happen for your organisation is critical for us to know and build out a great solution for you. Please add your comments and scenario below for handover etc

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.