Feature Ideas

Illustrate the live bank account balance. Phase 2 could be to pull in or sync transaction line items.

Hello! I'd like it if we could have a function to edit and send automatic emails to people who register for events. So, for example, we are organising an online event. This would allow us to send people the link to the event once they have registered.

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.

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.

"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

We often get people coming to the clubhouse and buying a piece of merchandise over the bar/counter. We want to be able to manually record a purchase (like we do with event tickets).

Being able to check in an event attendee to be able to easily mark them off a list

A donation page to accept donations. Allow for a custom $$ amount OR Allow for fixed $$ amounts Ability to add a comment to the Donation Form: First Name Last 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 - Required Phone - Required [] By donating with this form, you agree to our Privacy Policy and Terms of Service Payment form - credit card, direct debit Nice to haves Custom background Donations 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 do Pay with Apple Pay Donation Goal - so we can see how far we have come and got to go. Set a minimum donation amount

Allow for customers to use Direct Debit to pay for memberships, event tickets, shop items. Similar to the way credit card payment option works but bank details are inserted and charged.

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.

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.

I am new to TidyHQ and working with a professional marketer and this is the first main gripe we have. Not being able to add further detail and communication to the automatic emails with purchasing tickets is a real disadvantage.

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

For a quick update on current news in the club, without having to send out a group mail to everyone.