Feature Ideas

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

For the Finance pages to be really useable the income should be listed as what is charged to the members etc. and the TidyHQ Fee & Stripe (or other) transaction fees should list as an expense. - I understand why this is not done currently but it is not correct from a reporting point of view.

The ability to send a Meeting Reminder to only those that haven't RSVP'd would be extremely helpful

Similar to Events - perhaps with 4 options (Going, Invited, Not Going, Not Invited).

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!

In the finances report you should be able to click on say membership category and it gives you a list of who has paid what instead of a full total that month or year. I would like to run reports where you could click on a category like apparel and see all the broken up payments and dates things were paid instead of going through the whole invoices pages looking for payments which can take up time.

Create "sign up to mailing list" option as part of the TidyHQ product.

Currently minutes can be made public and viewed in Menu > Meetings [not good for sensitive topics]. This idea would have a similar Menu > Meetings display but restricted to a Group needing login by non-admin members. The idea is to avoid emailing out minutes to members who probably don't want to see them. But if a member wants to find minutes for some reason, by logging in they can.

Hi there, I'm new to TidyHQ and currently transferring web pages from an existing site. It would help a lot if I could set up my own paragraph styles within the web page editor so they are selectable from the toolbar. There are some already available but they are not suitable for my needs so even if I could modify them it would be a big help. Thanks for any help.

With everyone having access to the inbox there should be a way to mark on the email that the email has been actioned

Hi Isaak and team, a club newsletter template would be really helpful. (perhaps similar to your Agenda space) so that different members of the committee can add their little bit . And then easily publish to the main site and email to all subscribers from the site. Thanks! :) Danielle @ Freshwater Pony Club

orgs and members would benefit. should work as described. Right now existing members have a button to "renable auto-renew", but it takes them to a 404 page. I was told by support they shouldn't have this, and it's not possible, but submitting an idea is the way to go? So here we are

People booking tickets for sold out events see the greyed out 'Unavailable' text and email us asking why. Changing this text to 'Sold Out' would make it clear why the tickets aren't available.

There doesn't seem to be a way to style any of the web pages, apart from selecting a single colour or image. If we were able to add CSS to pages or the site template then we would have more control over styling the content. This could either be via an option to add inline CSS or link to an external (or uploaded) stylesheet and could be available on individual web pages and/or as a site-wide option under Web Page Settings that applied to all pages.

An ability to search storage to locate a particular would be extremely helpful. As files are grouped into folders, it would make the task of locating what is needed much easier. I can see this idea has been suggested before a few years ago, but hasn't eventuated.