Feature Ideas

MYOB Essentials Integration

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.

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.

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.

Can you please look at a way to sign off minutes. We have a rule here that minutes need to be reviewed by the Chair and electronically signed before lodging with OFT.

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.

A systemised way of collecting votes for particular meeting topics.

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).

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.

Corporate Membership - there is a single fee, but they then identify their key contact person, and can then include as many people from the organisation as they like. Similar to Family Memberships, there can be a Price per Team or a price per member that can adjust based on scale. This then gives all in the team a membership that they can access private web pages or have access to 'member specific ticketing' for events.

We're evaluating the platform for our car club and one of the key things we need is a public facing website. The THQ pages do the job functionally, but there seem to be very limited options for styling. e.g. background colour or image, custom CSS (e.g. fonts) It would also be handy to enable custom headers so we can enable things like Google Analytics. I understand that the web page function is probably not "core capability" for the platform, but an easy to maintain site is something our club really needs.

We use Tidy events with custom fields per ticket/order a lot, for pre-ordering meals and giving preferences at functions. Taking a pizza night as an example, we'll have a ticket type to order a whole pizza, and another ticket type to order an individual slice. If a member selects a whole pizza, then we have a custom field on it for them to choose which one of 8 pizzas they want; and other custom fields to say whether they need it gluten free, and whether they want to be in the early sitting or late sitting. We need to extract all that information out to collate lists of pizzas to order for each drop, etc. I do that currently by exporting the event attendees as a CSV (which includes all those custom fields), slicing and dicing the data in a spreadsheet, and then sharing it with the rest of the committee. While that's fine, it's very manual, and it depends on me manually crunching the numbers which can't always happen as often as it needs to. I had planned to use the Tidy APIs to periodically pull the latest ticket data into a Google Sheet to automate the whole process, but this is area seems to be a gap in the current APIs. The Tidy team have confirmed that the ticket information isn't currently available through the webhooks, so really the only way to export it is via the manual send as CSV button. I can imagine that API usage is still fairly limited for many volunteer run clubs, so this request is probably quite niche. But as coding agents and vibe coding become more and more widespread I can imagine many other admins like me would be looking to build something to automate away some of the manual burdens like this.

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!

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