Feature Ideas

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.

Some organisations have substantial content in their web pages - a search function (respecting visibility controls) would be great.

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!

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

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.

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).

Have the status of "Applicant" until the membership has been approved. At this point the status would be updated to Member

It would improve ticket management for events and make life simpler for our volunteers if tickets bought through TidyHQ could be added to Apple or Google Wallet.

I think it would be helpful if Admins can do a report on how many times each web page is viewed by those who have access to view. This would need some sort of website analytics. I've always assumed the concept of web pages is in competition with Facebook pages. To this end we need to see if we're winning against Facebook when trying to get up to date information out there.

Our members are allocated pieces of equipment which we need to keep track of and make sure they return when they leave the organisation. I know we can add fields to membership details to list the equipment, or store an asset register in document storage, but it would be great if TidyHQ could manage assets so we can quickly identify either what equipment a member has, or identify which member has a piece of equipment (or if it is still in storage). The ability to record the service history for equipment would also be fantastic.

Currently, there is no way for members/guests to cancel their own tickets. We realise that there are significant complications in cancelling tickets where fees have been paid, but would it be possible to allow logged-in contacts to cancel their own tickets where no fee had been paid.

The description of the membership should be able to be viewed from the initial Membership page. Currently to view the description of each membership, you need to click on each button to see what each one of them include.

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)

As an admin I want the ability to save the layout of 'displayed fields' against contacts So that I can reuse the layout to consistently export the contact details to a .csv file

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.