Feature Ideas

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.

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).

Being able to send outstanding task lists/reminders to owners/role/admins responsible

Introduce functionality within TidyHQ Events that allows organisers to sell a bundle of individual event tickets for a single, discounted package price. Suggested Functionality: Event organisers could create a ticket package that includes admission to multiple separately listed events, with the following capabilities: Bundle Configuration: Select multiple existing event tickets and combine them into one package.Package Pricing: Set a single price for the entire bundle, rather than charging the combined individual ticket prices.Individual Ticket Generation: Upon purchase, automatically generate separate tickets for each included event, each with its own QR code. Capacity Management: Automatically adjust ticket availability for each included event when a bundle is purchased.Reporting: Record the package sale while maintaining accurate attendance and ticket allocation records for each event.

When a meeting agenda is created from a template and an agenda item has to be moved to a different location, it some times reverts to it's original location when the agenda is printed even though when looking live in Tidy HQ it appears in the correct location. It would be great if printed versions always correctly reflected all changes made to the agenda.

The TidyHQ Meetings module is a great foundation. It handles setting agendas, emailing committee members and sharing outcomes really well. What’s missing is a way to bring in the meeting record itself. Most organisations already have tools that capture discussions automatically, such as Microsoft Teams, Otter.ai, or even a recording on a phone. AI can then pull out key discussion points and action items far faster and more completely than a secretary /committee member can while also trying to take part in the meeting. At the moment, Zoom is the only integration for this. As a secretary, I’d rather spend the meeting engaged in the discussion than taking notes, and I shouldn’t be limited to one platform to do that. I am part of a small NFP - so would struggle to justify Zoom expense when I can access other applications already. My suggestion: rather than building or integrating with every capture tool, let organisations use whatever recording and AI tools suit them, and give your members a simple way to upload meeting outcomes into TidyHQ. For example - uploading a minutes document (Word, PDF or text) in a specific format which updates the action and decision items in TidyHQ automatically against the topics that were included in the agenda. This keeps TidyHQ as the central record of meetings and decisions, without tying organisations to a single platform and ensure some of the benefits of the TidyHQ meeting module can still be used.

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

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

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.

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.

A systemised way of collecting votes for particular meeting topics.

We currently have more than 3,000 emails in our inbox. Being able to categorise emails when archiving them (under Communication) would enable easier access if we need to find a particular conversation thread or an issue previously discussed via email. Email communications are part of the historical governance of an association and therefore some emails have to be stored. Allowing easier ways to find archived emails without having to search through the inbox would make life a lot easier. We change committee members each year and new people have to learn TidyHQ. These new committee members may not have the historical knowledge of our association. Having an easier way to find archived emails would help immensely and improve workflow. Currently, archiving emails does not allow for categorisation of each email for each of access. Thank you. Looking forward to having this option made available in TidyHQ.