Feature Ideas

Under our association rules it is a requirement that AGM minutes are signed. At the moment this is a 'clunky' process in TidyHQ.

For some orgs, there's no need for the admin name to be shown.

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

When running a Board meeting I need to share the meeting agenda and then minutes with Board members. Currently, we need to have all Board members as Admins to the Tidy account which isn't wanted or necessary (and often confuses board members) Instead, it would be great if we have 'Visible to: only those with the link' OR 'Visible to: a particular Contact Group' which would require them to log in to see. Copying the pattern you use with Membership or Event Tickets. If they had to log in to see the agenda it would also allow some analytics or insights which would be very valuable for Board performance reporting - understand which contacts (Board members) accessed the agenda and when - was it a week before the meetings or was it 5 minutes before the meeting? The current Public Meetings feature is great, but just need it restricted.

Can you set up the ability to create an EOI form, where the fields are taken from the Custom Fields but no payment is required? 2023 Player EOI Form for example. Currently, the only way to do anything like this is to set up a 'FREE EVENT' but the process for this is cumbersome if you just want to collect information and store the details.

It would be helpful to offer scheduling of meeting and/or event reminders during meeting/event creation. An invitation may be created and sent a month out but there's no way to remind members unless you re-send the meeting or event invitation.

It would be helpful to have an online directory module so that general members can reach and view other member's contact info (email address, mobile phone).

Basic function within Tidy that stored basic member data when their digital membership card was scanned to enable targeted marketing - ie those who come to games versus those who don't

It should be a simple task to add another option to the share and event that will download a ics file that can be imported into a calendar.

When you click on "Possible Duplicates" the only option is to go through them individually, which is very time consuming

I have discovered that Rolling membership renewal date is based on payment date, not expiry date of subscription. This means early payers are penalised by having a shortened membership and late payers are rewarded by an extended membership. If renewal of membership is within the set time for renewal to be allowed then the membership should run from expiry date. Our constitution allows for 5 months non-payment before a member loses membership of the society

Would love to see a function to be able to do a bulk download of selected files. When re-filing or re-naming multiple documents, it is a VERY slow process. Once downloaded on to my device, i could quickly do the filing and name changes, then do a bulk upload. If there is already a function for this i would love to know.

How do I ensure that text formatting is consistent. I am writing text for a waiver in Memberships. I have tried importing text from Word. I have imported text with all formatting stripped. I have tried typing in my own text as well, but the body text changes font and size and the bullet points are spaced differently. How can I ensure that the whole section is consistent?

I need to be able to send test emails before they go to a wider group.

We're using TidyHQ for the first time this year, and unfortunately the requirement for a membership to have an email address is starting to cause us significant problems for our club members and player members. The main issue is that we have people sponsor players, meaning that the player's annual club fees are paid for them. Last year this was accommodated by having the person sponsoring the player purchase a membership from the Square POS online shop, and then in a "special instructions" field, the player's name was specified. Somebody would manually record that via spreadsheets. Because of the requirement for a member email address, I've flipped it around so that the player registers themselves and then lists the name and email address of the sponsor. The sponsor would then be sent an invoice that they could pay with a credit card. The trouble with this option is that the player then needs to know the sponsors name and email address (not too much of an issue), however then somebody has to manually issue the invoices for payment and then reconsile them or become a debt collector chasing payments. We're investigating some other options, in particular the ability in TidyHQ to purchase memberships for somebody else once logged in to TidyHQ (which we didn't realise was an option until Monday), however with any of those options, we still run into the requirement that for a membership an email address is required. Email addresses being required is also an issue for some of our older retired members who aren't all that computer savvy and don't really use email - SMS is the main way they use to communicate electronically. I personally see value in using a platform like TidyHQ to manage our memberships, as it should allow our volunteer committee members to avoid using things like spreadsheets to perform certain tasks. Based on the feedback I'm getting from some other committee members about how using TidyHQ for memberships is seen to be more "clunky" than using Square POS before, I'm expecting that next year the committee might decide to go back to the less efficient, yet more convenient for a club members, memberships via the Square POS online shop. I can understand the idea of TidyHQ requiring email address so that members have logins and can then login to TidyHQ to do things like purchase merchandise, register for club events or find out out about club events. However I don't think many members of our club would login for those reasons, they have been used to doing that via other means e.g. finding out about club events via social media or for older members, word of mouth.