Feature Ideas
Submit IdeaCorporate or Team Memberships
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.
Isaak Dury1
Donation Page // New Feature
A donation page to accept donations. Allow for a custom $$ amount OR Allow for fixed $$ amounts. Form: First NameLast Name[] Option - Make the donation anonymous - the org still needs personal details but promises to keep the information private)[] Option - Make the donation on behalf of a company.Email - RequiredPhone - Required[] By donating with this form, you agree to our Privacy Policy and Terms of Service[] Option - Sign me up for the mailing list Payment form - credit card, direct debit Nice to haves Custom backgroundDonations Campaign description - why would I donate to this?Add a comment to a donation amount so people know what amount will provide the org to doPay with Apple PayDonation Goal - so we can see how far we have come and got to go.Set a minimum donation amount
Isaak Dury9
Permissions for Storage Folders
Add permissions to folders within Storage to be able to manage who has access to them and make certain folders read-only.Ex/ You might like the Coaches Group to only access the folder with the Clubs Vision, Values and Strategic plan but you do not want them getting into any other folders.
Lauren @ T1
Blog / News articles
Similar to events it would be good if you could publish news articles to the home page so that they are easily seen and this accessed by members. It's quite common for websites to have a unified place for blogs or posts, which also stores past page archives. With this feature, we could share past-event recaps directly on our website instead of using external platforms like Facebook. At present, we can only edit past events, which is not the most effective solution. Having a centralized feed for blogs, events, and similar content would be highly beneficial.
Peter O5
Add profile data to purchased tickets
When a Member purchases a ticket we would like some of their profile information to be copied across to the ticket. We have a set of custom fields for each Membership and if we could auto populate these into the ticket it would make the ticket purchasing much easier. So far, we have resisted using the TidyHQ ticketing system because of this and it makes for more admin for the Club's Events Manager. We currently have a single form page on the website which is easy for members to use and don't want to go to the 4 form TidyHQ version unless it makes it much easier for our members to enter their data. Form on website: http://club4x4.org.au/trips/trip-bookings/
Geoff A1
Ability to reduce/waive membership fees
When transferring a group of members to a new level, it's often advisable to temporarily zero out the fee for the level so as to not create extra payment records. That's OK for a one-off bulk action, but it's less OK for occasional waiver of fees or individual transfers. What this could look like: in the New Membership flow, you'd have an extra field "discount payment by $amount" (entirely free memberships can take a payment type of "Other").
Alex Jago2
Online Store Digital Delivery
Retailers of non-physical items would benefit from this. Items such as: digital books / training, audio / video of conferences (et al), and I'm sure much more. I think there should be two types: Externally hosted (a link) and internally hosted (hosted within TidyHQ). That will allow TidyHQ to manage costs, and let clients with existing content delivery systems to integrate simply. This might also be worth adding to events as a post-signup automation. Event sign up triggers automatic delivery of digital goods (pre-req reading etc).
Mark D0
Expose event ticket details to APIs / web hooks
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.
Alex M0
Share link for folders
We're an association with a committee (set up as admins) plus general members, and our general members need access to a set of files sitting in our TidyHQ Storage. There doesn't seem to be a native way to give general (non-admin) members view access, so at the moment we open every file, copy its share link, and manually link each one into a custom HTML page we built for members, plus a few other workarounds outside TidyHQ. It works, but it's painful to maintain. โ CCWA
Alex Jago1
Tidy Integration with Square Payment Gateway and POS
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!
Isaak Dury28
Discount Codes โข Events, Shop, Memberships
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.
Isaak Dury29
Photo Gallery Option - Page
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
Travis L6
Separate/Private Inboxes for Each Role
"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
Stuart G14
'Or; filter
Advanced filtering needs an 'or' option. Filter X OR Y OR Z etc etc. Can't believe it is not part of the product.
Rainer W3
Ability to search emails
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.
Isaak Dury16