Feature Ideas

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.

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

Change to 'membership expired' notification, so that TidyHQ does not send this to a member who has an active membership. For example, as a club with different membership levels, if a member elects not to renew their 'Silver' membership in favour of purchasing a 'Gold' membership, they continue to receive the 'expired' notification, because their profile has an expired membership attached to it (despite the person being an 'active' member). Alternatively, the ability to choose who receives membership expired notifications, so that clubs can manually (worst case) ensure that select members who fall into the above category do not receive the automated expired notifications that other members get.

I've been using the free trial to run some small community groups over the past 5 years. We're all volunteers and don't charge any membership fees. I've just hit the email limit and thought it might be time to start paying (I love the product). However, its all or nothing. We can't afford $79/month for the full-fat subscription, and I don't see a diet alternative. I'd be quite happy paying, say £5 or £10/month for a bit more functionality. I totally get that you are a for-profit business and so need paying! :-) Some kind of paid menu for your services would make it easier for the people on free subscriptions to start giving you money as they grow. Today I'm thinking that for $79/month I'm going to need to group emails from my office365 account, which is a total pain, but avoids a significant cash outlay.

When sending an email with merge tags, the preview fills in the sender's details as though they were a recipient. This is better than nothing but it can be confusing. Ideally it would be possible to preview the email with a recipient's merge tags, or perhaps with sample data.

Save time by batching similar tasks together using labels. You’ll be able to pull up a list of all tasks with any given label in a matter of seconds. For example label all of the fundraising tasks, or governance tasks or game day tasks. These are different to project labels (events) as you can have multiple tags - a task might be involved with finances, governance and fundraising and also be part of a project. Similar to: https://todoist.com/help/articles/introduction-to-labels

When importing past membership data (members who were active in previous years but may or may not be current) the importer currently creates live records that feed into renewal reminders, payment history, and membership status logic. This makes historical data migration risky: importing a 1990–91 membership record for someone who is also an active member today can interfere with their current renewal cycle. Thanks to Joel Solak at Pipe Bands Australia for raising this one. A simple "this is a historical record" checkbox on the bulk import wizard would fix this. Memberships imported with that flag set would be stored for reference, visible on the contact profile and included in exports. But they would not create payment records, trigger renewal or expiry emails, or count toward current membership status. This would make it safe to import decades of archival data (in multiple passes) without touching live membership logic.

When a visitor submits the contact form, the organisation receives an email with the hardcoded subject "Message from TidyHQ contact form" — regardless of what the enquiry is about. For organisations receiving a mix of membership questions, event queries, and general enquiries, every message looks identical until opened, making it hard to triage or route to the right person. It would help to have an optional Subject field on the contact form that visitors can fill in, with the subject then appearing in the notification email. Admins could enable or disable the field in their form settings, and choose whether it's required or optional. This would bring the contact form in line with the flexibility already available on membership and event forms.

It would greatly improve the user experience if TidyHQ could automatically detect valid URLs in custom field values and display them as clickable hyperlinks on both the member profile and the administrator contact page. Instead of displaying plain text, TidyHQ could show it as a clickable link or an Open Link button. This would make it much easier for members to access external resources while keeping the flexibility of custom fields.

Our organisation records members’ full legal names: first name, middle name or other given names, and surname. TidyHQ currently provides fields for first name, last name and nickname, but no dedicated place for middle names. We have many members with matching first and last names, so recording middle names is important for accurately identifying and distinguishing members. At present, we have to enter middle names in the “First name” field. This causes confusion and pushback from members because their first name is then displayed incorrectly. Could TidyHQ cosinder adding an optional “Middle name” or “Other given names” field to member records? This field would not need to appear prominently throughout TidyHQ or be included in a member’s usual display name. We primarily need administrators to be able to record and view it when checking or managing membership records. Ideally, it would also be searchable and available in member exports. Suggested requirements: An optional “Middle name” or “Other given names” field Visible to authorised administrators on the member record Not included in the member’s normal display name by default Searchable to help distinguish members with matching names Included in membership data exports

Since Group Messaging is being phased out, will 'reply-all' still work with groups that have the 'enable group members to message each other' set? And if so, will Tidy add the Group Messaging feature of alerting the sender and the recipient that a reply will go to all in the list? We understand the use of 'reply-all' can create a 'reply-all storm' if not not used correctly. However, as long as it is used correctly, and only in small groups, it is essential to keep all 'in the loop'.

If you want to assign a task to a large group, it is painful to enter them one at a time

The net cash position in the overview tab makes no sense as it does not equal whats in the bank account. I can not honestly see how the way it is currently calculated is helpful in any way. If I run a report to include all the dates of the time I have been entering transactions into tidy the net cash position equals whats in the bank account. I have just spent the last couple of hours trawling through bank account transactions to try and find a ghost missing transaction that didnt exist because the net cash position does not equal the bank account total!

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.