Feature Ideas

Illustrate the live bank account balance. Phase 2 could be to pull in or sync transaction line items.

Allow for customers to use Direct Debit to pay for memberships, event tickets, shop items. Similar to the way credit card payment option works but bank details are inserted and charged.

I have some administrators that only need access to some Contact Groups - to email them. It would be good to also allow for read-only permissions for finances and meetings. Right now administrator permissions are very broad.

Almost every meeting I've wanted to create a sub item to an agenda sub item (eg: Financial / Awaiting Payments / XYZ Company 2 weeks overdue). This came up in conversation with my son last night when he was creating an agenda on TidyHQ for the organisation he is the secretary for.

The ability for an existing task to be added to a meeting. The functionality already exists but it could be made better. -LB

Often users change their email or there is an error in the email address. The ability for the administrator to see the login history of a contact would be very helpful when resolving problems of multiple contracts and errors in email addresses. NOTE that we don't let users register themselves for membership, we control the registration which sometimes leads to errors in email addresses being entered, a combination of entry error and difficult to read email addresses. Consequently we have no way of checking if the welcome email was received or if the users has ever logged in to set their password.

For events that have member only tickets, it would be ideal that when you select the tickets, you can select the member profile (whether adult or child) that the ticket relates to, rather than having to input the information when it is already there from the membership profile. In an ideal world too, being able to tick that the event is child only (or same for adults) so that only the children are registered for the event, and not the adult profile.

Ability to hide events from the Club's General Events for the purpose of settings up a Private Function - Like a Sponsors Dinner

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.

"

Create a dashboard or reports to help with illustrating to a committee or board what is happening with memberships. Date/Period - Be able to define the period we want to report on (like Finance reports) Have it compared with the same, previous period Growth - Monthly Recurring Revenue (MRR) from Memberships. It can be thought of as the total amount of revenue you can reliably expect to receive on a recurring basis. It is one of the most important metrics for a Membership organisation to track, as it provides a forward-looking measure of growth and predicted revenue. We can calculate the approximate MRR by summing the monthly normalized amounts of all subscriptions from which payment is being collected at that time. For example, an annual subscription for $1,200 only counts $100 towards your MRR. This includes subscriptions in the status=active and status=past_due states. MRR Growth Net Revenue New Members - This occurs when a new or existing customer starts a new active subscription, or upgrades from a free subscription to a paid subscription. Products - MRR by M'Ship Level Retention - Member churn rate - The churn rate is measured by the sum of churned members/subscribers in the past 30 days divided by the number of active members/subscribers as of 30 days ago, plus any new members/subscribers in those 30 days. Churned Revenue - The churned revenue for a given period is a sum of lost Monthly Recurring Revenue ("MRR”) from churned members/subscribers. If a customer has two subscriptions and cancels both, we will count each cancellation as a churned member/subscriber. Member retention by cohort - Revenue retention by cohort Members - Average Revenue Per Member (ARPM) - is the total Monthly Recurring Revenue (MRR) divided by the number of active members/subscribers. Lifetime Value (LTV) Recently Churned Members New Members Number of Members holding 1, 2, 3+ Active Memberships

If there was a 3rd choice when checking out for a Membership for an “Invoice me”That would allow the person to complete the membership application and then have the system raise and send a manual invoice.Similar to when manually processing a member and sending an invoice, it would allow us to track the payment via another means or handle part payments.

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