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.

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

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’ve already created custom questions in TidyHQ to capture Aboriginal and Torres Strait Islander identification and gender, and set up smart groups to help break down our membership. It would be great if these figures could be easily generated in a report, showing both totals and percentages—for example, total people covered by paid memberships, juniors, female members and female juniors. A breakdown by age group would also be really handy. Being able to download or print a dated report would be really useful for committee meetings, AGMs, grant applications and tracking how our membership is growing.

Suspended Members - Find everyone in your club who has a suspension listed on their profile. This include members who are suspended for Medical, Arrears Owing, etc by AusCycling.

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.

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