Feature Ideas
Submit IdeaCalendar thats works as a normal calendar not just for meetings and tasks
Kathie T0
Tasks to have not just date but also time
Again in attempt to use tasks in lieu of full calendar functionality - tasks to have time attributes and not just default to "all day"
Craig D#Improvement π#Tasks β #Dashboard π₯οΈ1
Meeting templates - ability to save agendas as a 'template' for use later
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Isaak Dury5
Invoice as a checkout option
If there was a 3rd choice when checking out for a Membership for an βInvoice meβThat 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.
Isaak Dury#Improvement π#Memberships π«Ά#Finances π°14
Electronic Signatures for Meetings
In a recent audit, we were picked up for not having out minutes signed. As there is no ability for the Chair to sign electronically, we had to print a hard copy of all minutes and get him to sign for the auditor. Can Tidy HQ please consider adding ability to do electronic signatures by the chair
Fiona G#Improvement π#Meetings π©βπ»1
Ability to manually checkout a shop item that was paid for in cash.
We often get people coming to the clubhouse and buying a piece of merchandise over the bar/counter. We want to be able to manually record a purchase (like we do with event tickets).
Isaak Dury#Shop π7
Have TidyHQ & Stripe Fees Show as Expense
For the Finance pages to be really useable the income should be listed as what is charged to the members etc. and the TidyHQ Fee & Stripe (or other) transaction fees should list as an expense. - I understand why this is not done currently but it is not correct from a reporting point of view.
Travis L3
Events - ability to have events visible to certain Groups only
At the moment, an event is either public (with all details visible) or admin only. If it's public, info like date, time & location can be seen by anyone. There is the ability to limit ticket purchasing to members only but this doesn't stop random people showing up at your event because they have location info. If it's admin only, members can't purchase tickets without manual processing by an admin. It would be useful to have a setting for events where you could make the entire event just visible to a Group (like Members) so this information is unavailable to the general public but members are still able to buy tickets.
Isaak Dury6
Check in Attendee
Being able to check in an event attendee to be able to easily mark them off a list
Treasurer Q6
TidyHQ and Stripe costs
Is it possible to pass on the TidyHq and Stripe fees to the customers
Michelle M2
Auto update a members age and years of membership
Our club needs to know at a glance a members age as juniors and Adults are billed differently. We also need to know how long a member has been with the club ( ie current date minus date of joining) as we present awards at AGM for years of service. Finally we need to keep track of our association membership expiry dates and be alerted if a member hasnβt renewed their assisting membership. I know itβs a throwback to excel ( which I still must use) but would configurable custom fields that can perform simple customizable date calculations be possible (ie this date less that date or is todays date after this pre-entered date etc )
Andrew T#Improvement π#Memberships π«Ά2
Recurring Events / Bookings
Issue: Events in TidyHQ are 'one off' in nature, you can duplicate an event but you cannot create sequential events in a series Value: Organisations tend to have a program of events (i.e. introduction to sport program 8-10 week program) Historically organisations are using sheets of paper, excel, any third-party software. It is a really clunky introduction to the program and the parents registering them. The first impression is everything for retention/engagement As a: TidyHQ Administrator I want: My club contacts, to be able to register their children into our club for a multiple week event So that: So we can engage and reengage them and their children into the sport/club to create a lifetime love, joy, passion, engagement with the sport/club -LB
Isaak Dury4
Ability to assign a task to multiple people
Often during a meeting there are tasks that apply to more than one person (eg: working as a subcommittee) however at this stage the only way to do this is to create the task two or three times, each to a different person. The other advantage of having a shared task assignment is that if one of the people work on the task, they could leave a note in the task for the other assignees to see (this could avoid duplication works)
Andrew C#Improvement π#Meetings π©βπ»#Tasks β1
Autosave for the Meeting Minutes.
I recently lost the entire meeting minutes when at the last agenda item. Yes, I should have been saving as I went but I didn't.
Robert C#Improvement π#Meetings π©βπ»3
Split the dashboard - ie 1) Events meetings, sessions 2) Financial
Why - as a club we maintain a calendar of events, meetings of various coimmittees and sessions - some recurring, some one off eg hires stc. - Often there are two or 3 events / sessions running concurrently Who benefits a) Board and Activity managers planning events b) members can see whats happening at a at a cat
Doug M#Events π#Finances π°#Dashboard π₯οΈ2