Feature Ideas

Ability to add membership numbers to new members for the year or generate a membership number for all members that sign up.

It would be great to have a calendar function for club events that can be seen by those who have admin/ role access. This would eliminate the need to have multiple calendars/spreadsheets

When a member logs into their account, being able to set which webpage (landing page) they see directly after entering their password would customise their experience. This could be best on membership type.

Is it possible to pass on the TidyHq and Stripe fees to the customers

Similar to the calendar available on the admin page, it would be useful to have a calendar view of events, meetings, games, etc that can be shared publicly with members on the organisation's website. Some organisations already use Google Calendar or TeamUp as their calendar so ideally allowing via a Zapier or Integrately connection the pushing of events, meetings etc into one of these could also work.

Currently it seems like with rolling renewals, if someone renews after the expiry date they renew from the date of renewal, not the expiry date. This creates a gap in their membership and is not how we run our memberships. Could we have an option so that renewals after the membership expires renew from the expiry date please?

Would love to know what some reporting of uptake of digital cards in our membership database, with a split of Google vs Apple. or potentially adding an opt-in button to have a physical card or digital card only. Which would help save clubs unnecessary costs of plastic cards.

Hey Team, I would like an option to be able to part refund an order and or be able to change an order for a customer.

Stripe supports BNPL (Afterpay and similar). It's not just a matter of switching it on at Tidy's end though; there's some foundational work we would have to do to use Stripe at a higher level than just charging a card. Note: BNPLs have significantly higher payment fees than cards or bank transfers do. This is (largely) because the merchant gets paid upfront - and then the BNPL provider is on the hook for collecting the other instalments from the customer. As a merchant, you make this trade as a marketing expense.

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!

A systemised way of collecting votes for particular meeting topics.

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).

Have the status of "Applicant" until the membership has been approved. At this point the status would be updated to Member

Ability to add a task to a Google calendar (or other email calendar system like Outlook)

I have no way to address spam because I can't report it as I don't appear to have access to the headers. I can work on this with gmail and zoho which are the major sources of abuse but to do so I need headers. Thanks!