Feature Ideas

MYOB Essentials Integration

Advanced filtering needs an 'or' option. Filter X OR Y OR Z etc etc. Can't believe it is not part of the product.

When setting up memberships for the first time you don't necessarily have Stripe set up yet, so the membership is hidden. It'd also be nice to be able to run through the membership flow including checkout, for assurance.

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.

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 hasn’t renewed their assisting membership. I know it’s 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 )

Issues with all family members being able to download their own unique digital membership cards if on a Family membership. They can all only download one family member's card from the link provided in the "renewal success" email that's generated. Whilst they are able to sign in to their member account to download, we are getting push-back that they don't want to do this and just each want a unique link to click and download. Appreciate support for this idea.

Ability to discount memberships (pro rata for part year)

Categorise or tag events to sort them. So I can see all of the events or refine them to referee events or coach events or clinics only. Being able to filter on the administration side and on the public side.

We're evaluating the platform for our car club and one of the key things we need is a public facing website. The THQ pages do the job functionally, but there seem to be very limited options for styling. e.g. background colour or image, custom CSS (e.g. fonts) It would also be handy to enable custom headers so we can enable things like Google Analytics. I understand that the web page function is probably not "core capability" for the platform, but an easy to maintain site is something our club really needs.

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

"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

There isn't an easy way in the interface to search for a specific email or subject or text within the email. The best you can do is use the CMD+F browser find/search functionality but this often isn't useful if you have pages of emails or years of history. Example being with a club who had to find all correspondence to do with a specific member and spent quite a few hours going through everything page by page.

Can you please look at a way to sign off minutes. We have a rule here that minutes need to be reviewed by the Chair and electronically signed before lodging with OFT.