Feature Ideas

Change to 'membership expired' notification, so that TidyHQ does not send this to a member who has an active membership. For example, as a club with different membership levels, if a member elects not to renew their 'Silver' membership in favour of purchasing a 'Gold' membership, they continue to receive the 'expired' notification, because their profile has an expired membership attached to it (despite the person being an 'active' member). Alternatively, the ability to choose who receives membership expired notifications, so that clubs can manually (worst case) ensure that select members who fall into the above category do not receive the automated expired notifications that other members get.

TidyHQ allows memberships to be created in bulk from a contact group. However, some contacts in the selected group may already have a membership or may not need the new membership. At present, the bulk process includes everyone in the group, which can result in duplicate or unintended memberships being issued. It would be helpful if the process displayed the contacts in the selected group before creating the memberships and allowed administrators to exclude or deselect individual contacts. Ideally, the process could also: Automatically identify contacts who already hold the selected membership Exclude existing membership holders by default Show a warning beside possible duplicates Provide checkboxes to include or exclude each contact

"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

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

Being able to identify send issues (eg. Hard Bounces, Spam Filters, etc.) for Communications emails would be extremely helpful, particularly for clubs with large email lists (1000+). Saves having to manually scroll through pages of information to find Bounces.

Ability to discount memberships (pro rata for part year)

Hi, We're going to be implementing digital membership cards this year. Our club has a number of membership levels, including a very high cost one for premium members (e.g. $1500/annum), Life memberhips, and others. It would be great if we could assign different digital membership formats/templates to different levels, with things like different colours and different images, to signify the different membership level our member has signed up to.

It would be awesome if we could export all contacts with a current membership everyday without having to request it each time. Even better if it could always be exported to the same download address.

We are setting up ticketing for our Expo and would like to offer an Exhibitor Customer ticket. Each exhibitor would receive a unique referral or pass code to share with its customers. Ideally, all customers would select the same ticket type but enter the code supplied by the referring exhibitor. — NPAA (It is of course possible to have one ticket type per exhibitor but then the list gets very long.)

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

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.

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.

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.