Feature Ideas

We currently have more than 3,000 emails in our inbox. Being able to categorise emails when archiving them (under Communication) would enable easier access if we need to find a particular conversation thread or an issue previously discussed via email. Email communications are part of the historical governance of an association and therefore some emails have to be stored. Allowing easier ways to find archived emails without having to search through the inbox would make life a lot easier. We change committee members each year and new people have to learn TidyHQ. These new committee members may not have the historical knowledge of our association. Having an easier way to find archived emails would help immensely and improve workflow. Currently, archiving emails does not allow for categorisation of each email for each of access. Thank you. Looking forward to having this option made available in TidyHQ.

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.

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

Being able to send outstanding task lists/reminders to owners/role/admins responsible

The base of 100 emails quota a month is very restrictive - specially as next level up is 30k emails a month - Just a feedback..100emails is too little for most of us even in starting phase while communication is to a small community and couple of email or wrong mail out can restrict us to send out correct email etc. I suggest reviewing the base of 100 emails a month to may by 400-500 or may by 1000 emails a month to keep it easy for small clubs and associations. Next level up in membership takes it to 30k emails quota a month A meaningful suggestion - as paying around $1,000 a year to get this feature is not effective for us

During the login process after a member enters their email address and on the page requiring input of OTP code, the member's name is shown. I believe this is a security risk as it's shown before the member is fully authenticated and is open to security breaches. No personal information should be shown at this stage. In the least there should be an option for orgs to enable/disable this bit

Optionally be able to hide a ticket (typically complimentary) until a code is entered. We don't want to advertise that these tickets even exist. Usually these are tickets for sponsors, etc that are not members.

The TidyHQ Meetings module is a great foundation. It handles setting agendas, emailing committee members and sharing outcomes really well. What’s missing is a way to bring in the meeting record itself. Most organisations already have tools that capture discussions automatically, such as Microsoft Teams, Otter.ai, or even a recording on a phone. AI can then pull out key discussion points and action items far faster and more completely than a secretary /committee member can while also trying to take part in the meeting. At the moment, Zoom is the only integration for this. As a secretary, I’d rather spend the meeting engaged in the discussion than taking notes, and I shouldn’t be limited to one platform to do that. I am part of a small NFP - so would struggle to justify Zoom expense when I can access other applications already. My suggestion: rather than building or integrating with every capture tool, let organisations use whatever recording and AI tools suit them, and give your members a simple way to upload meeting outcomes into TidyHQ. For example - uploading a minutes document (Word, PDF or text) in a specific format which updates the action and decision items in TidyHQ automatically against the topics that were included in the agenda. This keeps TidyHQ as the central record of meetings and decisions, without tying organisations to a single platform and ensure some of the benefits of the TidyHQ meeting module can still be used.

Our club offers a complimentary full membership to anyone who successfully completes our Foundation licence training course. We have a membership level of 'Complimentary Member' with a fee of $0.00 and only disclosed by a link. Once they apply we create a full membership for them. This generates a receipt that says they paid the membership fee. This has caused confusion where 12 months on they think they paid for the membership and ask for the complimentary membership again. We'd like to be able to manually create a new membership with a $0.00 amount that is shown in the receipt.

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

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

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.