Feature Ideas

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.

Managing events that are scheduled months out leads to people needing to drop for various reasons and having a simple way of dropping someone and having a list of people that can step in and send them an invoice for payment would make some of the logistics easier.

Enable RSVPs to let anyone register their attendance online. Each RSVP automatically creates a contact record (if they don’t already exist).You can see attendance under the Attendees tab and export it later if required.Attach your agenda or reports publicly for easy pre-reading.

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!

Send as email addresses – I haven’t figured out how to actually send as an email address. I want the email to come from my Role email

There are options within membership to alert specific people or a group when a new membership is sold or renewed. However, when you sell an event ticket there is no option for that same alert.

As secretary I don't have time following up outstanding tasks while the reminder AHEAD of due date is good .. it would also be a time saver if Tidy HQ sent reminder emails for overdue tasks which forced committee members to action/close or update. As a new committee using TidyHQ this would help committee members to get into the rhythym of closing out tasks which enables smoother management of agendas for committee meetings.

The "simple" filters for Contacts can yield answers that are unobtainable using Advanced Filters. For example, it is not possible to obtain the correct answer to the question "Who is currently in membership level XXX?" using an advanced filter as, at best, it will include every current member who was in membership level XXX at any time in past. The request is to allow Smart Groups to include not only Advanced Filters but also "Simple" Filters in their selection logic.

If there was a 3rd choice when checking out for a Membership for an “Invoice me”That 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.

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

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.

"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

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.

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.