Feature Ideas

When running a Board meeting I need to share the meeting agenda and then minutes with Board members. Currently, we need to have all Board members as Admins to the Tidy account which isn't wanted or necessary (and often confuses board members) Instead, it would be great if we have 'Visible to: only those with the link' OR 'Visible to: a particular Contact Group' which would require them to log in to see. Copying the pattern you use with Membership or Event Tickets. If they had to log in to see the agenda it would also allow some analytics or insights which would be very valuable for Board performance reporting - understand which contacts (Board members) accessed the agenda and when - was it a week before the meetings or was it 5 minutes before the meeting? The current Public Meetings feature is great, but just need it restricted.

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?

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Problem: An organisation has a card in the name of director A, which was set up in TidyHQ by another employee B, primarily for their annual subscription. It's either A or a third employee, C, who actually sends the SMSes. Presently, C can't add SMS credit because they didn't set up the payment method. If A or C set the card up instead, that'd solve the problem for them but not for anyone else. Possible solutions: Allow B to mark the payment method as usable by other admins with billing access. Allow multiple payment methods to be set up, one per admin (even if each are actually A's card).

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.

By incorporating Merge Tags within webpages, content could be more personalised, such as greeting a member with {{first_name}}, or referencing their {{country}}, etc.

Refunding a transaction and cancelling the thing it pays for are distinct in the platform for good reasons. But often when we cancel a membership/ticket/order we also want to refund the transaction (and vice-versa).