General Info

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74 articles in this collection
Written by Jordan Gilman and Frank Calabrese

Sync Every Transaction with QuickBooks Online

Leverage our integration with Quickbooks for real-time accounting for every transaction that flows through PeopleVine.
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Written by Frank Calabrese
Updated this week

Setup NCR Silver Pro with PeopleVine Loyalty

Follow these steps to configure your NCR Silver Pro to work with PeopleVine loyalty in real-time.
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Written by Frank Calabrese
Updated this week

Gain Better Control Over Your Maximum Capacity by Linking Ticket Inventory

You can link the inventory of multiple tickets in order to keep everything in sync as tickets are sold.
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Written by Frank Calabrese
Updated this week

Jump to the Next Event with /next after the URL

You can make it easy for people to browse your events (in larger view) by offering a Next Event link to your...
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Written by Frank Calabrese
Updated this week

A Guide to Operating PeopleVine

I created a guidebook to help you operate the different features of PeopleVine. Check out this article to learn more.
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Written by Frank Calabrese
Updated this week

User Stories and Flows for Your POS Integration

Read more about integrating your POS with PeopleVine and the user flows we recommend.
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Written by Frank Calabrese
Updated this week

How Does PeopleVine Integrate with and Leverage Social Networks

We currently integrate with Facebook, Twitter, Instagram and LinkedIn for specific functionality. Read the article to learn more on...
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Written by Frank Calabrese
Updated over a week ago

See Your Account Receivables and Auto Charge Monthly

Don't let your invoices go unpaid. Follow this article to see how you can monitor your Account Receivables and ensure you're..
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Written by Frank Calabrese
Updated over a week ago

Add Venue Locations to Your Event Setup

You can customize the list of locations where you host your events by following these steps. You can use it to provide...
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Written by Frank Calabrese
Updated over a week ago

Need to Resend an E-mail/Newsletter to Someone Individually? And even include cc.

You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.
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Written by Frank Calabrese
Updated over a week ago

How to Setup a Portal to Allow Your Partners/Operators to Redeem Gift Cards

See how to setup a portal designed for your partners to redeem rewards/gift cards.
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Written by Frank Calabrese
Updated over a week ago

Integrating and Configuring your Aireus POS with PeopleVine

This step-by-step guide will show you how to utilize the Aireus POS integration with PeopleVine and configure the initial pieces.
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Written by Frank Calabrese
Updated over a week ago

Understand How Subscriptions are Processed and How to Put on Hold

In this article, we'll share with you the various statuses available for subscriptions and how to leverage them to put people on hold...
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Written by Frank Calabrese
Updated over a week ago

Add a CC Email to a CRM Account for their Admin or Another Inbox to get the Same

You can now add a CC Email address to a CRM record that is used to carbon copy any outgoing e-mail to this person.
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Written by Frank Calabrese
Updated over a week ago

Deploy Your PeopleVine App to the App Store Under Your Brand & Developer Account

Looking to add an app to your digital portfolio? This article will show you how to ensure your brand is all over it including being the ...
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Written by Frank Calabrese
Updated over a week ago

Setup an Application to Capture Spouse/Partner Info and Link Together

Make sure you follow these steps when setting up your application and looking to include spouse or partner information in the application.
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Written by Frank Calabrese
Updated over a week ago

A Step by Step Guide to Using Rewards at the POS

A quick guide on how to add the member number, check their balance and then process their rewards.
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Written by Frank Calabrese
Updated over a week ago

PeopleVine Integrates

We are always looking for ways to update our platform to optimize its efficiency and efficacy.
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Written by Frank Calabrese
Updated over a week ago

Taking Payments via ACH (eCheck or Telecheck)

You can accept payments from your customers via direct bank withdrawals by setting up ACH or eCheck services.
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Written by Jordan Gilman
Updated over a week ago

Display the total items in your shopping cart in your website header

By using the HAPI variables {@cart_quantity@} and {@cart_total@}, you can add an always updated value within your website layout.
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Written by Jordan Gilman
Updated over a week ago

QSR Blog Article

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Written by Jordan Gilman
Updated over a week ago

The Ultimate Guide to Importing Data into PeopleVine

You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine...
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Written by Jordan Gilman
Updated over a week ago

Process Payment on File API Call

Learn how to connect your POS to PeopleVine and leverage our payment on file API for enabling convenience to your customers.
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Written by Jordan Gilman
Updated over a week ago

Configuring Your Payment Processor's Thresholds

Your credit card processor may have additional controls to manage fraud. Follow these steps to ensure billing transactions aren't blocked.
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Written by Jordan Gilman
Updated over a week ago

General Overview of Appointments and Reservations with the Scheduler Engine

This article provides an overview of the tools available to you and your people for scheduling time with either a person or item.
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Written by Jordan Gilman
Updated over a week ago

Delete a Membership Program You No Longer Utilize

Maybe you created it by mistake or migrated everyone over to something else... but if you don't need the data, here's how to get rid of it.
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Written by Jordan Gilman
Updated over a week ago

Sending Your Members to Download their Digital Membership Card

All members have access to a digital membership card and is active as soon as the membership is activated.
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Written by Jordan Gilman
Updated over a week ago

Setting Up Taxes

You can setup a blanket tax for most transactions in PeopleVine or you can specify a tax for specific functions.
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Written by Jordan Gilman
Updated over a week ago

Opt Out and Right to be Forgotten

We take people's privacy and opt-out requests serious, make sure you do too!
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Written by Jordan Gilman
Updated over a week ago

GDPR Readiness Checklist

With the launch of the newly mandated GDPR regulation, companies around the world should be ready to handle EU related data requests.
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Written by Jordan Gilman
Updated over a week ago

Setting up a landing page on a custom domain name.

Ready to start using PeopleVine for a new website/domain name?
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Written by Jordan Gilman
Updated over a week ago

Online Image Editor - Rotate, Resize, Crop, Flip and More

See how our image editor can help you with simple tasks in the cloud.
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Written by Jordan Gilman
Updated over a week ago

Adding a Google Verification HTML Page

There are several ways to verify your website with Google, one of which requires you to upload an html file to your server.
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Written by Jordan Gilman
Updated over a week ago

Adding Permissions to Your Pages and Experiences

Learn how to add a set of permissions to prevent the public from viewing specific pages.
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Written by Jordan Gilman
Updated over a week ago

Going Live with a New Landing Page and Web Layout

Now that you've changed up the design and tested your new site, follow these steps to make it live.
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Written by Jordan Gilman
Updated over a week ago

Getting Started with PeopleVine (First Steps)

Getting Started
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Written by Jordan Gilman
Updated over a week ago