General Info

Get a Daily Report of New Added Invoices and A/R Balances

You can subscribe to a daily A/R report in order to stay on top of your growing (or lowering) account receivables balances.

Written by Frank Calabrese
Updated over a week ago

Setup a Ticket Template to Quickly Copy to an Event

Written by Frank Calabrese
Updated over a week ago

Feature Attributes in Your Customer Attribute List

You can bring certain attributes to the top by prefixing it with ### (3 hashtag symbols)...

Written by Frank Calabrese
Updated over a week ago

Easily See If Subscription Payments Are Going to Expire Soon

When viewing your subscriptions, you will now see the expiration date for the credit card used to pay the subscription.

Written by Frank Calabrese
Updated over a week ago

Setup NCR Silver Pro with PeopleVine Loyalty

Follow these steps to configure your NCR Silver Pro to work with PeopleVine loyalty in real-time.

Written by Frank Calabrese
Updated over a week ago

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.

Written by Frank Calabrese
Updated over a week ago

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...

Written by Frank Calabrese
Updated over a week ago

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.

Written by Frank Calabrese
Updated over a week ago

User Stories and Flows for Your POS Integration

Read more about integrating your POS with PeopleVine and the user flows we recommend.

Written by Frank Calabrese
Updated over a week ago

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...

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..

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...

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.

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.

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.

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...

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.

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 ...

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.

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.

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.

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.

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.

Written by Jordan Gilman
Updated over a week ago

QSR Blog Article

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...

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.

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.

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.

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.

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.

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.

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!

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.

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?

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.

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.

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.

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.

Written by Jordan Gilman
Updated over a week ago

Getting Started with PeopleVine (First Steps)

Getting Started

Written by Jordan Gilman
Updated over a week ago

Get a Weekly Subscription Report to Your Inbox

Looking for a quick snapshot of your subscription and membership revenue? Subscribe to the Weekly Report to get this in your Inbox..

Written by Frank Calabrese
Updated over a week ago

Setting Up a Recurring Report that you can open in Excel Directly

You can generate a report with specific date parameter variables to pull the latest data and edit directly in Excel or Sheets.

Written by Jordan Gilman
Updated over a week ago

How do I correlate attribute data with other data in PeopleVine?

Written by Jordan Gilman
Updated over a week ago

Run a Report on Past Event Attendees

Written by Jordan Gilman
Updated over a week ago

Prepping Your File for Importing Customer Data

Written by Jordan Gilman
Updated over a week ago

How to Export a Custom Report

Written by Jordan Gilman
Updated over a week ago

Importing Data into PeopleVine

Written by Jordan Gilman
Updated over a week ago

How do I update my contact info on the Contact Us page?

Written by Jordan Gilman
Updated over a week ago

Where do responses to my contact us go to?

Written by Jordan Gilman
Updated over a week ago

How do I leverage a full-screen layout for my landing pages and ensure it works for out of the box pages?

Written by Jordan Gilman
Updated over a week ago

Use SAML based SSO Login for Your Website or App

You can leverage our /login/sso to get started with signing into your member portal with one-click SSO.

Written by Asifuzzaman Bappy
Updated over a week ago

PeopleVine Support, Service Level Agreement and Patch Management

We work hard to ensure 99.9% up-time across all PeopleVine components, here's how we handle bugs and fixes.

Written by Jordan Gilman
Updated over a week ago

General Security and Compliance

We work hard to meet the latest in security across all of our platform components, here's how.

Written by Jordan Gilman
Updated over a week ago

PeopleVine is Hosted in Microsoft Azure

Written by Jordan Gilman
Updated over a week ago

Ensuring Your Are PCI Compliant

Written by Jordan Gilman
Updated over a week ago

Platform Security

Written by Jordan Gilman
Updated over a week ago

Integrate Your POS with PeopleVine through Omnivore

We currently integrate with a variety of POS platforms through a 3rd party partner called Omnivore.

Written by Jordan Gilman
Updated this week

Authenticate Your Facebook Pages with PeopleVine

See how to connect your Facebook pages with PeopleVine to auto post on social.

Written by Asifuzzaman Bappy
Updated over a week ago

Add your FedEx account for real-time shipping costs

Provide an accurate shipping quote for your customers when shipping via FedEx

Written by Jordan Gilman
Updated over a week ago

Integrate Eventbrite with PeopleVine

Written by Jordan Gilman
Updated over a week ago

Sync Every Transaction with QuickBooks Online

Written by Jordan Gilman
Updated over a week ago

Quickbooks - Syncing and Re-syncing

In the event your data doesn't sync properly to Quickbooks (payment or invoice), you can sync the data and/or re-sync it for accuracy.

Written by Jordan Gilman
Updated over a week ago

POS Integration with Clover POS

Written by Jordan Gilman
Updated over a week ago

Setup Uber Rush Deliveries for eCommerce

Written by Jordan Gilman
Updated over a week ago

Omnivore - How to bring your location back online

Written by Jordan Gilman
Updated over a week ago

Contest - Scratch Off and Win

Written by Jordan Gilman
Updated over a week ago

Send email after check in

Written by Jordan Gilman
Updated over a week ago

Add a New Send From or Reply To for Your Newsletters

See how to enable certain e-mail addresses to be used as a sender/reply-to address when sending newsletters and e-mail notifications.

Written by Frank Calabrese
Updated over a week ago

How do I set up a new client with PeopleVine?

Written by Jordan Gilman
Updated over a week ago

How do I update my user profile and contact info (e.g. email address)?

Written by Jordan Gilman
Updated over a week ago

What can I do with PeopleVine?

Written by Jordan Gilman
Updated over a week ago

How do I prevent my newsletters and emails from going to spam? - Delivery Settings

Written by Jordan Gilman
Updated over a week ago

How does PeopleVine help with SEO?

Written by Jordan Gilman
Updated over a week ago

Add Notes to Your Packing Slips

Need to inform your team on how to handle a specific item? Use our packing slip notes that get added to the order packing slip for your team

Written by Asifuzzaman Bappy
Updated over a week ago

Enable Your Font Files to Work on Your Member Portal

Are your fonts not showing up in the member portal and/or you're seeing an error message in the console? Follow this tutorial to ....

Written by Asifuzzaman Bappy
Updated over a week ago

How do I connect PeopleVine to our social media accounts?

Written by Jordan Gilman
Updated over a week ago

What's the difference between a "user" and a "person" in the Control Panel?

Written by Jordan Gilman
Updated over a week ago

Make your site Bing-friendly (SEO)

Written by Jordan Gilman
Updated over a week ago

Make your site Google-friendly (SEO)

Written by Jordan Gilman
Updated over a week ago

QR code scanner recommendations

Written by Jordan Gilman
Updated over a week ago

Automating engagement through triggers

Written by Jordan Gilman
Updated over a week ago

Recommended Equipment for Scanning

Written by Jordan Gilman
Updated over a week ago

Privacy Policy

Written by Jordan Gilman
Updated over a week ago

Troubleshooting End User Issues

Written by Jordan Gilman
Updated over a week ago

May Updates Were Focused on Contact-Less Experiences, Membership Updates and Commerce

Check out the latest updates to our platform in May which include Postmates deliveries, local delivery windows, ....

Written by Asifuzzaman Bappy
Updated over a week ago

How do I setup a photo gallery?

Written by Jordan Gilman
Updated over a week ago