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

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

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

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

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

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

How do I setup a photo gallery?

Written by Jordan Gilman
Updated over a week ago