General Info

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56 articles in this collection
Written by Jordan Gilman

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