Platform Capabilities

Setup a Product Bundle to Sell as a Group with Options

Looking to sell a bunch of products in a bundle to keep track of inventory on an individual item basis and/or to allow people to build....

Written by Jordan Gilman
Updated over a week ago

Add Pick Up as an Option in eCommerce - You'll Get a Pick Up Order Confirmation

We built a one-click pick up order confirmation that is e-mailed directly to the location the order was placed at.

Written by Jordan Gilman
Updated over a week ago

Use the Navigation Builder to Easily Customize Your Portal Navigation

With the layout navigation builder, you can now easily build out your website navigation and add to it with a few quick steps.

Written by Frank Calabrese
Updated over a week ago

Looking for Repeat Orders? Setup your Products to Allow Subscriptions

Allow your customers to receive a product on a recurring basis, delivered direct to their door.

Written by Frank Calabrese
Updated over a week ago

Send a Notification, Trigger a Campaign, Webhook or Alert When Someone Updates their CRM Profile, Membership or Subscription

You can trigger automation when someone's profile is updated or specifically when they update themselves. As well when their subscription..

Written by Frank Calabrese
Updated over a week ago

Setup an Affinity Group (like "Wine Club") to Further Engage and Connect Your Members

By leveraging the membership component of PeopleVine you can setup an affinity group for your members to engage and ...

Written by Frank Calabrese
Updated over a week ago

How To Run A Report With Variables

exporting data

Written by Frank Calabrese
Updated over a week ago

How to create a custom landing page for users to land on

This article will show you how to create a custom page and setting it as the landing page when a user completes an action.

Written by Frank Calabrese
Updated over a week ago

Get a Daily Transaction Log of All Transactions with Net Payout After Taxes

This report will break out all your transactions by category and discounts, taxes and net amount paid.

Written by Frank Calabrese
Updated over a week ago

Get a Daily Payment Captured Log of All Transactions Processed in a Period of Time

This report will break out all your payments by member.

Written by Frank Calabrese
Updated over a week ago

How to Integrate Your POS to PeopleVine

We have built some standard methods that have helped our other POS integrations succeed. Please check out this article to get started.

Written by Frank Calabrese
Updated over a week ago

Customize the Page Where Your Members Download their Membership Card

Leverage this template to customize your /account/membership/# page with a custom template.

Written by Frank Calabrese
Updated over a week ago

Leverage an Existing Newsletter to Create a Reusable Snippet to Use in Future E-mails

You can take an existing newsletter, copy and paste the source and use this to create a new template.

Written by Frank Calabrese
Updated over a week ago

People Can Transfer Tickets to Other People To Build Your CRM

The goal is to build your CRM of loyal customers and the best way to do that is enabling your ticket purchasers to...

Written by Frank Calabrese
Updated over a week ago

Leverage Excel to Build Custom Reports and Charts that Stay Updated

Using the data export engine and the power of excel, you can build out charts, reports and dashboards leveraging...

Written by Frank Calabrese
Updated over a week ago

How to Setup a Magic Link Login for Your Members who Forget Their Password

You can setup a magic link login form so it's only one-click for your members to access their account.

Written by Frank Calabrese
Updated over a week ago

Keep Track of How Long Your Event Attendees Are There with Check In and Check Out Abilities

You can scan someone out using the same event ticket to track how long they attended the event for.

Written by Frank Calabrese
Updated over a week ago

Import Existing Events and Attendees When Migrating from Another Platform

Import Existing Events and Attendees When Migrating from Another Platform

Written by Frank Calabrese
Updated over a week ago

Reporting Dashboard - Quick Access to Top Used Reporting Tools

See a centralized view of all reports available across the various components in PeopleVine.

Written by Frank Calabrese
Updated over a week ago

Event Registrations, Schedule Bookings and Accepting Offers Are Now 1-Click

When someone clicks on the call to action when booking a room, appointment, registering for an event or accepting an offer, the item...

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 Jordan Gilman
Updated over a week ago

Process ACH/Direct Debit Payments with Go Cardless

Follow the steps in this document to setup payment processing with Go Cardless.

Written by Jordan Gilman
Updated over a week ago

Research Declined "Card on File" Transactions Processed by Your Point of Sale Integration

Did you see a decline message at the POS when attempting to charge someone's "Card on File"? See how to research the reason for declines.

Written by Jordan Gilman
Updated over a week ago

Customize the /login with a Guest Checkout button when they're shopping in eCommerce

If you've customized your login page and are a member focused organization, but want to sell ecommerce merchandise to the public, you can...

Written by Jordan Gilman
Updated over a week ago

PeopleVine Check-In Tools - Featuring Fully Customizable Self-Service Check-In

See the tools available to you when checking in your members and the different data/experiences we can capture. In addition...

Written by Jordan Gilman
Updated over a week ago

Check In Form - Prompt Questions When Checking Someone In At Your Space

Now when your members are checked in using the Control Panel, /Checkin or when scanning their QR code you can prompt...

Written by Jordan Gilman
Updated over a week ago

Migrating Billing - Ready for a Real Billing Platform (for those not using PeopleVine Billing)

Migrate to PeopleVine Billing for Memberships and streamline your business with the ultimate in "lock-down" abilities for non-payers...

Written by Jordan Gilman
Updated over a week ago

PeopleVine + SevenRooms = Hospitality Perfected

We are proud to introduce our latest update to the platform that includes a tighter integration with SevenRooms to create the...

Written by Jordan Gilman
Updated over a week ago

Webhook Engine - PeopleVine Webhooks Sync Your Data in Real-Time with Any Other System (if you needed to)

With PeopleVine Webhooks, you can sync every touchpoint with your existing systems to keep your legacy platforms updated in real-time...

Written by Jordan Gilman
Updated over a week ago

Leverage "Get Items" to Automatically Issue Perks to Members + Re-Issue Perks

You can leverage the "get items" feature in order to issue perks to your members after signing up and renewing annually.

Written by Jordan Gilman
Updated over a week ago

HAPI - Setup a custom page displaying available locations based on the user's location

This code sample provides a way to automatically sort your locations by the closest distance to the user.

Written by Jordan Gilman
Updated over a week ago

Get Notified When a Member Checks In

You can subscribe to text message alerts when a specific member or members from a specific membership program arrive at your space.

Written by Jordan Gilman
Updated over a week ago

How to Utilize and Change the Default Event Graphic

When adding an event to your calendar, having a photo just makes it look that much more enticing, therefore, if you forget one, we'll add...

Written by Jordan Gilman
Updated over a week ago

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

Instead of taking the time to copy and paste the HTML, enter a title and take a screenshot, you can now drag and drop folders full of...

Written by Jordan Gilman
Updated over a week ago

Make Your Order Receipts Member Friendly

You now have better control over the items that show up on an order receipt in your member portal.

Written by Jordan Gilman
Updated over a week ago

Sell Memberships with Credits that are Used When Booking an Appointment

You can setup a membership program that allows a member up to x amount of appointments per month. If they exceed that amount...

Written by Jordan Gilman
Updated over a week ago

When Sending Email Newsletters You Can Include a Message Preview

Grab people’s attention by adding a text preview for your email newsletter.

Written by Jordan Gilman
Updated over a week ago

Use the PeopleVine Point of eXperience (POX) App to Check In Your Members

The PeopleVine POX app provides you with a front of the house tool to streamline the member check-in process.

Written by Jordan Gilman
Updated over a week ago

Void and Reverse a Transaction that was Held for Review but Declined

Did your payment processor hold a transaction for review that failed? Follow these steps to reverse the actions.

Written by Jordan Gilman
Updated over a week ago

See When Your Members/Subscribers Update their Payment on File

In an effort to help ensure you're subscriptions/memberships are being paid for, you can sort and see data related to their payment on file.

Written by Jordan Gilman
Updated over a week ago

How to set up a drop ship notification

Learn how to set up an email notification to be sent to a drop ship fulfillment partner when a product order is placed.

Written by Mobolaji Akintunde
Updated over a week ago

Allow People To Find Events on a Map

The out of the box /events page offers the ability to plot your events on a map at /events/map.

Written by Jordan Gilman
Updated over a week ago

Setup Shipping Rules with Local Delivery via the Scheduler

Manage real-time availability for deliveries by using PeopleVine Scheduler for Appointments.

Written by Jordan Gilman
Updated over a week ago

See How Much Your Members and Customers Are Spending

With the Customer Spend Report you can see a breakdown of who your most active/highest spending customers are.

Written by Jordan Gilman
Updated over a week ago

Set the Term Renewal Date to Lock Members into a Contract

You can leverage the new Term Renewal Date to set when a member is able to cancel their membership.

Written by Jordan Gilman
Updated over a week ago

Setting Up "Get Items" for Memberships

With the "Get Items" feature, you can automatically give specific items like vouchers, gift cards and more to a member when they subscribe.

Written by Jordan Gilman
Updated over a week ago

Filter Your Directory By Passing in an Attribute

Send people to a specific part of your directory by filtering with attributes.

Written by Jordan Gilman
Updated over a week ago

How to Build a Landing Page in PeopleVine

Learn how to setup a landing page in PeopleVine using the builder or your own HTML.

Written by Jordan Gilman
Updated over a week ago

Filtering the CRM by Active Members

Through a variety of CRM reports, you can check to display data for active members only with a check of a box.

Written by Jordan Gilman
Updated over a week ago

POS - Aloha - Split Checks for Multiple Members

Looking to reward multiple members or multiple members want to pay on the same check? Then check out this tutorial on how to split checks.

Written by Jordan Gilman
Updated over a week ago

What POS systems do you currently work with?

Written by Jordan Gilman
Updated over a week ago

Prevent people from booking a room back to back.

Are people hogging your rooms? Leverage the scheduler settings to prevent people from booking back to back or too long.

Written by Jordan Gilman
Updated over a week ago

POS Down - Restarting the NCR Aloha Transaction Gateway Helper

If your orders aren't syncing or you are seeing an error when using the payment button, follow these steps to resolve.

Written by Jordan Gilman
Updated over a week ago

PeopleVine Payment Flow Integrated with POS

PeopleVine supports "pay with rewards/gift card", "card on file" and "house account" integrated with the POS for an optimal experience.

Written by Jordan Gilman
Updated over a week ago

POS Integration Payment Processing - Authorized Charges

This article will show you how using your card on file processes and you receive the funds.

Written by Jordan Gilman
Updated over a week ago

Setting Up a Double Points Loyalty Activity

Rewarding just 1 point for every $ spent is just boring; WOW your customers with double or even triple points for a limited period of time.

Written by Jordan Gilman
Updated over a week ago

Chit Sheet Information - PeopleVine POX and Venue App

When using the PeopleVine POX or Venue App you can print a chit paper with the member's info and Member ID barcode when checking in.

Written by Jordan Gilman
Updated over a week ago

Paying with House Account and/or Card on File

With our NCR and Aloha integrations via Omnivore users can use their food and beverage credits and cards on file to process transactions

Written by Jordan Gilman
Updated over a week ago

How do I add a trainer/mentor to allow someone to book a time with them (and they manage their own schedule)?

Provide your community of trainers/mentors with the tools necessary to engage with your members.

Written by Jordan Gilman
Updated over a week ago

Allow Your Partners to Add Events to Your Calendar

Through permissions on the business directory profile, you can enable your partners to add events to your calendar.

Written by Jordan Gilman
Updated over a week ago

People are not receiving the text message I'm sending to them.

Troubleshoot issues with receiving text messages.

Written by Jordan Gilman
Updated over a week ago

How can I run an end of month transaction report and export to Excel?

You can generate an export of all your sales for last month, this month or even year to date.

Written by Jordan Gilman
Updated over a week ago

Getting started with PeopleVine Project to manage your ability to deliver and handle deal flow projects.

Allow people to submit project requests where your members can bid on them. Manage the entire project and deliverables through completion.

Written by Jordan Gilman
Updated over a week ago

Setting Up Content Contributors to Allow Others to Manage Content on Your Site

Through the portal, you can give people access to modify specific (permission controlled) items to make changes.

Written by Jordan Gilman
Updated over a week ago

Add a Snippet / Content to the Top of the Blog / News Page

Written by Jordan Gilman
Updated over a week ago

Advanced Settings for Schedulers

Setup your schedulers to work with external systems and allow people to filter by custom attributes.

Written by Jordan Gilman
Updated over a week ago

How to setup the Member Directory for your members to interact.

Enable the member directory and your members can filter through by attributes and start to interact with each other.

Written by Jordan Gilman
Updated over a week ago

Allow Your Partners to Create/Mange Offers

Companies in the business directory (and their assigned users) can create and manage offers visible on your website.

Written by Jordan Gilman
Updated over a week ago

How do I change my contact info (on the contact us and other pages)?

On the out of the box pages, such as contact us, we leverage your company information to be displayed.

Written by Jordan Gilman
Updated over a week ago

How to issue an offer/coupon or a voucher to a specific person.

Follow these steps to issue an offer/coupon or a voucher to a specific person. They will receive a digital voucher they can redeem.

Written by Jordan Gilman
Updated over a week ago

How do I assign a directory profile to an upcoming appointment?

Keep the person that booked the appointment informed on who they're meeting with. We'll show you how to get this setup.

Written by Jordan Gilman
Updated over a week ago

Update Item Permissions w/ Permission Push

Permission Push allows you to quickly update and override permissions for content, schedulers and more. Please use with extreme caution.

Written by Jordan Gilman
Updated over a week ago

When They Arrive in Sevenrooms We'll Check Them in PeopleVine too

To ensure your data is in sync, as soon as someone is marked as arrived in Sevenrooms, we'll ensure you can see this check-in on............

Written by abu imam mehrab
Updated over a week ago

Adding Support for Property Management Software Integrations

We are integrating with leading PMS in order to bring the best of PeopleVine to Hotels and larger properties with room rentals.

Written by abu imam mehrab
Updated over a week ago

Setup a Staging Environment to Build and Test without Impacting Your Members

You can setup a "staging" environment that allows you to move data between two accounts and avoid impacting your member base.

Written by Emran Hossain
Updated over a week ago

Setup an Event and Enable an External Party to Manage the Event

You can enable your partners access to event details without giving them access to the whole platform.

Written by Jordan Gilman
Updated over a week ago

Setup a Warehouse to get Notified when an Order is Placed

Looking to notify a different warehouse or split orders between your bar and kitchen? Leverage these steps to configure a packing slip ....

Written by Jordan Gilman
Updated over a week ago

Setup a Member Directory so Members Can Find Members by Interest or Other Topics to Connect

You can setup a member directory to allow other members to engage with each other by interests or other topics.

Written by Jordan Gilman
Updated over a week ago

Directory Profiles can have Multiple Contacts and Permissions

Written by Jordan Gilman
Updated over a week ago

Adding Permissions to Viewing a Directory Profile

Written by Jordan Gilman
Updated over a week ago

Add a Contact Us Form to Your Member Directory Pages

Written by Jordan Gilman
Updated over a week ago

Setting up an Affiliate Program

Written by Jordan Gilman
Updated over a week ago

Step by Step - Setting up an Affiliate account

Written by Jordan Gilman
Updated over a week ago

Setting up Business Attributes to Build a Robust Profile

Written by Jordan Gilman
Updated over a week ago

Allow Companies and Partners to Sign Up Directly for your Business Directory

Written by Jordan Gilman
Updated over a week ago

Adding Additional Content After a Scratch-Off Contest is Played

Written by Jordan Gilman
Updated over a week ago

Contest prizes

Written by Jordan Gilman
Updated over a week ago

Contest options

Written by Jordan Gilman
Updated over a week ago

Design Guidelines - Loyalty Contest

Written by Jordan Gilman
Updated over a week ago

Design Guidelines - Scratch-Off Contest Graphics

Written by Jordan Gilman
Updated over a week ago

Contest Rules (templates) and Other Regulations

Written by Jordan Gilman
Updated over a week ago

Step by Step - Setting up a Contest with Prizes and Digital Coupons

Written by Jordan Gilman
Updated over a week ago

Send Your Message with Importance - Ensure People Who Opted Out get Important Emails

We know there are messages that are important to communicate with your members, so we've enabled the ability to send directly to ....

Written by Jordan Gilman
Updated over a week ago

Including variables in your Subject line

Written by Jordan Gilman
Updated over a week ago

How to send a newsletter to specific people in PeopleVine.

Written by Jordan Gilman
Updated over a week ago

Setup an Instant Notification when someone completes an action

Written by Jordan Gilman
Updated over a week ago

Newsletter Template for Survey Responses

Written by Jordan Gilman
Updated over a week ago

Add personalization to a newsletter by adding customer info and other variables

Written by Jordan Gilman
Updated over a week ago

Process Payments in PeopleVine Using their Square Card on File

When you connect to your Square POS, you enable the ability to process payments to a member's card on file at the POS. This tutor...........

Written by abu imam mehrab
Updated over a week ago

Adding a Card on File at the POS for Square

We recommend you having your members register their card on file at your POS for the most secure and cost-effective way fo..................

Written by abu imam mehrab
Updated over a week ago

Adding Your Member to a Ticket in Toast, Allowing them to Pay from their Phone

Leverage this guide to train your employees how to add a member to a check when using Toast.

Written by abu imam mehrab
Updated over a week ago

Overview of the Integration with Toast POS System and PeopleVine

As we have launched our integration with Toast, we wanted to highlight the overall features and experience.

Written by abu imam mehrab
Updated over a week ago

Aloha - See How You Can Split Checks to Allow Multiple Member Payments

Check out this video to see how you can split a check and/or setup separate checks to allow multiple members to pay to their ....

Written by Jordan Gilman
Updated over a week ago

Processor: Setting up Authorize.net

Written by Jordan Gilman
Updated over a week ago

Troubleshooting Errors with Payment or Account Screens

Written by Jordan Gilman
Updated over a week ago

How do I designate which payment processor to use?

Written by Jordan Gilman
Updated over a week ago

Getting Started with Payments in PeopleVine

Written by Jordan Gilman
Updated over a week ago

Importing Gift Cards from Pre-Existing Codes

Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Braintree as your Payment Processor

Written by Jordan Gilman
Updated over a week ago

Import Transactions from a CSV

Written by Jordan Gilman
Updated over a week ago

Accept Donations in PeopleVine

Written by Jordan Gilman
Updated over a week ago

How do I resend a digital Gift Card?

Written by Jordan Gilman
Updated over a week ago

How do I process a refund?

Written by Jordan Gilman
Updated over a week ago

Processor: Setting up Card Connect

Written by Jordan Gilman
Updated over a week ago

Accept a payment for a specific amount

Written by Jordan Gilman
Updated over a week ago

Gift Cards in PeopleVine

Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Stripe as your Payment Processor

Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via PayPal for eCommerce

Written by Jordan Gilman
Updated over a week ago

Why are the transactions being declined?

Written by Jordan Gilman
Updated over a week ago

Using the Checkout Engine

Written by Jordan Gilman
Updated over a week ago

Setup Access Rules with Public Descriptions in Seven rooms to Allow Members to Book Specific Areas

You can surface the type of reservation someone is booking by setting up access rules associated with public descriptions.

Written by abu imam mehrab
Updated over a week ago

Gain More Control Over Automating Membership Activities with New Triggers

We added several new triggers enabling you to setup automated activities after certain activities happen.

Written by Jordan Gilman
Updated over a week ago

Managing What Memberships Your Members Can Subscribe To

You have complete control over what membership programs your members can become members of by controlling a few settings.

Written by Jordan Gilman
Updated over a week ago

Set a Membership/ID Card to Expire After x Time After Being Issued

When setting up a membership program for IDs, you can set the membership card to auto expire after a period of time.

Written by Jordan Gilman
Updated over a week ago

Setup Rules to Limit Access to Members at Specific Times

You can enable Valid Rules to enable specific times and blackout dates when a membership card is considered valid.

Written by Jordan Gilman
Updated over a week ago

Allow a One-Time Transfer of the Membership Owner to Help Centralize Billing

You can allow your members to enroll then transfer the membership to another person, while keeping the billing under the original account.

Written by Jordan Gilman
Updated over a week ago

Enable Your Reciprocal Clubs to Allow Their Members to Become a Temporary Member of Yours

You can enable your reciprocal clubs to share a digital membership card and online access for their members to access your experiences....

Written by Jordan Gilman
Updated over a week ago

Setup a Membership Sign up Landing Page so Members Can Select a Plan

You can setup a landing page that will breakdown the various membership programs you offer by category.

Written by Jordan Gilman
Updated over a week ago

Charge an Initiation Fee When Enrolling a New Member

When setting up the service for billing, you can now add an initiation fee to charge prior to becoming subscribed.

Written by Jordan Gilman
Updated over a week ago

Offer Member Discounts as a Premium Member Perk

Now you can add a default member discount that is applied at checkout and displayed when verifying a member at the POS.

Written by Frank Calabrese
Updated over a week ago

PeopleVine - Allow Your Business Partners to Check-In Members

video tutorial on how to check in members into your space(s)

Written by Frank Calabrese
Updated over a week ago

How to Assign Membership Credits

Written by Jordan Gilman
Updated over a week ago

Going Live with Membership Cards Checklist

Written by Jordan Gilman
Updated over a week ago

How do I setup self-signup for membership cards, that I need to approve?

Written by Jordan Gilman
Updated over a week ago

Ability for Partners/Businesses to Validate/Check-in Membership Cards

Written by Jordan Gilman
Updated over a week ago

How can I import my existing member list?

Written by Jordan Gilman
Updated over a week ago

Getting Started with PeopleVine Memberships

Written by Jordan Gilman
Updated over a week ago

Setup Membership Cards that Pop Up when Member is Nearby

Written by Jordan Gilman
Updated over a week ago

How to sell memberships through eCommerce

Written by Jordan Gilman
Updated over a week ago

After a member signs up (or subscribes) you can route them to a custom landing page

Written by Jordan Gilman
Updated over a week ago

Subscription Renewal Emails

Written by Jordan Gilman
Updated over a week ago

Posting Messages on and Engaging through Facebook

With our latest update to the Facebook and social integrations, we provide you with more control over posting and knowing what's next.

Written by abu imam mehrab
Updated over a week ago

We don't recommend it, but if you wanted to disable subscription emails, it's now a thing.

We have enabled the ability to not just replace our standard subscription emails, but easily enough disable all future ones.

Written by Emran Hossain
Updated over a week ago

Syncing Your Customers, Members and Orders with Square

With our Square integration, you can ensure that your CRM in PeopleVine has the latest data on y...............

Written by abu imam mehrab
Updated over a week ago

Setup a Certificate of Completion, Diploma or Other Important Documents for Your Members After Achieving a Goal

With our image generator + text you have the ability to overlay messages over your existing graphics.

Written by Jordan Gilman
Updated over a week ago

Create Multiple Unique Branded Experiences with One CRM/Backend

You can setup content pages to only display on certain domain names when overriding our out of the box pages.

Written by Jordan Gilman
Updated over a week ago

PeopleVine POX App for Managing Your Members and Guest Check-In to Track Visits

Looking for a powerful way to track your members and build member profiles along with their guests, then look into setting up ....

Written by Jordan Gilman
Updated over a week ago

Skip the Password for Quicker Checkout

Don't feel like requiring your people to setup a password, no worries, you can bypass the password while requiring them to get .....

Written by Jordan Gilman
Updated over a week ago

Customer account portal

Written by Jordan Gilman
Updated over a week ago

Social engagement

Written by Jordan Gilman
Updated over a week ago

Surveys and reviews

Written by Jordan Gilman
Updated over a week ago

Create a Short URL and Track Visits

Written by Jordan Gilman
Updated over a week ago

How do I get notified when someone texts my number?

Written by Jordan Gilman
Updated over a week ago

You can Sync Your Online F&B Orders Direct to Your POS

Enable your members to purchase food and beverage from their phone where orders sync directly with your POS.

Written by abu imam mehrab
Updated over a week ago

Setup Your Billing to Start on the 1st of the Month (or Year) When Enabling Prorated Billing on the Service

We know you've been able to prorate members for quite some time, but only if you manually set them up. Now members can be automatically....

Written by Jordan Gilman
Updated over a week ago

Connect Your Square POS for Order History, Loyalty, Card on File and More

With our integration to Square you can track member spend to their CRM profile in PeopleVine while enabling a secured way for ....

Written by Jordan Gilman
Updated over a week ago

Sync Orders from Clover to PeopleVine for Tracking/Rewarding for Spend

You can track how much people are spending via your Clover POS and can use the data for rewards.

Written by Jordan Gilman
Updated over a week ago

Enable House Account for Your Members to Charge to their House Account

On their CRM profile, you can enable the ability to checkout online by charging it to their house account.

Written by Jordan Gilman
Updated over a week ago

How does the PeopleVine Billing Engine work?

Written by Jordan Gilman
Updated over a week ago

Enable Users to Subscribe to a Free Trial from a Landing Page

Written by Jordan Gilman
Updated over a week ago

Set the Time Tickets Go On Sale and Off Sale, Not Just the Date

You now have the ability to set the time that tickets should go on sale and off sale.

Written by Jordan Gilman
Updated over a week ago

How do I sell different ticket levels, pricing and access?

Written by Jordan Gilman
Updated over a week ago

How do I setup a general admission event with the ability to bring a guest?

Written by Jordan Gilman
Updated over a week ago

Add a Snippet / Content to the Top of the Event Page

Written by Jordan Gilman
Updated over a week ago

Setting up Permissions for an Event

Written by Jordan Gilman
Updated over a week ago

Uploading Files and Auto-Resizing Images

Written by Jordan Gilman
Updated over a week ago

Troubleshooting Toast - Getting an Error Validating the Loyalty Account

If you're getting an error "Error validating the loyalty account," it is most likely related to a change in the member's profile.........

Written by abu imam mehrab
Updated over a week ago

Manage and reward loyalty activities

Written by Jordan Gilman
Updated over a week ago

Redeem offers and coupons

Written by Jordan Gilman
Updated over a week ago

Create offers and coupons

Written by Jordan Gilman
Updated over a week ago

Setup a Loyalty Program from Start to Finish in PeopleVine

Written by Jordan Gilman
Updated over a week ago

Migrate existing reward points to PeopleVine Loyalty

Written by Jordan Gilman
Updated over a week ago

How do I migrate existing loyalty members and points to PeopleVine?

Written by Jordan Gilman
Updated over a week ago

Add a content snippet to the Loyalty Dashboard menu for customers

Written by Jordan Gilman
Updated over a week ago

Setting up your POS to work with PeopleVine Loyalty

Written by Jordan Gilman
Updated over a week ago

How do I reward or remove loyalty points?

Written by Jordan Gilman
Updated over a week ago

Modify content

Written by Jordan Gilman
Updated over a week ago

Oops, I made a change to my page and it doesn't look right. How do I revert back to a previous version?

Written by Jordan Gilman
Updated over a week ago

Change the auto-generated Facebook thumbnail

Written by Jordan Gilman
Updated over a week ago

Disable PeopleVine's standard CSS in your page layouts

Written by Jordan Gilman
Updated over a week ago

Add a custom favicon

Written by Jordan Gilman
Updated over a week ago

Page creation options

Written by Jordan Gilman
Updated over a week ago

Setup an "Agree to Terms" Landing Page with Form

Written by Jordan Gilman
Updated over a week ago

How do I post my content to Facebook Instant Articles?

Written by Jordan Gilman
Updated over a week ago

Use our Gallery Slider to Sift Through Blocks of Content

Written by Jordan Gilman
Updated over a week ago

Submit to Search Engines

Written by Jordan Gilman
Updated over a week ago

Apply Your Branding to Out of the Box PeopleVine Pages (Header/Footer)

Written by Jordan Gilman
Updated over a week ago

Add a Survey/Form to Your Landing Page

Written by Jordan Gilman
Updated over a week ago

How to Add Google Analytics and other tracking tags to all your pages.

Written by Jordan Gilman
Updated over a week ago

java / jQuery Tips and Tricks

Written by Jordan Gilman
Updated over a week ago

Building Landing Pages with the PeopleVine Page Builder - WYSIWYG

Written by Jordan Gilman
Updated over a week ago

How do I leverage a Wordpress theme?

Written by Jordan Gilman
Updated over a week ago

Out of the Box - Search Page

Written by Jordan Gilman
Updated over a week ago

Leveraging categories to filter out blog posts

Written by Jordan Gilman
Updated over a week ago

Add personalization to a content page by adding customer info

Written by Jordan Gilman
Updated over a week ago

How can I setup a custom (vanity) URL such as mycompany.com/something?

Written by Jordan Gilman
Updated over a week ago

How do I setup a FAQ for my website?

Written by Jordan Gilman
Updated over a week ago

How can I hide or show content, links, etc. when someone is a member, authenticated or a business owner?

Written by Jordan Gilman
Updated over a week ago

Overriding Out of the Box Pages with Custom Pages

You can replace our out of the box pages with custom pages running HAPI.

Written by Jordan Gilman
Updated over a week ago

How do I update the navigation on my website?

Written by Jordan Gilman
Updated over a week ago

Running Your Blog on PeopleVine

Written by Jordan Gilman
Updated over a week ago

How do I add additional fields to the registration (/register) form?

Written by Jordan Gilman
Updated over a week ago

Removing a customer per their request

Written by Jordan Gilman
Updated over a week ago

Get notified when someone completes a TouchPoint

Written by Jordan Gilman
Updated over a week ago

Customer analytics

Written by Jordan Gilman
Updated over a week ago

Automatically build your CRM through Forms and Touchpoints

Written by Jordan Gilman
Updated over a week ago

Add/register customers

Written by Jordan Gilman
Updated over a week ago

The customer data I imported is incorrect, how do I remove it?

Written by Jordan Gilman
Updated over a week ago

How do I migrate my email contacts from another platform to PeopleVine

Written by Jordan Gilman
Updated over a week ago

Setup a Welcome Email when a new Person is Added

Written by Jordan Gilman
Updated over a week ago

What are customer attributes?

Written by Jordan Gilman
Updated over a week ago

Enable a Webhook to Automatically Tag a Person with an Attribute

You can trigger a webhook to automatically attach an attribute to the person's profile.

Written by abu imam mehrab
Updated over a week ago

Leverage our New Webhook Authentication Engine - Enabling You to Send Your Data to Any System Using OAUTH

You are no longer limited to the systems you can post webhooks to, you can now include any system that requires an OAUTH and refresh.

Written by Jordan Gilman
Updated over a week ago

Setup a SSO Experience for Members from Your App to Ours

This post will show you how to configure a single sign on (SSO) experience so your app or external site can auto-login the user.

Written by Frank Calabrese
Updated over a week ago

Sending an Email or SMS as soon as an action occurs.

Written by Jordan Gilman
Updated over a week ago

Kick Off a Campaign when After an Appointment/Reservation is Over

Written by Jordan Gilman
Updated over a week ago

Hide Your Default Account Nav

We added a default account navigation that expands as people engage more, but we also give you the option to remove it to place your own.

Written by abu imam mehrab
Updated over a week ago

Customize the Account Favorites Page with Content and Graphics

Written by Jordan Gilman
Updated over a week ago

Add a content snippet to the My Account menu for customers

Written by Jordan Gilman
Updated over a week ago

Add a content snippet to the My Account menu for businesses

Written by Jordan Gilman
Updated over a week ago

How does the My Account section work?

Written by Jordan Gilman
Updated over a week ago

How do I control the navigation for the account menu?

Written by Jordan Gilman
Updated over a week ago

Adding Announcements to the Member Portal

Written by Jordan Gilman
Updated over a week ago

Capture Additional Reservation Data when Integrating with Sevenrooms

Capture additional preferences and/or information on a dining reservation by adding a form to the scheduler.

Written by Jordan Gilman
Updated over a week ago

Create short URLs/QR codes for event promotion

Written by Jordan Gilman
Updated over a week ago

Business Tools - Schedule Owners Dashboard

Written by Jordan Gilman
Updated over a week ago

Appointments & Reservations

Written by Jordan Gilman
Updated over a week ago

Instant Notification Template - Sample email confirmation for appointment

Written by Jordan Gilman
Updated over a week ago

Confirming an Appointment and Sending a Push Notification

Written by Jordan Gilman
Updated over a week ago

Schedulers Support Permissions

Written by Jordan Gilman
Updated over a week ago

Instant Notification Template - Sample email confirmation for Reservation

Written by Jordan Gilman
Updated over a week ago

Sevenrooms Integration

Help and tips on how to integrate PeopleVine with Sevenrooms

Written by Jordan Gilman
Updated over a week ago

Pre-Select Options on a Form via the Query String (pass in via URL e.g. ?field_1234_56789=baseball)

You can pass in data via the URL in order to pre-fill data on a form. This is best when trying to segment data using the same form.

Written by Jordan Gilman
Updated over a week ago

Now Leverage Dynamic Data Fields when Presenting Options on a Form

Are you setting up a form where you want people to select a specific business in the directory, a membership level, an upcoming event or....

Written by Jordan Gilman
Updated over a week ago

Automatically fill values on a form by passing it in the URL

Written by Jordan Gilman
Updated over a week ago

Adding hidden fields to surveys/forms to tag to the responder's profile.

Written by Jordan Gilman
Updated over a week ago

How do I hide a question until someone answers Yes?

Written by Jordan Gilman
Updated over a week ago

HAPI - Include responses from a form in an e-mail confirmation

Written by Jordan Gilman
Updated over a week ago

Setup a custom confirmation page when someone completes a survey/application

Written by Jordan Gilman
Updated over a week ago

Send a Notification (E-mail or SMS) when an Application Status is changed

Written by Jordan Gilman
Updated over a week ago

Get a Quick Glimpse of Your Commerce Revenue by Category

If you're POS is connected to PeopleVine or you're leveraging our eCommerce, you can now get a quick glimpse..............

Written by abu imam mehrab
Updated over a week ago

Setup a Delivery Window to Hand Delivery Orders to your People

You can setup a custom delivery scheduler where you can control the available slots and staff handling the deliveries.

Written by Jordan Gilman
Updated over a week ago

Sell Products that Are Visible to Member's Only

You can setup a product catalog to display only to active members of specific groups.

Written by Jordan Gilman
Updated over a week ago

Setup Your eCommerce Product Catalog from a Spreadsheet

Are you ready to launch e-commerce to allow your members to purchase your food, beverages or merch? Check out this tutorial to ....

Written by Jordan Gilman
Updated over a week ago

Issuing or Selling Vouchers to Enable a Digital Tracking System

With Vouchers, you can distribute one-time passes that enable someone to visit, experience or obtain.

Written by Jordan Gilman
Updated over a week ago

Add Attributes to your Products to Enable Filtering and Recommended Products

You can make it easier for your customers to find your products by specific attributes (e.g. ingredient, color, size, etc.) and the..

Written by Frank Calabrese
Updated over a week ago

Offer Online Food Orders, Limited Availability Meals and Curbside Pickup with PeopleVine

You have all the tools in front of you to provide a quick and efficient way to take orders, limit availability and offer curbside pickup.

Written by Frank Calabrese
Updated over a week ago

Set up shop with PeopleVine eCommerce: An overview

Written by Jordan Gilman
Updated over a week ago

How do I receive notifications of low inventory?

Written by Jordan Gilman
Updated over a week ago

Import Products to your Web Site

You can import your entire product catalog and even keep it updated via our import engine.

Written by Jordan Gilman
Updated over a week ago

How do I setup a category and add products to it?

Written by Jordan Gilman
Updated over a week ago

Setting up product filters

Written by Jordan Gilman
Updated over a week ago

How do I set free shipping if they spend more than X?

Written by Jordan Gilman
Updated over a week ago

How do I view my order history?

Written by Jordan Gilman
Updated over a week ago

What type of pricing options does your eCommerce platform support?

Written by Jordan Gilman
Updated over a week ago

Setting up a Product Variation (Parent/Child Relationship)

Written by Jordan Gilman
Updated over a week ago

Integration - Setting up integration with ShipStation for Pulling Orders and Shipping Notifications

Written by Jordan Gilman
Updated over a week ago

PeopleVine Point of Sale

Written by Jordan Gilman
Updated over a week ago

Order Fulfillment with PeopleVine

Written by Jordan Gilman
Updated over a week ago

Multiple Shipments on Orders

Written by Jordan Gilman
Updated over a week ago

How to setup a product bundle, allowing people to get a bundled price

Written by Jordan Gilman
Updated over a week ago

Real-Time Inventory Management with PeopleVine

Written by Jordan Gilman
Updated over a week ago

Selling Digital Products in PeopleVine eCommerce

Written by Jordan Gilman
Updated over a week ago

Add products for eCommerce

Written by Jordan Gilman
Updated over a week ago

How to setup Pick Up Locations

Written by Jordan Gilman
Updated over a week ago

How do the product settings work in the PeopleVine Commerce Engine?

Written by Jordan Gilman
Updated over a week ago

How do I generate a shipping export?

Written by Jordan Gilman
Updated over a week ago

"Pay with Points" mode

Written by Jordan Gilman
Updated over a week ago

Add Category Banners to Commerce Shop Pages

Written by Jordan Gilman
Updated over a week ago

Getting Order Data for Google Analytics or other eCommerce Order Tracking

Written by Jordan Gilman
Updated over a week ago

How do I manually override the order of products on my site?

Written by Jordan Gilman
Updated over a week ago

Go Live Checklist for eCommerce Web Sites

Written by Jordan Gilman
Updated over a week ago

Fulfillment services

Written by Jordan Gilman
Updated over a week ago

eCommerce Features and Customization

Written by Jordan Gilman
Updated over a week ago

Copy an Inventory Item or Product

Written by Jordan Gilman
Updated over a week ago

Add brand logos to the bottom of your website

Written by Jordan Gilman
Updated over a week ago