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276 articles in this collection
Written by
Jordan Gilman,
Mobolaji Akintunde,
Frank Calabrese
and 2 others
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
Businesses / Directory / Affiliates
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
Contests
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
Newsletters
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
Payments / Transactions
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
Memberships
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
Customer Engagement
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
Analytics and Tracking
Create a Short URL and Track Visits
Written by
Jordan Gilman
Updated over a week ago
Text Messaging (SMS)
How do I get notified when someone texts my number?
Written by
Jordan Gilman
Updated over a week ago
Billing Engine
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
Events & Ticketing
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
Media & Files
Uploading Files and Auto-Resizing Images
Written by
Jordan Gilman
Updated over a week ago
Loyalty Programs
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
Content Management / Web Pages / Blog
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
CRM
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
Automation with PeopleVine
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
My Account
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
Scheduling
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
Surveys / Forms
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
eCommerce
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