Platform Updates

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46 articles in this collection
Written by Jordan Gilman, Frank Calabrese, abu imam mehrab and 1 other

Update to Permissions and New Sensitive and Confidential Information Handling

Update to Permissions and New Sensitive and Confidential Information Handling
Emran Hossain avatar
Written by Emran Hossain
Updated this week

We Support Fees on SevenRooms Reservations

Are you looking to charge a fee for upcoming reservations? You can add this in Sevenrooms...
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Written by Emran Hossain
Updated over a week ago

Setup Your Mews Account to Work with PeopleVine

We are integrated with the PMS Mews to enable you to sync member data into Mews (along with changes)...
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Written by Emran Hossain
Updated over a week ago

Generate Account Statements and E-mail them to Your Members

You can quickly generate a monthly statement highlighting your customer spend and transactions during that time frame.
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Written by Emran Hossain
Updated over a week ago

Adjust the Billing Date of Your Members with Two Clicks

With an ever-changing world and continuous lockdowns/business closures, we create a tool so you can easily push out the next billing date.
Emran Hossain avatar
Written by Emran Hossain
Updated over a week ago

Provide Your Members with a Stipend to Spend at Your Space (at the POS and in Member Portal)

With the member stipend feature, you have the ability to provide your members with spending money for dining...
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Written by Emran Hossain
Updated over a week ago

Break-out Your Transactions Into Items - So You Can Report on Transactions Individually

We added a new option that enables you to break-out line items into transactions...
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Written by Emran Hossain
Updated over a week ago

Integrate Your ACT! CRM with PeopleVine to Keep Customer Data in Sync

Learn more about our integration with ACT! CRM to keep your CRM data in sync.
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Written by Emran Hossain
Updated over a week ago

Improvements to Refunding Event Tickets

We made some improvements to refunding event tickets to streamline the process.
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Written by abu imam mehrab
Updated over a week ago

Updated PDF Receipt, Better Subscription Billing Reporting and More

We made some updates to our transaction and subscription engine we thought we should share.
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Written by abu imam mehrab
Updated over a week ago

Your Members Can Register their Card on File with Square from the Member Portal

Your members are able to add a payment on file to be leveraged at the Square POS.
abu imam mehrab avatar
Written by abu imam mehrab
Updated over a week ago

Improvements to the Virtual POS - Tips, Discounts and More

We recently made major updates to the Virtual POS and Commerce engine in an effort to ensure continuity between experiences along with......
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Written by abu imam mehrab
Updated over a week ago

Applying a Discount in the Virtual POS is Easier

You can now apply a % discount or $ discount when taking a payment in the Virtual POS.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Platform Updates 1st Half September 2020

We thought we'd share some of our notes on what was released so far in September.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

As We Close Out Month 8 of 2020 - Here Are Some Noticeable Updates

We added a few updates the last week of August, here are a few to highlight.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

We Updated our Flow When Becoming a Member - For Maximum Conversion

We updated our membership signup flow (for those allowing people to signup online) in order to ensure you can upsell add-ons along ....
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Contactless Dining Experience - Let customers order from their phones for table side service.

With our new Shop F&B capability, you can allow people to order from their phone while dining at your restaurant for a true ....
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Take Orders with Shipping/Delivery via the Virtual POS in the Control Panel

When using the Virtual POS, you can now set the location to Ship/Deliver this order to walk you through available shipping options.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

See their Most Purchased Products on their CRM Profile

When viewing a CRM profile, you can now see their most frequently purchased items.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Added New Features to Sevenrooms Integration

You can import POS data from your integration with Sevenrooms directly to PeopleVine orders.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Membership Scanning is Getting an Upgrade

We have several different ways to check-in and validate a member, we are now adding a new feature to display the member as you scan them in.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Add Postmates to Deliver Your Food or Product to Your Customers in an Instant

Added to the existing integrations with UPS, FedEx, USPS, Local Delivery and Pick Up, you now have access to enable delivery via Postmates.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

See Event Stats at a Glance with Events Dashboard Update

We are now displaying the event stats (total attendees, revenue, etc.)
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Check out What's New in Early March

We added some new cool features in early March, check out this article to learn more
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Written by Frank Calabrese
Updated over a week ago

Out of the Box Member Portal for Social Clubs

Check out what our standard out of the box member portal looks like and what is included with the on-boarding fee.
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Written by Frank Calabrese
Updated over a week ago

You Can Post Date Invoices if They're Due at a Later Time

You can now change the date a transaction was/is charged. This allows you to setup invoices that are spaced out over time.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Improvements Made Throughout February 2020

We made some improvements throughout the platform in the month of February...
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Written by Frank Calabrese
Updated over a week ago

Add a Pick-Up Location to Your eCommerce

See how to add a new location to allow people to pickup their purchase from one of your locations.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

End of January Updates - we're done with the 1st month of 2020

Did you know that last year we did over 2,200 updates to the platform! Thanks for the feedback!. Here are some things we just released.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Mid January Updates - Media Gets an Update

See what was added in mid January to help you do more with PeopleVine
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Early January Updates

We continue to roll out fixes and features to expand your use of PeopleVine, see what's happened in early January.
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Written by Frank Calabrese
Updated over a week ago

See What was Added the Last Few Weeks of 2019

We added over 2,500 new features, fixes and improvements in 2019, can't wait to see what we do in 2020. Here are some ...
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Check out What Changed Towards End of December

We made some updates just before the new year, see what we changed.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Recent Updates to the Platform

See some of the recent updates made to the platform.
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Written by Frank Calabrese
Updated over a week ago

Looking to Hide Items on PDF Receipts and Online Receipts

Learn how to hide certain products from showing up in the customer's view.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Using the House Account Payment Option at the POS

See how to use the House Account payment option in your POS that is connected to PeopleVine.
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Written by Frank Calabrese
Updated over a week ago

We Added New Newsletter Snippets and Perfected the Others

You may notice some new snippets in the builder, we just launched 12 additional snippets to help you build better newsletters.
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Written by Frank Calabrese
Updated over a week ago

We Updated the Plot on a Map and Added New Reports to Target Groups

With the updated "plot on a map" feature you get a better view of where your customers live. And with our new CRM reports, you can...
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Introducing the Reporting Guidebook - An Outline of Available Reports

See samples of the types of reports PeopleVine can generate in order to get a snapshot of your business in real-time.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Upcoming Birthdays, Anniversary, Member, Member Since, Applied and Applied On are Now Standard in the CRM

We started to merge our member and CRM experiences into one, as majority of your data is from members.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

The Scheduler Now Supports Daily Blocks for Reserving Hotel Rooms with Member vs. Public Based Pricing (and we added Taxes too)

With our recent updates to the scheduler engine, you can now book things like hotel rooms and vacation stays by setting daily availability.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Customer Demographics Dashboard - See Age and Gender Stats for Your People + Members

Get a breakdown of the gender and age group your people and members fall into.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

New Reports + Improved Reporting Engine

Check out the new reporting tools and grid view with sorting and filtering of the live data.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Improved Transaction Email with Option to Download as PDF

We have made it easier to send someone a transaction receipt by including an out-of-the-box template and a new option to download as a PDF.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Build June 1, 2018

Major updates to backend reporting, new tools in several areas, better navigation and more! Oh yeah, we released newsletters 2.0.
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Written by Jordan Gilman
Updated over a week ago

Build May 21, 2018

This build focused on improvements to SEO, memberships and content .
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Written by Jordan Gilman
Updated over a week ago