> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/portal-overview.md). # Member Portal The **Member Portal** is the digital front door of your club. Members log in to view their digital ID card, book reservations, register for events, share guest passes, manage payments, and read club news. It runs on a Peoplevine-hosted domain (e.g., `[club].peoplevine.com`) or your own custom domain (e.g., `members.yourclub.com`) over SSL. This article is the conceptual overview of the portal. For step-by-step setup and operations, see the linked articles. ### What members can do in the portal | Surface | What members do | | ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- | | **Home** | Aggregated feature page highlighting announcements, bookings, and content | | **News / Announcements** | Read announcements and recent blog posts (a separate page from the home page) | | **Events** | Browse and register for upcoming events; share tickets with guests | | **Dining, Spa, Appointments, Activities, Workspaces** | Browse Directory Cards and book scheduler-driven slots — native scheduler or via SevenRooms / OpenTable / Book4Time | | **Staff Directory** | See the club's team profiles ("Meet the Club"), powered by Directory Profiles | | **Club Directory** | Member-to-member community directory — a separate module, rolling out now | | **Concierge** | One-on-one chat with the club, via push notification or SMS | | **Guest Passes** | View available passes and share them with guests by email or phone | | **Benefits** | See perks attached to their membership program | | **My Schedule / My Bookings** | View upcoming reservations and event registrations | | **My Account** | Update personal details, payment methods, password, communication preferences; download digital ID card | | **Nominate a Member** | Refer prospective members via a dedicated form | ### Member Portal 3.0 **Member Portal 3.0** is the current generation of the portal experience. What it offers today: * **Directory Cards** — a flexible content structure that controls how dining, spa, activities, and more are showcased, with control over layout and sequence. Card types: Informational, Bookable, Form, Hybrid, and Call-to-Action. See: [What are Directory Profiles](/products/portal-overview/directory-profiles-overview.md). * **Directory Prioritization** — control the order of directory profiles to highlight your most important offerings at the top of each page. * **Redesigned home page** — an aggregated page that highlights signature experiences such as events, spa, dining, and club benefits in one place. * **Face ID login** — members can log in with Face ID on the mobile app: secure, passwordless entry. For operators, this means fewer password-reset requests. * **Streamlined booking and checkout** — fewer steps and clearer messaging, including waitlist visibility on sold-out events, on-sale dates for future ticket releases, and a simplified $0 checkout. In regions without a supported payment processor, members can transact using a **House Account** option at checkout. To check whether your club is on Member Portal 3.0, contact Support or your Account Manager. ### What your team configures in the Control Panel | Area | Configurable by your team? | | ---------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Pages (Terms & Conditions, Privacy)** | Yes — ENGAGE > Manage Pages. In the portal, only the **Terms & Conditions** and **Privacy Policy** pages render (set via the `terms` / `privacy` keywords). If you don't supply your own, the portal shows the Peoplevine template. | | **Blog posts (News & Announcements)** | Yes — ENGAGE > Manage Blogs (or equivalent) | | **Directory Cards** (the visual layer of the portal) | Yes — ENGAGE > View Directory (Pro Dash: SELL > View Directory) | | **Categories & Subcategories** | Yes — Company dropdown > Data & Tagging > Manage Categories | | **Schedulers (native dining, spa, workspace)** | Yes — SELL > All Schedulers | | **Events** | Yes — SELL > Manage Events | | **CRM profile fields visible on the portal** | Yes (configured per profile question) | | **Card design (digital ID card)** | Yes — see [How to Configure Membership Card Design](/products/control-panel-overview/membership-setup-overview/configure-card-design.md) | | **Domain / SSL** | Configured during onboarding; changes require Support | > **Note**: Beyond Terms & Conditions and Privacy, the member-facing content of the portal is driven by **Directory Profiles**, **Events**, and **Blog Posts** — not by standalone managed pages. If you need an additional portal page set up, contact Support or your Account Manager. ### What only Peoplevine can change Some settings live behind the platform and require a request to your Account Manager or Support. The most relevant ones for portal experience are: | Setting | What it controls | | ------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------- | | **Member Nomination Settings** | Whether nominee records and statuses are visible on the portal | | **Show Remaining Ticket Quantity** | Whether the *X tickets left* counter appears when ≤ 9 remain | | **Show Blog Post Dates** | Whether posting dates appear on blog detail views | | **Require Guest Email / Mobile Number** | Two separate toggles — require an email and/or mobile number for guest passes, ticket sharing, and guest bookings | | **Enable Public Registration** | Whether non-members can self-register (used for public event sign-up) | | **Allow Failed Members to Pay Dues in Portal** | Whether the Failed Dues Paywall shows a Pay Now button or is informational only | | **Layout & theming** | Configured during onboarding | | **Default landing page after login + nav order** | Configured during onboarding | For the full list of operator-requested settings, see: [Admin Settings Managed by Peoplevine](/products/portal-overview/portal-admin-settings.md). ### Who can log in Portal access depends on membership status, evaluated in priority order at every login: **Failed → Active → Pending → Suspended → Cancelled → Expired**. Failed memberships always show the Failed Dues Paywall (overrides everything). Active members get the full portal. Other statuses see informational paywalls explaining the next step. For the full priority logic, see: [How Members Get Access to the Portal](/products/portal-overview/member-portal-access.md). ### What Happens Next * **On the member side**: Members log in, see content and features tailored to their membership status, and can self-serve most account actions. * **Next step**: [Portal Modules and Features — Overview](/products/portal-overview/portal-modules-overview.md) · [What are Directory Profiles](/products/portal-overview/directory-profiles-overview.md) · [How to Set Up and Use Categories](/products/portal-overview/setup-categories.md) · [How Members Get Access to the Portal](/products/portal-overview/member-portal-access.md). *Last updated: 2026-06-11* --- # Agent Instructions This documentation is published with GitBook. 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