Featured Articles

• Two-Factor Authentication (2FA) - Force Your Users to Verify on Login You can enable 2FA in order to add an additional layer of security to dashboard access.

  Posted By:

  Jordan Gilman

  Posted On:

  January 20, 2022

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• Upgrade Your Simphony POS Connection to the Latest Version Download the latest version of our Peoplevine Connect for Micros Simphony. We fixed a bunch of new flows (refunds, transfers, split payments, etc.) along with a new view for looking up members and profiles for best in class hospitality.

  Posted By:

  Jordan Gilman

  Posted On:

  January 14, 2022

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• Peoplevine For Your Accounting Team - Learn the Tools, Predict Your Revenue and Follow Your Cash This article highlights the latest components available to your accounting team to understand how they can find transactions, research transactions, review accounts receivables and more.

  Posted By:

  Jordan Gilman

  Posted On:

  March 19, 2021

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• 

  Setup Your Global Network to Create Seamless Reciprocity Between Clubs Once you've been approved and added to the Global Network, you'll be able to auto-enroll your members into all clubs linked to that Global Network. If your member resigns, then their Global Network access is also revoked.

  Posted By:

  Jordan Gilman

  Posted On:

  July 1, 2022

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• 

  Updated GoCardless Flow and Connection Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.

  Posted By:

  Jordan Gilman

  Posted On:

  June 9, 2022

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• 

  Click Out to Send an SMS Message with a Pre-set Body Need someone to click a link to send an SMS with a pre-defined body? For example if someone wants to text Valet to get their car.

  Posted By:

  Jordan Gilman

  Posted On:

  June 9, 2022

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• 

  Updated Bookings Page with Appointments, Reservations, Events and Classes on One Screen We updated the /account/bookings page to display both upcoming appointments/reservations along with event/class registrations.

  Posted By:

  Jordan Gilman

  Posted On:

  May 31, 2022

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• 

  Combine Initiation and First Month/Year Dues into a Single Charge + Other Updates to Application Approval Flow We updated the application approval flow to give you more control over charging your new members.

  Posted By:

  Jordan Gilman

  Posted On:

  May 20, 2022

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• 

  Integrated to Calteq for Displaying Caller ID with Member Details Leverage our integration with Calteq to automatically sync your membership database to Calteq, so when a member calls, you'll be able to identify them immediately and greet them accordingly.

  Posted By:

  Jordan Gilman

  Posted On:

  May 16, 2022

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• 

  Add a Member Client Tag to Your Members in Sevenrooms With a little setup you can map the membership sku in Peoplevine to the Client Tag in Sevenrooms.

  Posted By:

  Jordan Gilman

  Posted On:

  April 14, 2022

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• 

  Updates to Importing Data to Simplify Onboarding We enabled some new features when importing data into the platform.

  Posted By:

  Jordan Gilman

  Posted On:

  April 1, 2022

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• 

  Setup Peoplevine House Accounts with Toast You can now simplify the approach for making House Account payments in Toast.

  Posted By:

  Jordan Gilman

  Posted On:

  March 31, 2022

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• 

  Setup Peoplevine Card on File with Toast You can now simplify the approach for making Card on File payments directly from Toast.

  Posted By:

  Jordan Gilman

  Posted On:

  March 31, 2022

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