Mid-December Platform Update

For smaller updates, we are including a brief overview of the addition to the platform.



We continue to improve upon existing features, fix glitches and straighten out paths in the platform all while adding some new things to help you get closer to your end goal.  Here are some things we recently added:

Filter Subscriptions by Multiple Statuses

You can now select multiple statuses when filtering your subscriptions allowing you to easily identify accounts to recover.


Hide Event Tickets

We've heard various reasons on why you would want to hide the tickets (print, download and share options) after someone register for an event.  In many cases we helped you accomplish this by adding some CSS and/or JS to accomodate.  Now with this new option, you can hide the tickets by chekcing a box.  If you were one of the companies that had us hide it via CSS and/or JS, and you now want control over each event, please contact us and we'll remove that code.

You'll find this under the options section when creating/editing an event.


Researvations with Sevenrooms will Now Show the Party Size

For all new reservations post the release of this article, will now store the party size and display it within your member portal.

Oh and by the way all Sevenrooms reservations will say "Reservation" instead of "Appointment" on the confirmation.


Require People to Have a Specific Credit Card to Purchase Tickets

Have a partnership with a credit card company to release tickets to people who have that card?  Then you're in luck as we support that.  Check our documentation for a full article on setting this up, but you simply setup a new rule that requires payment type, enter the number the cards should start with and then assign that rule to the ticket.

Then assign the rule to the tickets.

Filter Reservation Schedulers by Category

When viewing the calendar of upcoming bookings, you can filter the bookings by category.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Add Your Members to Groups in Square

We can map your members into groups in Square by following these steps.

Posted November 24, 2021

Test Your Integration with our Salesforce Sandbox Connection

Are you looking to validate the data flow and integration between Peoplevine and Salesforce? You can connect to our stage environment in order to test your integration.

Posted November 23, 2021

Troubleshooting Why Your E-mails Go to Spam

Are your e-mails ending up in the Spam or Junk Mail folders? It's most likely due to a missing setting.

Posted November 8, 2021

Sync Your Customer Attributes with Client Tags in Sevenrooms

Sync your customer attributes captured via the member portal or application and sync with Sevenrooms for top notch hospitality.

Posted October 29, 2021

Add a Custom Opt-Out Footer to Your E-mails

You can remove the existing opt-out section to provide a custom one by adding our {@opt_out_url@} tag to your e-mails new footer.

Posted October 29, 2021

Splitting Checks and Payments with Micros Simphony and Peoplevine Memberships

Learn how to split checks amongst multiple members and/or guests and allow for multiple different payment types.

Posted October 20, 2021

Stripe V2 Integration Supports Native Tokenization and 3D Secure Payments

With our latest release of our Stripe integration, we are introducing our v2 that provides Stripe native tokenization along with support for 3D secure on the first payment capture.

Posted October 19, 2021

Renew Someone's Failed Subscriptions (with add-ons) in One Charge After it Fails

Some of you know the painpoint of renewing someone's subscription that recently failed and they have multiple items on their subscription. This article explains about a new feature that allows you to charge those in one lump sum.

Posted September 23, 2021

Allow Members and Guests to Book Spa Appointments with Book4Time in Our Latest Integration

With our latest integration to Book4Time, we provide real-time availability, crm sync and more to provide the best experience possible for your members and guests.

Posted August 24, 2021

Get an Alert When Members Pay their Invoices

Of course you can monitor your A/R on a daily basis, but that's tedious and sometimes disappointing. With our latest alert, you can get notified when someone pays an invoice.

Posted August 24, 2021

Build a Survey Application and Answer it on Your Site or App

Are you looking to leverage our tools to manage your CRM and applications, but want to build a custom experience for capturing the responses to an application in Peoplevine?

Posted August 20, 2021

Include a Link to Download Their Membership Card

This quick snippet will help you setup a button to click and take them to their membership card to download.

Posted August 18, 2021

Submit a Survey Response from Your Website

Connect your existing website to our platform by submitting the survey response direct to our JSON.

Posted August 17, 2021

We will Automatically Retry Subscriptions that Failed 3 Days Ago and 7 Days Ago

In an effort to ensure you don't lose funds from members who's card failed during their recurring billing, our system will automatically retry the payment 3 day and 7 days after the first fail.

Posted August 13, 2021

Allow People to Pay at /Charge or /NOT with our New Setting

We added a new setting that requires you to enable the out-of-the-box /charge/# (where # is a dollar amount to charge someone e.g. /charge/10.25 for $10.25).

Posted July 31, 2021

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