Early January Updates

We continue to roll out fixes and features to expand your use of PeopleVine, see what's happened in early January.


Easily Edit Payment Method on File

When taking a payment in the control panel, you can easily upate billing info or payment info (e.g. expiration dates) by clicking on the Edit Payment Method link under the payment dropdown.

Filter Tranasctions by Card Used

You can filter out transactions by the last 4 digits used or the specific card (in most cases).  But if you know the last four, don't add anything else, no need to.


Check Out the New Stats in Memberships

When viewing all your memberships, you get a quick glance of how it performed this month vs. last month and year over year.


You Will Start to See Why People Are Associated

For example if they're a guest of a member or connected through other experiences, you'll start to see the type of association.

We Added Filters to the Calendar View

As well as leveraging the new multiple category select when filtering in events.


NERD ALERT - Ability to Notify Guest is Here via API

Members are notified that their guest is here when you submit an Survey.asm/answerSurvey API call and pass in the referenceTypes including reference_type=memberguest and reference_no=membership_card_no of the member they are seeing.  The survey you are answering should include info like first name and email so you can build your CRM and provide detailed linkage in the backend.


See Taxes Paid Broken Down by Category and Item

When generating a Transaction Pivot Report, you can see the taxes paid by category and function.


Some Other Updates

We added a few more things that weren't worthy of a screenshot:

  • when copying a newsletter, it will also copy the recipients when saving

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Transaction Reporting has an Upgrade

We updated the Transaction Reporting screen to provide you with the data necessary to provide a glimpse at your revenue and the necessary data to audit your financials.

Posted September 7, 2023

You Can Set the Time to Process Authorizations

When a charge is processed through your POS, the charge may be Authorized until we capture the tip or at the end of day to handle refunds or changes. In this case, you can now set the time as to when we will process your authorizations.

Posted August 28, 2023

Adding Your Alliants Integration

Follow these steps to connect Peoplevine with your Alliants account for messaging.

Posted August 28, 2023

Setup Your Membership Tiers Based on Age

You can enable your membership tier to be for members between certain ages, when they past that age, they will automatically migrate to the next age tier.

Posted August 22, 2023

Follow these steps to update your Twilio settings to ensure delivery

This article will overview how to setup your brand and campaigns for broader/better delivery.

Posted August 10, 2023

Select Which Transaction Types You Want to Sync with Quickbooks

You're able to select which types of transaction items you want to sync to Quickbooks.

Posted June 14, 2023

Configure your Member Portal to Show Spa and Wellness

Once your Spa and Wellness feature is enabled, you need to configure the following to display on your member portal.

Posted June 14, 2023

Setup a Temporary ID for Hotel Guests

You can allow hotel guests to act as a member during their time at your property by leveraging these settings.

Posted May 23, 2023

We've updated the Scheduler Engine with some New Features

Check out these additions that will increase the functionality of your schedulers.

Posted May 22, 2023

Send E-mails Prior to An Appointment, Reservation or Event with Pre-Arrival Campaigns

A new campaign type is set up for pre-arrivals, allowing you to send messaging to a person prior to them arriving for their appointment, reservation or event.

Posted May 2, 2023

Change the Currency you charge in for GoCardless and Stripe

You can now charge people in their local currency by using our "switch currency" option when charging a transaction or subscription (for recurring billing).

Posted February 23, 2023

We Are Expanding Our Platform for Global Capabilities including Country Codes

We updated our platform to store the country code when storing a person's phone number or mobile number. This will assist with ensuring your data is properly formatted, plus more!

Posted February 21, 2023

Register Your Twilio Account for A2P 10DLC Registration with the Carriers to Ensure Delivery

Due to requirements in the US, all clients using Twilio to send SMS to US based customers must register their business and campaigns for outbound messages.

Posted January 6, 2023

Peoplevine is Live on the Toast Marketplace for 1-click Enablement

We've made it easier for you to activate Peoplevine with Toast by using the standard integration.

Posted December 9, 2022

Track an Alternate ID for Membership Card Scans and Identify Primary Membership

We made some updates to the membership experience by adding an alternate ID used to ensure keycards and other IDs are scannable in our platform along with flagging the primary membership.

Posted November 29, 2022

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