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.

Configure Salto to Work with Peoplevine Check-In

Follow these steps to configure your Salto to auto Check-In members when they use a Salto keycard.

Posted January 12, 2024

Detailed Member Statements & Billing

Unveiling Peoplevine's Member Statements & Billing feature: a comprehensive tool ensuring utmost transparency, simplicity, and efficiency in every financial transaction for both members and operators.

Posted September 28, 2023

New and Improved Timeline View

Dive into Peoplevine's My Schedule Timeline View: a feature designed to bring unmatched convenience and clarity to members' and guests' schedules, centralizing everything from dining to events.

Posted September 28, 2023

Spa & Wellness Booking with Book4Time Integration

Experience the perfect synergy of Peoplevine and Book4Time: a collaboration that transforms spa and wellness bookings, merging front-end engagement with backend efficiency.

Posted September 28, 2023

Going Global

Discover how PeopleVine's "Global Network" solution is set to revolutionize the hospitality industry by unifying brand experiences across multiple properties, whether globally or within a local region, offering members a seamless digital experience and granting operators unparalleled insights.

Posted September 28, 2023

Override the Guest Pass E-mail with Template

You can replace the e-mail sent to a guest when a guest pass is issued while retaining the necessary links to ensure they can activate it.

Posted September 27, 2023

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

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