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.

Platform Updates 1st Half September 2020

We thought we'd share some of our notes on what was released so far in September.

Posted September 12, 2020

You Can Set What Gift Certificates are Valid For

When issuing a gift certificate to a person, you have the ability to select what the gift card is valid for. This allows you to issue a gift certificate to utilize for a series of events or a specific appointment type. When purchasing something else, this gift certificate will not be available for use.

Posted September 12, 2020

Answer a Survey/Form From Your External Website via our API

By leveraging our API, you can customize the front-end of your experience and capture data on your external website.

Posted September 10, 2020

Setup a Certificate of Completion, Diploma or Other Important Documents for Your Members After Achieving a Goal

With our image generator + text you have the ability to overlay messages over your existing graphics.

Posted September 9, 2020

Set the Time Tickets Go On Sale and Off Sale, Not Just the Date

You now have the ability to set the time that tickets should go on sale and off sale.

Posted September 4, 2020

Setup an Event and Enable an External Party to Manage the Event

You can enable your partners access to event details without giving them access to the whole platform.

Posted September 4, 2020

Use SAML based SSO Login for Your Website or App

You can leverage our /login/sso to get started with signing into your member portal with one-click SSO.

Posted September 1, 2020

Gain More Control Over Automating Membership Activities with New Triggers

We added several new triggers enabling you to setup automated activities after certain activities happen.

Posted August 28, 2020

As We Close Out Month 8 of 2020 - Here Are Some Noticeable Updates

We added a few updates the last week of August, here are a few to highlight.

Posted August 28, 2020

Members Can See Open Orders to Pay and Close

Members can now see open orders in their order history to make it a two-click pay and close the check experience.

Posted August 28, 2020

Create Multiple Unique Branded Experiences with One CRM/Backend

You can setup content pages to only display on certain domain names when overriding our out of the box pages.

Posted August 27, 2020

Aloha - See How You Can Split Checks to Allow Multiple Member Payments

Check out this video to see how you can split a check and/or setup separate checks to allow multiple members to pay to their house account using Aloha.

Posted August 26, 2020

Setup a Delivery Window to Hand Delivery Orders to your People

You can setup a custom delivery scheduler where you can control the available slots and staff handling the deliveries.

Posted August 18, 2020

Sell Products that Are Visible to Member's Only

You can setup a product catalog to display only to active members of specific groups.

Posted August 18, 2020

Setup Your eCommerce Product Catalog from a Spreadsheet

Are you ready to launch e-commerce to allow your members to purchase your food, beverages or merch? Check out this tutorial to get started with a simple excel spreadsheet.

Posted August 14, 2020

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