User Stories and Flows for Your POS Integration

Read more about integrating your POS with PeopleVine and the user flows we recommend.


Below are several use cases our end-users can perform at the POS when integrated with our 3 key API methods for member lookup, create order and process payment on file.


Identify the Member at the POS

Upon opening up a check, staff will identify the member by looking them up by name, phone number, email address or member ID.  We also provide the ability to scan their digital IDs QR codes and bar codes at the POS.

Once the data is sent to our API, we will return a list of matching results.  At which time, we would associate the customer_no from the CRM record with the check.


Close an Order without Payment

If the member is only looking to earn points or see their transaction online in the member portal, your waitstaff will simply close the ticket with their CRM record attached and you will send the order data to our API.


Verify Available Checkout Methods

We recommend that you provide a method for the staff to verify if the member has a payment on file, balance available or if they can close to their house account.  This validation ensures your staff closes out the ticket properly so you don't lose funds.


Close an Order to Payment on File (Instant)

In this case, your member requested to close out their check to their payment on file, either credit card or ACH.  Once pressed, the POS will contact our API to process the payment in the cloud.  Our system will then reply in real-time with an approved or declined response.


Close an Order to House Credits/Balance/Stored Value/Gift Card

When the value/credit is added to their membership account via the member portal or backend tools, the member can then utilize this as payment when checking out.  This will then utilize their balance available and if it goes over, will then fallback to their payment on file.


Close an Order to their House Account

As with traditional member experiences, they can charge their order to their house account.  Ultimately this will generate an invoice attached to their account and then is paid for in a monthly batch.  

Close an Order to Multiple Member Accounts

In order to charge to multiple member accounts, we require you to split this into multiple orders/checks.  Allowing you to assign 1 CRM record per order.

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

© PeopleVine 2020. Powered by PeopleVine. Terms of use | Privacy & cookies