A Guide to Operating PeopleVine

I created a guidebook to help you operate the different features of PeopleVine. Check out this article to learn more.


The PeopleVine Guidebook is designed to give you best practices, tips and an overview of how to operate the PeopleVine platform for Spaces.  Check out https://peoplevine.com/guide to download.   

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Process Payments in PeopleVine Using their Square Card on File

When you connect to your Square POS, you enable the ability to process payments to a member's card on file at the POS. This tutorial will show you how they can register it and how it works in PeopleVine.

Posted November 10, 2020

Adding a Card on File at the POS for Square

We recommend you having your members register their card on file at your POS for the most secure and cost-effective way for charging for orders and other items in PeopleVine.

Posted November 10, 2020

Connect Your Square POS for Order History, Loyalty, Card on File and More

With our integration to Square you can track member spend to their CRM profile in PeopleVine while enabling a secured way for registering your card on file at the POS.

Posted November 9, 2020

Syncing Your Customers, Members and Orders with Square

With our Square integration, you can ensure that your CRM in PeopleVine has the latest data on your customer's behaviors, while ensuring your members are ready in the Square POS.

Posted November 9, 2020

Get a Quick Glimpse of Your Commerce Revenue by Category

If you're POS is connected to PeopleVine or you're leveraging our eCommerce, you can now get a quick glimpse of how a specific category is performing.

Posted November 2, 2020

Troubleshooting Toast - Getting an Error Validating the Loyalty Account

If you're getting an error "Error validating the loyalty account," it is most likely related to a change in the member's profile. Although an unlikely scenario, we wanted to ensure you knew how to handle.

Posted October 28, 2020

Improvements to the Virtual POS - Tips, Discounts and More

We recently made major updates to the Virtual POS and Commerce engine in an effort to ensure continuity between experiences along with providing better control and reporting on payment details.

Posted October 28, 2020

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