Improvements Made Throughout February 2020

We made some improvements throughout the platform in the month of February. Check out a few in the article or check out the platform to see what's popped up.


Ecommerce Orders Show Tracking and Shipping at Quick Glance

When viewing your orders, you can now see the shipping method (or pickup) and if already shipped, a link to track the package.


Search for Events via URL

You can setup a vanity URL and route to /events.aspx?search=<search value> to drive people directly to events that contain certain words.


Added Support for 9 eCommerce Notifications

We expanded our notification system to trigger a set of options when one of these triggers occurs: 

  • Order marked as paid
  • Order marked as verified
  • Order marked as pulled
  • Order marked as shipped and pulled
  • Order marked as shipped
  • Order marked as completed
  • Order marked as follow-up
  • Order marked as modified
  • Order marked as returned

Link to the Next Event

Want to allow your people to browse through your events?  simply add a link with /event/#/next where # is the event_no, and we'll take them to the next event (in order by date).  Check out this article for more info: https://peoplevine.com/blog/31540.


Link Ticket Inventory to Manage Availability

You can connect the inventory of one ticket with other tickets in an effort to sell tickets at different pricing/levels, but not go over capacity.  Check out this article for more info: https://peoplevine.com/blog/31535.


Auto Check In Member for Events

When scanning a membership card and they are arriving with in 2 hours before an event starts or 1 hour after an event ends, they will automatically be checked-in for the event.


See Taxes Associated with Transactions

We have updated to ensure any line item with a tax rate value is displayed on the transaction receipt.


Updates to CRM Spend and Balances

Now at quick glance you can see total spend, unpaid balance, avaialable credits (gfit cards and rewards) and total points.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Connect Your Stripe Account to Peoplevine

Follow the new flow to setup your Stripe connection using our v2 rails.

Posted August 2, 2022

Setup Your Global Network to Create Seamless Reciprocity Between Clubs

Once you've been approved and added to the Global Network, you'll be able to auto-enroll your members into all clubs linked to that Global Network. If your member resigns, then their Global Network access is also revoked.

Posted July 1, 2022

Updated GoCardless Flow and Connection

Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.

Posted June 9, 2022

Click Out to Send an SMS Message with a Pre-set Body

Need someone to click a link to send an SMS with a pre-defined body? For example if someone wants to text Valet to get their car.

Posted June 9, 2022

Updated Bookings Page with Appointments, Reservations, Events and Classes on One Screen

We updated the /account/bookings page to display both upcoming appointments/reservations along with event/class registrations.

Posted May 31, 2022

Combine Initiation and First Month/Year Dues into a Single Charge + Other Updates to Application Approval Flow

We updated the application approval flow to give you more control over charging your new members.

Posted May 20, 2022

Integrated to Calteq for Displaying Caller ID with Member Details

Leverage our integration with Calteq to automatically sync your membership database to Calteq, so when a member calls, you'll be able to identify them immediately and greet them accordingly.

Posted May 16, 2022

Add a Member Client Tag to Your Members in Sevenrooms

With a little setup you can map the membership sku in Peoplevine to the Client Tag in Sevenrooms.

Posted April 14, 2022

Updates to Importing Data to Simplify Onboarding

We enabled some new features when importing data into the platform.

Posted April 1, 2022

Setup Peoplevine House Accounts with Toast

You can now simplify the approach for making House Account payments in Toast.

Posted March 31, 2022

Setup Peoplevine Card on File with Toast

You can now simplify the approach for making Card on File payments directly from Toast.

Posted March 31, 2022

What do the different subscription statuses do?

See what each status means so you know how our system will process the dues.

Posted March 31, 2022

Customize the Forgot Password Email

Follow these steps to setup a custom e-mail when people click on forgot password.

Posted March 9, 2022

Connecting TripleSeat to Peoplevine to Sync Members, Events and Spend

Our initial release of our integration with TripleSeat is now available to sync members, events and spend to their CRM profile in Peoplevine.

Posted March 8, 2022

Quick Tip - How to Make Fields Hide/Show Based on Selection on a Form

This posts provides a brief walkthrough and sample on how to make a section show or hide based on a field on a form. Don't forget, make sure the fields are NOT required, otherwise they won't be able to proceed (unless you write some more code).

Posted February 20, 2022

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