We added the ability for you to change the date a transaction was/is charged. This allows you to setup invoices that are spaced out over time.
When charging a person in the Control Panel, you can change the date of the transaction. This is useful when setting up invoices that are due on a specific schedule. To leverage this feature, simply select the desired charge date:
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We made some improvements to refunding event tickets to streamline the process.
We wanted to share with you how we charge taxes and service fees on subscriptions, membership initiation fees and more.
We made some updates to our transaction and subscription engine we thought we should share.
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.
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.
Your members are able to add a payment on file to be leveraged at the Square POS.
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.
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.
You can trigger a webhook to automatically attach an attribute to the person's profile.
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.
Leverage this guide to train your employees how to add a member to a check when using Toast.
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.
As we have launched our integration with Toast, we wanted to highlight the overall features and experience.
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.
You can surface the type of reservation someone is booking by setting up access rules associated with public descriptions.