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Feature Attributes in Your Customer Attribute List

You can bring certain attributes to the top by prefixing it with ### (3 hashtag symbols). This will bring them to the top and feature them for quick access.

Do you have attributes that need to be at the top of the page?  Simply prefix it with ### (3 hashtags) and we will move it to the top as well as flag it with a star or asterisk (*) to signify its importance.  When doing this, this data will also display on other secondary interfaces like the POX or a Point of Sale integration. 

And then throughout the platform you will se it with an asterisk

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Setup a Temporary ID for Hotel Guests

You can allow hotel guests to act as a member during their time at your property by leveraging these settings.

Posted May 23, 2023

We've updated the Scheduler Engine with some New Features

Check out these additions that will increase the functionality of your schedulers.

Posted May 22, 2023

Send E-mails Prior to An Appointment, Reservation or Event with Pre-Arrival Campaigns

A new campaign type is set up for pre-arrivals, allowing you to send messaging to a person prior to them arriving for their appointment, reservation or event.

Posted May 2, 2023

Change the Currency you charge in for GoCardless and Stripe

You can now charge people in their local currency by using our "switch currency" option when charging a transaction or subscription (for recurring billing).

Posted February 23, 2023

We Are Expanding Our Platform for Global Capabilities including Country Codes

We updated our platform to store the country code when storing a person's phone number or mobile number. This will assist with ensuring your data is properly formatted, plus more!

Posted February 21, 2023

Register Your Twilio Account for A2P 10DLC Registration with the Carriers to Ensure Delivery

Due to requirements in the US, all clients using Twilio to send SMS to US based customers must register their business and campaigns for outbound messages.

Posted January 6, 2023

Peoplevine is Live on the Toast Marketplace for 1-click Enablement

We've made it easier for you to activate Peoplevine with Toast by using the standard integration.

Posted December 9, 2022

Track an Alternate ID for Membership Card Scans and Identify Primary Membership

We made some updates to the membership experience by adding an alternate ID used to ensure keycards and other IDs are scannable in our platform along with flagging the primary membership.

Posted November 29, 2022

Login with Azure MFA to Enable Secured Azure Active Directory Login

You can now login to Peoplevine with your Azure Active Directory account in addition to your email and password or force the user down MFA only.

Posted September 21, 2022

Approve Multiple Applications at Once or Change the Person on the Application

With our new updates to the application engine, you can now approve (or reject) multiple applicants at once along with the ability to re-assign a CRM record to an application.

Posted August 19, 2022

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

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