PeopleVine POX App for Managing Your Members and Guest Check-In to Track Visits

Looking for a powerful way to track your members and build member profiles along with their guests, then look into setting up the PeopleVine POX app.

The PeopleVine POX (or Point of eXperience) app is available on the iPad OS direclty from the app store at  This article provides some guidance on setting up and using the POX covering the following topics:

  • POX Basics
  • Setup Guest Check-In
  • Guest Check-In Flow
  • Setting up a Guest Check-In Survey

POX Basics

The POX provides you the ability to check-in your members along with a self-service guest check-in in kiosk mode.  To get started with the POX, download it from the Apple App Store on your iPad and search for PeopleVine POX.  Once installed, you will be prompted to login with your PeopleVine username and password.  Watch this video to learn about the basics of the POX app.

The app enables you to:

  • See recent member check-ins
  • Check-in a member by scanning their membership card
  • Check-in a member by swiping their membership card
  • Look for a member by name, email, phone, etc. and check-in
  • View CRM profile for member including notes, attributes and past data
  • Take notes on their visit
  • Capture attributes to segment and classify your members
  • Print a chit to hand preferences to your staff

Setting Up Guest Check-In

The POX app has a built-in self-service guest check-in solution that allows your member's guests to check-in.  When a member's guest checks-in, the data will be captured and stored within your CRM and the member and guest will be linked together.  Watch this video to see how to enable the guest check-in self-service kiosk.

Guest Check-In Flow

Now that you enabled the self-service kiosk mode, this will show you the experience for when a guest checks-in.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Setup a Staging Environment to Build and Test without Impacting Your Members

You can setup a "staging" environment that allows you to move data between two accounts and avoid impacting your member base.

Posted December 4, 2020

Improvements to Refunding Event Tickets

We made some improvements to refunding event tickets to streamline the process.

Posted November 25, 2020

Know How we Charge Service Fees and Taxes on Subscriptions

We wanted to share with you how we charge taxes and service fees on subscriptions, membership initiation fees and more.

Posted November 19, 2020

Updated PDF Receipt, Better Subscription Billing Reporting and More

We made some updates to our transaction and subscription engine we thought we should share.

Posted November 19, 2020

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

Your Members Can Register their Card on File with Square from the Member Portal

Your members are able to add a payment on file to be leveraged at the Square POS.

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

Enable a Webhook to Automatically Tag a Person with an Attribute

You can trigger a webhook to automatically attach an attribute to the person's profile.

Posted November 4, 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

Adding Your Member to a Ticket in Toast, Allowing them to Pay from their Phone

Leverage this guide to train your employees how to add a member to a check when using Toast.

Posted October 28, 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

Overview of the Integration with Toast POS System and PeopleVine

As we have launched our integration with Toast, we wanted to highlight the overall features and experience.

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