Enable House Account for Your Members to Charge to their House Account

On their CRM profile, you can enable the ability to checkout online by charging it to their house account.


Before setting this up, it's important you understand how House Accounts and Invoices work.  When someone closes a charge to their House Account, our system will generate an Invoice due for the member.  If you have "monthly invoicing" enabled, we will automatically charge this and all open invoices to their card on file.  If you don't, then it's important you setup a process to collect these funds.

To enabe House Account for a specific person, start by going to their CRM profile and click on Edit.

Look for the option that says Allow person to check-out via your website to their House Account and turn it on.  

When active, you 'll see a notification on their CRM profile.

Remember, only enable this if you have a payment method on file or a means to capture that payment.  Once this is enabled and saved, the customer will be able to pay via their House Account.  

Keep in mind if they are already logged in, they may need to sign out then back in to see the option.

Please also note, that your waitstaff can close out to the member's House Account via the POS directly.  This ensures that unpaid transactions at the POS can be assigned to a customer/member in PeopleVine.

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

© Peoplevine 2022. Powered by PeopleVine. Terms of use | Privacy & cookies