As We Close Out Month 8 of 2020 - Here Are Some Noticeable Updates

We added a few updates the last week of August, here are a few to highlight.


Members Can Renew Early

Members can now renew their membership earlier than the renewal date. When viewing their subscription at /account/subscriptions, they will see an option to Renew Early if they are an annual subscriber who's currently active.  

Upon clicking this button they will be prompted for payment to renew their subscription (no gift certs and no house accounts) and the system will then extend their date 1 year out.

We Updated the Campaign Engine with a Few Highlights

You can wire up a campaign and/or other actions when someone pays their membership dues or subscription on an annual basis.  This is useful when sending a reminder to your members that their annual dues are up for renewal.  They can confirm their payment method and/or renew early.

Now, in the CRM profile you will be able to see items in this person's campaign queue.  

Improvements to Taxes, Shipping and Discounts in the Virtual POS

We are re-building our Virtual POS to have a touch screen experience along with larger structural items.  In our recent updates we included the ability to set a manual discount and/or modify the coupon codes discount.  As well to improvements on handling fees, taxes, shipping, discounts and the combination of these items across the variety of experiences in PeopleVine.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

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

Setup Access Rules with Public Descriptions in Sevenrooms to Allow Members to Book Specific Areas

You can surface the type of reservation someone is booking by setting up access rules associated with public descriptions.

Posted October 22, 2020

Create a Single Sign On Amongst All Your Sub-Domains on PeopleVine

In the platform settings, you can enable a multi-domain cookie which will carry over member settings into your various sub domain names in PeopleVine.

Posted October 18, 2020

Applying a Discount in the Virtual POS is Easier

You can now apply a % discount or $ discount when taking a payment in the Virtual POS.

Posted October 15, 2020

Setup a Dining Reservation with Specific Tables for Dining or Cocktails

Allow your members to select what type of table they're looking for (e.g. cocktail, hightop, outside, etc.) by providing the table numbers within your dining page.

Posted October 8, 2020

Setup Your Billing to Start on the 1st of the Month (or Year) When Enabling Prorated Billing on the Service

We know you've been able to prorate members for quite some time, but only if you manually set them up. Now members can be automatically prorated depending on when they sign up or are approved.

Posted September 29, 2020

Platform Updates 1st Half September 2020

We thought we'd share some of our notes on what was released so far in September.

Posted September 12, 2020

You Can Set What Gift Certificates are Valid For

When issuing a gift certificate to a person, you have the ability to select what the gift card is valid for. This allows you to issue a gift certificate to utilize for a series of events or a specific appointment type. When purchasing something else, this gift certificate will not be available for use.

Posted September 12, 2020

Answer a Survey/Form From Your External Website via our API

By leveraging our API, you can customize the front-end of your experience and capture data on your external website.

Posted September 10, 2020

Setup a Certificate of Completion, Diploma or Other Important Documents for Your Members After Achieving a Goal

With our image generator + text you have the ability to overlay messages over your existing graphics.

Posted September 9, 2020

Set the Time Tickets Go On Sale and Off Sale, Not Just the Date

You now have the ability to set the time that tickets should go on sale and off sale.

Posted September 4, 2020

Setup an Event and Enable an External Party to Manage the Event

You can enable your partners access to event details without giving them access to the whole platform.

Posted September 4, 2020

© PeopleVine 2020. Powered by PeopleVine. Terms of use | Privacy & cookies