Platform Updates 1st Half September 2020

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


Please note, these are raw developer notes.

  • Portal - Account - Commerce - updated the link to checkout and pay for an order
  • Portal - Checkout - disabled member discounts from being applied to an order
  • Portal - Commerce - hide the coupon code and affiliate when paying for connectedpos order
  • Portal - Commerce - check syndicate payment when coming from pay for order screen
  • Control - Campaign - minor update to UI when sorting campaign queue
  • Control - Event - added ability to set expiration time of tickets
  • Control - Affiliates - fixed issue with viewing all affiliates within a program
  • Control - Newsletters - minor update to UI
  • Control - Webhooks - minor update to UI for auths
  • Control - Scheduler - fixed issue with deleting a scheduler
  • API - HAPI - added support for 4/26/2024 4:33:23 PM and 4/24/2024 4:33:23 PM
  • API - HAPI - Events - minor update to filter status by "all" to show all
  • Portal - Business Tools - updated dashboard for managing events
  • Portal - Business Tools - Events - updates to UI/UX
  • API - Events - include profile photo when returning tickets purchased
  • Portal - Content - fixed minor error in query string
  • Control - CRM - updated the campaign queue to display campaign and item receiving
  • Portal - Scheduler - if checking out for a dining reservation and/or there's no cost, we do not prompt for affiliate
  • API - Integration - Toast - minor updates to handle flows
  • API - Commerce - fixed issue with releasing points if the order is cancelled or changed
  • Control - Commerce - always show the requested delivery date/time
  • API - Transaction - updated void transaction to filter by transaction_id
  • Control - Content - added link to page layout from page menu
  • API - Membership - fixed issue when loading service although isloyalty card
  • Portal - Content - better handling for capture modal
  • API - Integration - Toast - removed used coupon if removed from order in Toast
  • API - Transaction - if a payment comes in voided, we try to void the original
  • API - Loyalty - updated returnPointsEarned to filter reftype/no on the point earned
  • API - Integration - Toast - finished to ensure LOYALTY_REVERSE removes points
  • Control - Commerce - minor update to UI
  • API - Integration - Toast - store the orderGuid in purchase order
  • API - Commerce - when an order comes through from the connectedPOS, we won't change the order_date
  • Control - Commerce fixed issue with assigning the table vs. name for checkout
  • API - Commerce - fixed issue where tax amount was based on shipping address for F&B
  • Portal - Checkout - fixed issue on shipping for F&B if no address on account
  • Control - Forms - minor update to show color coding on viewing status
  • Control - CRM - minor update to UI to show color coding on viewing status of form
  • Control - Transaction - disable the ability to auto refund a POS payment and explain it must be at POS
  • Control - Transaction - add a message that a refund over 90 days may not process
  • API - Content - when checking if keyword exists we ignore archived pages
  • Portal - Account - added support for /account/logout (user)
  • Portal - Membership - minor update to the UI
  • Portal - Events - when checking out for a free ticket it will say "registering" not purchasing
  • API - Transactions - minor cleanup to handle new auth net wrapper
  • Portal - Events - when using /tickets we will show the event name at the top
  • API - Commerce - updated the cart total and weight total to use orCustomer for consistency
  • Portal - Membership - minor update to UI for selecting a membership, fixing an issue with inconsistent links
  • Portal - Membership - minor update to ui/ux
  • Portal - Subscription - minor updates to UI and page title
  • API - Membership - when returning the membership card we include the barcode format and auto renew flag
  • Portal - Account - Membership - we display the barcode on the "all" view
  • Portal - Account - Membership - we updated language based on auto-renew or not
  • Database - Gift Cards - added support for reference_type/no
  • API - Gift Cards - added support or reference_type/no
  • API - Integration - Authorize.Net - added auth.net v2 as payment provider option
  • Control - Transactions - added new payment processor auth.net v2
  • Control - Transaction - minor update to UI
  • Portal - General - disabled support for twitter cards
  • Control - Gift Cards - added the ability to assign a gift card to only be valid for specific ref/type
  • API - Gift Cards - control which gift cards are visible at checkout based on reftype/no
  • Portal - Gift Cards - pass in reftype/no to get the available gift cards
  • Control - Vouchers - when adding a voucher you can set valid for to category
  • Portal - Vouchers - when validating a voucher we can pull back by category
  • API - Integration - Toast - minor updates to authenticate the user
  • Portal - Account - Membership - fixed issue with validate request on form on membership view page
  • Control - Integration - Toast - added support for multiple Toast clients
  • API - HAPI - added support for using HAPI tags in the page title (generic ones)
  • Portal - Content - added support for generic HAPI tags in the title
  • API - Integration - Toast - continued development on integrating with Toast as a payment processor

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Configure Salto to Work with Peoplevine Check-In

Follow these steps to configure your Salto to auto Check-In members when they use a Salto keycard.

Posted January 12, 2024

Detailed Member Statements & Billing

Unveiling Peoplevine's Member Statements & Billing feature: a comprehensive tool ensuring utmost transparency, simplicity, and efficiency in every financial transaction for both members and operators.

Posted September 28, 2023

New and Improved Timeline View

Dive into Peoplevine's My Schedule Timeline View: a feature designed to bring unmatched convenience and clarity to members' and guests' schedules, centralizing everything from dining to events.

Posted September 28, 2023

Spa & Wellness Booking with Book4Time Integration

Experience the perfect synergy of Peoplevine and Book4Time: a collaboration that transforms spa and wellness bookings, merging front-end engagement with backend efficiency.

Posted September 28, 2023

Going Global

Discover how PeopleVine's "Global Network" solution is set to revolutionize the hospitality industry by unifying brand experiences across multiple properties, whether globally or within a local region, offering members a seamless digital experience and granting operators unparalleled insights.

Posted September 28, 2023

Override the Guest Pass E-mail with Template

You can replace the e-mail sent to a guest when a guest pass is issued while retaining the necessary links to ensure they can activate it.

Posted September 27, 2023

Transaction Reporting has an Upgrade

We updated the Transaction Reporting screen to provide you with the data necessary to provide a glimpse at your revenue and the necessary data to audit your financials.

Posted September 7, 2023

You Can Set the Time to Process Authorizations

When a charge is processed through your POS, the charge may be Authorized until we capture the tip or at the end of day to handle refunds or changes. In this case, you can now set the time as to when we will process your authorizations.

Posted August 28, 2023

Adding Your Alliants Integration

Follow these steps to connect Peoplevine with your Alliants account for messaging.

Posted August 28, 2023

Setup Your Membership Tiers Based on Age

You can enable your membership tier to be for members between certain ages, when they past that age, they will automatically migrate to the next age tier.

Posted August 22, 2023

Follow these steps to update your Twilio settings to ensure delivery

This article will overview how to setup your brand and campaigns for broader/better delivery.

Posted August 10, 2023

Select Which Transaction Types You Want to Sync with Quickbooks

You're able to select which types of transaction items you want to sync to Quickbooks.

Posted June 14, 2023

Configure your Member Portal to Show Spa and Wellness

Once your Spa and Wellness feature is enabled, you need to configure the following to display on your member portal.

Posted June 14, 2023

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

© Peoplevine 2024. Powered by PeopleVine. Terms of use | Privacy & cookies