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  When They Arrive in Sevenrooms We'll Check Them in PeopleVine too To ensure your data is in sync, as soon as someone is marked as arrived in Sevenrooms, we'll ensure you can see this check-in on the membership activity and leveraged for automation.

  Posted By:

  Jordan Gilman

  Posted On:

  February 17, 2021

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• 

  Screen Update to Aloha Payment on File Screens Our Aloha integration partner, Omnivore, pushed an update to the payment on file experience. Here are some things you should know.

  Posted By:

  Jordan Gilman

  Posted On:

  February 12, 2021

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• 

  Generate Account Statements and E-mail them to Your Members You can quickly generate a monthly statement highlighting your customer spend and transactions during that time frame.

  Posted By:

  Jordan Gilman

  Posted On:

  February 11, 2021

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• 

  We added Additional Transaction Meta Data for Your Reports and Tracking We expanded our transaction data and exports to now share with you when it was originally created (not just when it was charged) along with when it was paid on.

  Posted By:

  Jordan Gilman

  Posted On:

  February 11, 2021

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• 

  Adjust the Billing Date of Your Members with Two Clicks With an ever-changing world and continuous lockdowns/business closures, we create a tool so you can easily push out the next billing date.

  Posted By:

  Jordan Gilman

  Posted On:

  February 10, 2021

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• 

  Provide Your Members with a Stipend to Spend at Your Space (at the POS and in Member Portal) With the member stipend feature, you have the ability to provide your members with spending money for dining, tickets and appointments on a reoccurring or one-time basis.

  Posted By:

  Jordan Gilman

  Posted On:

  February 9, 2021

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• 

  Poor Man's Way to Password Protect a Page or Experience Are you looking for a quick and easy way to password protect a page in our system? This snippet will help.

  Posted By:

  Jordan Gilman

  Posted On:

  January 28, 2021

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• 

  Break-out Your Transactions Into Items - So You Can Report on Transactions Individually We added a new option that enables you to break-out line items into transactions. Typically our transactions dashboard would list out the total price, but now by checking a box, you can break-out the items.

  Posted By:

  Jordan Gilman

  Posted On:

  January 28, 2021

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• 

  Integrate Your ACT! CRM with PeopleVine to Keep Customer Data in Sync Learn more about our integration with ACT! CRM to keep your CRM data in sync.

  Posted By:

  Jordan Gilman

  Posted On:

  January 28, 2021

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• 

  Documentation – Setting up your categories for Revenue by Category If your POS isn’t syncing the category info into PeopleVine, you will need to setup new categories and assign products, in order to build your Revenue by Category report to be accurate. Start by going to Sell > Ecommerce > Revenue by Category under S&D. If you aren’t seeing any categories, then you’ll need to get some things setup.

  Posted By:

  Jordan Gilman

  Posted On:

  January 27, 2021

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