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New Feature
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 By:
Jordan Gilman
Posted On:
May 20, 2022
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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 By:
Jordan Gilman
Posted On:
May 16, 2022
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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 By:
Jordan Gilman
Posted On:
April 14, 2022
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Updates to Importing Data to Simplify Onboarding
We enabled some new features when importing data into the platform.
Posted By:
Jordan Gilman
Posted On:
April 1, 2022
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Setup Peoplevine House Accounts with Toast
You can now simplify the approach for making House Account payments in Toast.
Posted By:
Jordan Gilman
Posted On:
March 31, 2022
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Setup Peoplevine Card on File with Toast
You can now simplify the approach for making Card on File payments directly from Toast.
Posted By:
Jordan Gilman
Posted On:
March 31, 2022
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What do the different subscription statuses do?
See what each status means so you know how our system will process the dues.
Posted By:
Jordan Gilman
Posted On:
March 31, 2022
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Customize the Forgot Password Email
Follow these steps to setup a custom e-mail when people click on forgot password.
Posted By:
Jordan Gilman
Posted On:
March 9, 2022
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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 By:
Jordan Gilman
Posted On:
March 8, 2022
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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 By:
Jordan Gilman
Posted On:
February 20, 2022
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