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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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