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How to setup a connection with Square POS
Follow these steps to connect your Peoplevine account to your Square POS for data capture, payment on file and processing dues and more to your Square merchant account.
Posted By:
Integration *
Posted On:
February 15, 2022
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Group Your People into Sub-Groups Based on Their Status with Your Club
We will automatically set whether a CRM record is a Contact, Prospect, Applicant, Guest or a Member as the data changes in Peoplevine, along with giving you the ability to override as needed.
Posted By:
Integration *
Posted On:
February 9, 2022
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Automatically Send a Meeting Invite with Data via a Webhook (e.g. Send Event to Calendar)
Leveraging the webhook engine, you can automatically send an event to a calendar by using a webhook e-mail.
Posted By:
Integration *
Posted On:
February 1, 2022
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Configure Opera Cloud with Peoplevine Using OHIP
Take the steps to connect your Opera PMS to Peoplevine to sync member reservations and member data, preferences and more between Opera and Peoplevine.
Posted By:
Integration *
Posted On:
January 25, 2022
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Managing Transactions that are Held for Review (Authorize.Net + GoCardless
When leveraging our integration with Authorize.net or GoCardless, you may notice some payments were saying processed, although they may not have been. This article surfaces a new feature to display when transactions are in processor review.
Posted By:
Integration *
Posted On:
January 25, 2022
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Manage an Internal Membership Name that's Different than What Your Members See
You can now add an internal membership name to keep track of different cohorts or services, while ensuring that the membership card remains consistent.
Posted By:
Integration *
Posted On:
January 20, 2022
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Two-Factor Authentication (2FA) - Force Your Users to Verify on Login
You can enable 2FA in order to add an additional layer of security to dashboard access.
Posted By:
Integration *
Posted On:
January 20, 2022
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Store Files in our Secure Media that are Only Accessible by Staff
You can set a file to be visible to both members as well as staff. With the latest settings, you can set a file to be visible only by staff at certain levels.
Posted By:
Integration *
Posted On:
January 19, 2022
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Upgrade Your Simphony POS Connection to the Latest Version
Download the latest version of our Peoplevine Connect for Micros Simphony. We fixed a bunch of new flows (refunds, transfers, split payments, etc.) along with a new view for looking up members and profiles for best in class hospitality.
Posted By:
Integration *
Posted On:
January 14, 2022
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Setup Split Payments with Authorize.net
We enabled the ability to split payments with Authorize.net whereas part of the transaction can go through the main processor and the rest through a secondary processor.
Posted By:
Integration *
Posted On:
December 16, 2021
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