Featured Articles

• 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:

  Jordan Gilman

  Posted On:

  January 20, 2022

  Read Article
• 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:

  Jordan Gilman

  Posted On:

  January 14, 2022

  Read Article
• Peoplevine For Your Accounting Team - Learn the Tools, Predict Your Revenue and Follow Your Cash This article highlights the latest components available to your accounting team to understand how they can find transactions, research transactions, review accounts receivables and more.

  Posted By:

  Jordan Gilman

  Posted On:

  March 19, 2021

  Read Article

Recent Articles

• Enter a keyword to find relevant articles.
• Search
• • General FAQs
  • CMS
  • Commerce
  • CRM
  • Developer
  • Directory & Partner Tools
  • Events
  • Forms
  • Integrations
  • Loyalty
  • Membership
  • Micros Simphony
  • Newsletters
  • Schedulers
  • Subscriptions
  • Toast
  • Transactions
  • New Feature
  • Help Tutorial

• 

  Login with Azure MFA to Enable Secured Azure Active Directory Login You can now login to Peoplevine with your Azure Active Directory account in addition to your email and password or force the user down MFA only.

  Posted By:

  Jordan Gilman

  Posted On:

  September 21, 2022

  Read Article
• 

  Approve Multiple Applications at Once or Change the Person on the Application With our new updates to the application engine, you can now approve (or reject) multiple applicants at once along with the ability to re-assign a CRM record to an application.

  Posted By:

  Jordan Gilman

  Posted On:

  August 19, 2022

  Read Article
• 

  Connect Your Stripe Account to Peoplevine Follow the new flow to setup your Stripe connection using our v2 rails.

  Posted By:

  Jordan Gilman

  Posted On:

  August 2, 2022

  Read Article
• 

  Setup Your Global Network to Create Seamless Reciprocity Between Clubs Once you've been approved and added to the Global Network, you'll be able to auto-enroll your members into all clubs linked to that Global Network. If your member resigns, then their Global Network access is also revoked.

  Posted By:

  Jordan Gilman

  Posted On:

  July 1, 2022

  Read Article
• 

  Updated GoCardless Flow and Connection Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.

  Posted By:

  Jordan Gilman

  Posted On:

  June 9, 2022

  Read Article
• 

  Click Out to Send an SMS Message with a Pre-set Body Need someone to click a link to send an SMS with a pre-defined body? For example if someone wants to text Valet to get their car.

  Posted By:

  Jordan Gilman

  Posted On:

  June 9, 2022

  Read Article
• 

  Updated Bookings Page with Appointments, Reservations, Events and Classes on One Screen We updated the /account/bookings page to display both upcoming appointments/reservations along with event/class registrations.

  Posted By:

  Jordan Gilman

  Posted On:

  May 31, 2022

  Read Article
• 

  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

  Read Article
• 

  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

  Read Article
• 

  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

  Read Article