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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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• 

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  Posted On:

  February 1, 2022

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