●
●
●
●
●
●
Request a demo - test
Log in
Recent Articles
Select a category
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
Search
Customize the Forgot Password Email
Follow these steps to setup a custom e-mail when people click on forgot password.
Posted By:
Integration *
Posted On:
March 9, 2022
Read Article
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:
Integration *
Posted On:
March 8, 2022
Read Article
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:
Integration *
Posted On:
February 20, 2022
Read Article
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
Read Article
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
Read Article
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
Read Article
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
Read Article
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
Read Article
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
Read Article
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
Read Article
Show More
Check Out More Articles
You're in a specific category at the moment, when you're done, there are more articles to view.
Browse Articles