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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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When Your Event Sells Out, Add Members to a Waitlist
We setup a quick and easy solution to capture people who are interested in a sold-out event by adding themselves to a waitlist form.
Posted By:
Integration *
Posted On:
December 10, 2021
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Automatically Create a Note Based on Live Data via Webhook
Leveraging the webhook engine, you can automatically tag notes to a CRM profile with this article.
Posted By:
Integration *
Posted On:
December 9, 2021
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Adjust the Subscription Rate for Future Billing in a Few Clicks
Last year we built a (pandemic) feature to make it easy for you to adjust the next billing date for your members, as many of you comped them a few months. This year, we're helping you recoup and grow by enabling you to change the next billing rate.
Posted By:
Integration *
Posted On:
December 9, 2021
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Add your Registration Number and VAT number to Invoices and Receipts
We upgraded our order receipt and transaction receipt PDFs to include an additional line that can be used for VAT purposes. We also replaced Tax with VAT for companies using GBP as the currency code.
Posted By:
Integration *
Posted On:
December 8, 2021
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Enable a Queueing System for Popular Events
With our latest queueing engine for tickets, you can sell hot and limited quantity tickets with the assurance that you won't oversell.
Posted By:
Integration *
Posted On:
December 1, 2021
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Add Your Members to Groups in Square
We can map your members into groups in Square by following these steps.
Posted By:
Integration *
Posted On:
November 24, 2021
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Test Your Integration with our Salesforce Sandbox Connection
Are you looking to validate the data flow and integration between Peoplevine and Salesforce? You can connect to our stage environment in order to test your integration.
Posted By:
Integration *
Posted On:
November 23, 2021
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