Featured Articles

• The Ultimate Guide to Importing Data into PeopleVine You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine. Check out this guide for some samples and the overall data model.

  Posted By:

  Jordan Gilman

  Posted On:

  September 6, 2019

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• 

  Upcoming Birthdays, Anniversary, Member, Member Since, Applied and Applied On are Now Standard in the CRM We started to merge our member and CRM experiences into one, as majority of your data is from members.

  Posted By:

  Jordan Gilman

  Posted On:

  October 23, 2019

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• 

  Setup an Application to Capture Spouse/Partner Info and Link Together Make sure you follow these steps when setting up your application and looking to include spouse or partner information in the application.

  Posted By:

  Jordan Gilman

  Posted On:

  October 22, 2019

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• 

  The Ultimate Guide to Importing Data into PeopleVine You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine. Check out this guide for some samples and the overall data model.

  Posted By:

  Jordan Gilman

  Posted On:

  September 6, 2019

  Read Article
• 

  Prompt Questions When Checking Someone In At Your Space Now when your members are checked in using the Control Panel, /Checkin or when scanning their QR code you can prompt a form to capture information on their visit.

  Posted By:

  Jordan Gilman

  Posted On:

  August 10, 2019

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• 

  Ready for a Real Billing Platform (for those not using PeopleVine Billing) Migrate to PeopleVine Billing for Memberships and streamline your business with the ultimate in "lock-down" abilities for non-payers. Get paid on-time and all the time with PeopleVine Billing.

  Posted By:

  Jordan Gilman

  Posted On:

  August 9, 2019

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• 

  PeopleVine + SevenRooms = Hospitality Perfected We are proud to introduce our latest update to the platform that includes a tighter integration with SevenRooms to create the ultimate hospitality experience.

  Posted By:

  Jordan Gilman

  Posted On:

  August 9, 2019

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• 

  Leverage "Get Items" to Automatically Issue Perks to Members + Re-Issue Perks You can leverage the "get items" feature in order to issue perks to your members after signing up and renewing annually.

  Posted By:

  Jordan Gilman

  Posted On:

  July 29, 2019

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• 

  Get Notified When a Member Checks In You can subscribe to text message alerts when a specific member or members from a specific membership program arrive at your space.

  Posted By:

  Jordan Gilman

  Posted On:

  July 9, 2019

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• 

  Void and Reverse a Transaction that was Held for Review but Declined Did your payment processor hold a transaction for review that failed? Follow these steps to reverse the actions.

  Posted By:

  Jordan Gilman

  Posted On:

  June 3, 2019

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• 

  POS Integration - Aloha Overview for Member Experience (Card on File, House Credits, Loyalty and more) Check out this article for an overview (and links to other articles) on how to use your Aloha and PeopleVine integration.

  Posted By:

  Jordan Gilman

  Posted On:

  May 29, 2019

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