Featured Articles

• A Guide to Operating PeopleVine I created a guidebook to help you operate the different features of PeopleVine. Check out this article to learn more.

  Posted By:

  Jordan Gilman

  Posted On:

  February 11, 2020

  Read Article
• 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

Recent Articles

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

• 

  Setup Your Billing to Start on the 1st of the Month (or Year) When Enabling Prorated Billing on the Service We know you've been able to prorate members for quite some time, but only if you manually set them up. Now members can be automatically prorated depending on when they sign up or are approved.

  Posted By:

  Jordan Gilman

  Posted On:

  September 29, 2020

  Read Article
• 

  Gain More Control Over Automating Membership Activities with New Triggers We added several new triggers enabling you to setup automated activities after certain activities happen.

  Posted By:

  Jordan Gilman

  Posted On:

  August 28, 2020

  Read Article
• 

  Sell Products that Are Visible to Member's Only You can setup a product catalog to display only to active members of specific groups.

  Posted By:

  Jordan Gilman

  Posted On:

  August 18, 2020

  Read Article
• 

  We Updated our Flow When Becoming a Member - For Maximum Conversion We updated our membership signup flow (for those allowing people to signup online) in order to ensure you can upsell add-ons along with streamline the signup process.

  Posted By:

  Jordan Gilman

  Posted On:

  July 20, 2020

  Read Article
• 

  Setup Rules to Limit Access to Members at Specific Times You can enable Valid Rules to enable specific times and blackout dates when a membership card is considered valid.

  Posted By:

  Jordan Gilman

  Posted On:

  July 10, 2020

  Read Article
• 

  Integration - Toast POS - Using PeopleVine for Membership and Loyalty with the Toast POS With our Toast integration, you can reward people points, use rewards to pay for the check and track/manage your member accounts.

  Posted By:

  Jordan Gilman

  Posted On:

  July 2, 2020

  Read Article
• 

  Allow a One-Time Transfer of the Membership Owner to Help Centralize Billing You can allow your members to enroll then transfer the membership to another person, while keeping the billing under the original account.

  Posted By:

  Jordan Gilman

  Posted On:

  May 28, 2020

  Read Article
• 

  PeopleVine POX App for Managing Your Members and Guest Check-In to Track Visits Looking for a powerful way to track your members and build member profiles along with their guests, then look into setting up the PeopleVine POX app.

  Posted By:

  Jordan Gilman

  Posted On:

  May 25, 2020

  Read Article
• 

  Enable Your Reciprocal Clubs to Allow Their Members to Become a Temporary Member of Yours You can enable your reciprocal clubs to share a digital membership card and online access for their members to access your experiences. Of course with permissions and approvals.

  Posted By:

  Jordan Gilman

  Posted On:

  May 22, 2020

  Read Article
• 

  Setup a Membership Sign up Landing Page so Members Can Select a Plan You can setup a landing page that will breakdown the various membership programs you offer by category.

  Posted By:

  Jordan Gilman

  Posted On:

  May 15, 2020

  Read Article