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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:

  Peoplevine Integration *

  Posted On:

  February 15, 2022

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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:

  Peoplevine Integration *

  Posted On:

  November 24, 2021

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  Adding a Card on File with Square for Dining If you're using Square, we've updated our flow/experience for registering a card with Square for a card on file experience when dining.

  Posted By:

  Peoplevine Integration *

  Posted On:

  April 23, 2021

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• 

  Documentation – Setting up your categories for Revenue by Category If your POS isn’t syncing the category info into PeopleVine, you will need to setup new categories and assign products, in order to build your Revenue by Category report to be accurate. Start by going to Sell > Ecommerce > Revenue by Category under S&D. If you aren’t seeing any categories, then you’ll need to get some things setup.

  Posted By:

  Peoplevine Integration *

  Posted On:

  January 27, 2021

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  Process Payments in PeopleVine Using their Square Card on File When you connect to your Square POS, you enable the ability to process payments to a member's card on file at the POS. This tutorial will show you how they can register it and how it works in PeopleVine.

  Posted By:

  Peoplevine Integration *

  Posted On:

  November 10, 2020

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• 

  Adding a Card on File at the POS for Square We recommend you having your members register their card on file at your POS for the most secure and cost-effective way for charging for orders and other items in PeopleVine.

  Posted By:

  Peoplevine Integration *

  Posted On:

  November 10, 2020

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• 

  Your Members Can Register their Card on File with Square from the Member Portal Your members are able to add a payment on file to be leveraged at the Square POS.

  Posted By:

  Peoplevine Integration *

  Posted On:

  November 10, 2020

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  Connect Your Square POS for Order History, Loyalty, Card on File and More With our integration to Square you can track member spend to their CRM profile in PeopleVine while enabling a secured way for registering your card on file at the POS.

  Posted By:

  Peoplevine Integration *

  Posted On:

  November 9, 2020

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• 

  Syncing Your Customers, Members and Orders with Square With our Square integration, you can ensure that your CRM in PeopleVine has the latest data on your customer's behaviors, while ensuring your members are ready in the Square POS.

  Posted By:

  Peoplevine Integration *

  Posted On:

  November 9, 2020

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