Featured Articles

• Contactless Dining Experience - Let customers order from their phones for table side service. With our new Shop F&B capability, you can allow people to order from their phone while dining at your restaurant for a true contactless experience.

  Posted By:

  Jordan Gilman

  Posted On:

  July 10, 2020

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• Enable House Account for Your Members to Charge to their House Account On their CRM profile, you can enable the ability to checkout online by charging it to their house account.

  Posted By:

  Jordan Gilman

  Posted On:

  May 28, 2020

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• Offer Online Food Orders, Limited Availability Meals and Curbside Pickup with PeopleVine You have all the tools in front of you to provide a quick and efficient way to take orders, limit availability and offer curbside pickup.

  Posted By:

  Jordan Gilman

  Posted On:

  March 21, 2020

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  Setup a Staging Environment to Build and Test without Impacting Your Members You can setup a "staging" environment that allows you to move data between two accounts and avoid impacting your member base.

  Posted By:

  Jordan Gilman

  Posted On:

  December 4, 2020

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• 

  Improvements to Refunding Event Tickets We made some improvements to refunding event tickets to streamline the process.

  Posted By:

  Jordan Gilman

  Posted On:

  November 25, 2020

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• 

  Know How we Charge Service Fees and Taxes on Subscriptions We wanted to share with you how we charge taxes and service fees on subscriptions, membership initiation fees and more.

  Posted By:

  Jordan Gilman

  Posted On:

  November 19, 2020

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• 

  Updated PDF Receipt, Better Subscription Billing Reporting and More We made some updates to our transaction and subscription engine we thought we should share.

  Posted By:

  Jordan Gilman

  Posted On:

  November 19, 2020

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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:

  Jordan Gilman

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  Posted On:

  November 9, 2020

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• 

  Enable a Webhook to Automatically Tag a Person with an Attribute You can trigger a webhook to automatically attach an attribute to the person's profile.

  Posted By:

  Jordan Gilman

  Posted On:

  November 4, 2020

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