Featured Articles

• Two-Factor Authentication (2FA) - Force Your Users to Verify on Login You can enable 2FA in order to add an additional layer of security to dashboard access.

  Posted By:

  Jordan Gilman

  Posted On:

  January 20, 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:

  Jordan Gilman

  Posted On:

  January 14, 2022

  Read Article
• Peoplevine For Your Accounting Team - Learn the Tools, Predict Your Revenue and Follow Your Cash This article highlights the latest components available to your accounting team to understand how they can find transactions, research transactions, review accounts receivables and more.

  Posted By:

  Jordan Gilman

  Posted On:

  March 19, 2021

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  Managing Transactions that are Held for Review (Authorize.Net + GoCardless When leveraging our integration with Authorize.net or GoCardless, you may notice some payments were saying processed, although they may not have been. This article surfaces a new feature to display when transactions are in processor review.

  Posted By:

  Jordan Gilman

  Posted On:

  January 25, 2022

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• 

  Manage an Internal Membership Name that's Different than What Your Members See You can now add an internal membership name to keep track of different cohorts or services, while ensuring that the membership card remains consistent.

  Posted By:

  Jordan Gilman

  Posted On:

  January 20, 2022

  Read Article
• 

  Two-Factor Authentication (2FA) - Force Your Users to Verify on Login You can enable 2FA in order to add an additional layer of security to dashboard access.

  Posted By:

  Jordan Gilman

  Posted On:

  January 20, 2022

  Read Article
• 

  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:

  Jordan Gilman

  Posted On:

  January 19, 2022

  Read Article
• 

  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:

  Jordan Gilman

  Posted On:

  January 14, 2022

  Read Article
• 

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  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:

  Jordan Gilman

  Posted On:

  December 8, 2021

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