Mid-December Platform Update

For smaller updates, we are including a brief overview of the addition to the platform.



We continue to improve upon existing features, fix glitches and straighten out paths in the platform all while adding some new things to help you get closer to your end goal.  Here are some things we recently added:

Filter Subscriptions by Multiple Statuses

You can now select multiple statuses when filtering your subscriptions allowing you to easily identify accounts to recover.


Hide Event Tickets

We've heard various reasons on why you would want to hide the tickets (print, download and share options) after someone register for an event.  In many cases we helped you accomplish this by adding some CSS and/or JS to accomodate.  Now with this new option, you can hide the tickets by chekcing a box.  If you were one of the companies that had us hide it via CSS and/or JS, and you now want control over each event, please contact us and we'll remove that code.

You'll find this under the options section when creating/editing an event.


Researvations with Sevenrooms will Now Show the Party Size

For all new reservations post the release of this article, will now store the party size and display it within your member portal.

Oh and by the way all Sevenrooms reservations will say "Reservation" instead of "Appointment" on the confirmation.


Require People to Have a Specific Credit Card to Purchase Tickets

Have a partnership with a credit card company to release tickets to people who have that card?  Then you're in luck as we support that.  Check our documentation for a full article on setting this up, but you simply setup a new rule that requires payment type, enter the number the cards should start with and then assign that rule to the ticket.

Then assign the rule to the tickets.

Filter Reservation Schedulers by Category

When viewing the calendar of upcoming bookings, you can filter the bookings by category.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Login with Azure MFA to Enable Secured Azure Active Directory Login

You can now login to Peoplevine with your Azure Active Directory account in addition to your email and password or force the user down MFA only.

Posted September 21, 2022

Approve Multiple Applications at Once or Change the Person on the Application

With our new updates to the application engine, you can now approve (or reject) multiple applicants at once along with the ability to re-assign a CRM record to an application.

Posted August 19, 2022

Connect Your Stripe Account to Peoplevine

Follow the new flow to setup your Stripe connection using our v2 rails.

Posted August 2, 2022

Setup Your Global Network to Create Seamless Reciprocity Between Clubs

Once you've been approved and added to the Global Network, you'll be able to auto-enroll your members into all clubs linked to that Global Network. If your member resigns, then their Global Network access is also revoked.

Posted July 1, 2022

Updated GoCardless Flow and Connection

Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.

Posted June 9, 2022

Click Out to Send an SMS Message with a Pre-set Body

Need someone to click a link to send an SMS with a pre-defined body? For example if someone wants to text Valet to get their car.

Posted June 9, 2022

Updated Bookings Page with Appointments, Reservations, Events and Classes on One Screen

We updated the /account/bookings page to display both upcoming appointments/reservations along with event/class registrations.

Posted May 31, 2022

Integrated to Calteq for Displaying Caller ID with Member Details

Leverage our integration with Calteq to automatically sync your membership database to Calteq, so when a member calls, you'll be able to identify them immediately and greet them accordingly.

Posted May 16, 2022

Add a Member Client Tag to Your Members in Sevenrooms

With a little setup you can map the membership sku in Peoplevine to the Client Tag in Sevenrooms.

Posted April 14, 2022

Setup Peoplevine House Accounts with Toast

You can now simplify the approach for making House Account payments in Toast.

Posted March 31, 2022

Setup Peoplevine Card on File with Toast

You can now simplify the approach for making Card on File payments directly from Toast.

Posted March 31, 2022

What do the different subscription statuses do?

See what each status means so you know how our system will process the dues.

Posted March 31, 2022

Customize the Forgot Password Email

Follow these steps to setup a custom e-mail when people click on forgot password.

Posted March 9, 2022

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