Of course you can monitor your A/R on a daily basis, but that's tedious and sometimes disappointing. With our latest alert, you can get notified when someone pays an invoice.
When looking at your open invoices.
You can click on the Alert When Invoice Paid button to subscribe to a notification as soon as an invoice is paid.
You can choose to send to a coworker or just click Create Tracker to assign to yourself.
Find more ways to grow on PeopleVine.
Follow the new flow to setup your Stripe connection using our v2 rails.
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.
Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.
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.
We updated the /account/bookings page to display both upcoming appointments/reservations along with event/class registrations.
We updated the application approval flow to give you more control over charging your new members.
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.
With a little setup you can map the membership sku in Peoplevine to the Client Tag in Sevenrooms.
We enabled some new features when importing data into the platform.
You can now simplify the approach for making House Account payments in Toast.
You can now simplify the approach for making Card on File payments directly from Toast.
See what each status means so you know how our system will process the dues.
Follow these steps to setup a custom e-mail when people click on forgot password.
Our initial release of our integration with TripleSeat is now available to sync members, events and spend to their CRM profile in Peoplevine.
This posts provides a brief walkthrough and sample on how to make a section show or hide based on a field on a form. Don't forget, make sure the fields are NOT required, otherwise they won't be able to proceed (unless you write some more code).