Ready for a Real Billing Platform (for those not using PeopleVine Billing)

Migrate to PeopleVine Billing for Memberships and streamline your business with the ultimate in "lock-down" abilities for non-payers. Get paid on-time and all the time with PeopleVine Billing.

When migrating your customer billing to PeopleVine from another platform, please consider the following: 

  • Some providers will allow you to transfer your client’s existing payment information to PeopleVine, if so, please have them e-mail the request to
  • When migrating your billing to PeopleVine, you may need to setup a new merchant account.  Our partner Card Connect offers some of the lowest rates for both ACH and credit card payments with the highest level of security and encryption.
  • In the event you are unable to migrate over existing payment information, we’ll work with you on a transition plan and communication to ensure that your members update their payment method in PeopleVine. 

Overall, we have seen great success with our clients moving to PeopleVine Billing.  With our automated billing reminders, custom drip campaigns and auto-lockout from all permission based experiences (events, rooms, appointments, etc.) in your member portal, you’ll find your members self-service to re-activate their account with ease.

 There are ton of benefits to using PeopleVine Billing for your membership dues and revenue: 

  • One secured platform for your members to manage their entire experience with your brand
  • The ability to assign a payment contact for subscriptions that are different than the membership
  • Billing is tied to overall platform access, so when billing fails, their membership fails and they instantly lose access to all membership protected activities.  In addition, they will be prompted to pay, each time they login to the member portal.
  • Members can modify their billing method (ACH or Credit Card) with ease via the mobile friendly member portal for true self-service.
  • You can setup a series of e-mails that remind the member to pay their dues.
  • Members can see all past billing and then save their card on file for future purchases like events, appointments, ecommerce and more.
  • You can tie billing to the real-world with our webhooks, essentially locking out their keycard when billing fails and then sending them a text message to remind them when they try to scan in for true automation and self-service.

If you’re ready to migrate to PeopleVine Billing, please contact your account representative to kick off the process.


Additional Help Tutorials

Find more ways to grow on PeopleVine.

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You can customize the list of locations where you host your events by following these steps. You can use it to provide locations that are within your space or remote locations.

Posted November 19, 2019

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Posted November 13, 2019

Understand How Subscriptions are Processed and How to Put on Hold

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Posted November 4, 2019

We Added New Newsletter Snippets and Perfected the Others

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Posted October 31, 2019

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Posted October 30, 2019

We Updated the Plot on a Map and Added New Reports to Target Groups

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Posted October 28, 2019

People Can Transfer Tickets to Other People To Build Your CRM

The goal is to build your CRM of loyal customers and the best way to do that is enabling your ticket purchasers to allow others to participate in the experience with them.

Posted October 28, 2019

Leverage Excel to Build Custom Reports and Charts that Stay Updated

Using the data export engine and the power of excel, you can build out charts, reports and dashboards leveraging live data as it's generated in PeopleVine.

Posted October 26, 2019

Introducing the Reporting Guidebook - An Outline of Available Reports

See samples of the types of reports PeopleVine can generate in order to get a snapshot of your business in real-time.

Posted October 26, 2019

Deploy Your PeopleVine App to the App Store Under Your Brand & Developer Account

Looking to add an app to your digital portfolio? This article will show you how to ensure your brand is all over it including being the publisher, your app name, icon and more. As well helps you gain access to statistics and reviews.

Posted October 24, 2019

How to Setup a Magic Link Login for Your Members who Forget Their Password

You can setup a magic link login form so it's only one-click for your members to access their account.

Posted October 23, 2019

Upcoming Birthdays, Anniversary, Member, Member Since, Applied and Applied On are Now Standard in the CRM

We started to merge our member and CRM experiences into one, as majority of your data is from members.

Posted October 23, 2019

Setup an Application to Capture Spouse/Partner Info and Link Together

Make sure you follow these steps when setting up your application and looking to include spouse or partner information in the application.

Posted October 22, 2019

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