Understand How Subscriptions are Processed and How to Put on Hold

In this article, we'll share with you the various statuses available for subscriptions and how to leverage them to put people on hold and/or control their access.


Subscriptions are a key part to ensuring only paid members/users are accessing both your digital and physical space.  Once a subscription is setup for a membership program, the subscription engine will cotninue to charge that person on the selected recurring basis as long as they're active or pending and the next billing date is in the future.  If their billing fails, they will immediately lose access to both your phsyical and digital spaces that are connected to PeopleVine.  As well, on their next login to your portal, they will be prompted to make a payment to re-activate their subscription (while being blocked from all member only content - when tied to a membership program). 

Subscriptions can be classified under a few different statuses:

  • Active subscriptions will be charged automatically on the next billing date.  When tied to a membership program, that member will gain access to your portal.  When tied to a product, an order will automtically be plaed when the subscription is successfully processed. 

  • Completed All Payments means they have fulfilled their obligation in making all payments and their billing is complete.  This will get flagged automatically when setting up a service where the Payment Tracker is enabled on the service.  There is no further charges on this subscription.
  • Pending Payment is best utilized to keep the person inactive until the next billing date.  On the next billing date, their payment will be charged and their subscription activated (upon successful payment).  When associated with a membership, their access will be blocked until their payment is processed. 
  • Failed Payment is set automatically by the platform when their recurring billing fails.  This will deactivate their membership and stop future processing on the subscription until a manual payment is processed (either by the customer/member or your staff).

  • Suspended is set manually to stop all future payments on this subscription.
  • Expired is set manually to stop all future payments on this subscription.
  • Cancelled is set manually to signify that someone cancelled their subscription.  No furtther payments will be made.
  • Archived is used to hide the subscription from the customer and from backend reporting, unless you specifically fitler by archived or export all data.

*Please note that ONLY active and pending subscriptoins with a next billing date in the future, will be processed through recurring billing.

Subscriptions will automatically re-activate when a person pays with either credit card, ACH or invoice.  If invoiced, the system will keep them active and send an invoice to them for payment.  Please note that invoiced subscriptions will not auto cancel if a payment is never made.  To simplify billing, we recommend setting to auto-payments like credit cards and ACH.

When cancelling a subscription, you will be prompted to add a Requested Cancellation Date.  If left blank, they will immediately be cancelled.  If you enter a future date, their subscription willl automatically cancel on that date.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Add a Pick-Up Location to Your eCommerce

See how to add a new location to allow people to pickup their purchase from one of your locations.

Posted February 21, 2020

Sync Every Transaction with QuickBooks Online

Leverage our integration with Quickbooks for real-time accounting for every transaction that flows through PeopleVine.

Posted February 21, 2020

Setup NCR Silver Pro with PeopleVine Loyalty

Follow these steps to configure your NCR Silver Pro to work with PeopleVine loyalty in real-time.

Posted February 20, 2020

Gain Better Control Over Your Maximum Capacity by Linking Ticket Inventory

You can link the inventory of multiple tickets in order to keep everything in sync as tickets are sold.

Posted February 20, 2020

Jump to the Next Event with /next after the URL

You can make it easy for people to browse your events (in larger view) by offering a Next Event link to your layout (or leverage it in our out of the box version).

Posted February 19, 2020

A Guide to Operating PeopleVine

I created a guidebook to help you operate the different features of PeopleVine. Check out this article to learn more.

Posted February 11, 2020

User Stories and Flows for Your POS Integration

Read more about integrating your POS with PeopleVine and the user flows we recommend.

Posted February 9, 2020

How to Integrate Your POS to PeopleVine

We have built some standard methods that have helped our other POS integrations succeed. Please check out this article to get started.

Posted February 7, 2020

Customize the /events page with HAPI and this Template

We've setup a template to display/hide events based on filters. Here's our template.

Posted February 4, 2020

Customize the Page Where Your Members Download their Membership Card

Leverage this template to customize your /account/membership/# page with a custom template.

Posted February 3, 2020

End of January Updates - we're done with the 1st month of 2020

Did you know that last year we did over 2,200 updates to the platform! Thanks for the feedback!. Here are some things we just released towards the end of January.

Posted January 27, 2020

Mid January Updates - Media Gets an Update

See what was added in mid January to help you do more with PeopleVine

Posted January 10, 2020

Early January Updates

We continue to roll out fixes and features to expand your use of PeopleVine, see what's happened in early January.

Posted January 7, 2020

See What was Added the Last Few Weeks of 2019

We added over 2,500 new features, fixes and improvements in 2019, can't wait to see what we do in 2020. Here are some of the things we added in the last few weeks of the year.

Posted December 31, 2019

How Does PeopleVine Integrate with and Leverage Social Networks

We currently integrate with Facebook, Twitter, Instagram and LinkedIn for specific functionality. Read the article to learn more on how you can leverage these capabilities.

Posted December 29, 2019

© PeopleVine 2020. Powered by PeopleVine. Terms of use | Privacy & cookies