Early January Updates

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


Easily Edit Payment Method on File

When taking a payment in the control panel, you can easily upate billing info or payment info (e.g. expiration dates) by clicking on the Edit Payment Method link under the payment dropdown.

Filter Tranasctions by Card Used

You can filter out transactions by the last 4 digits used or the specific card (in most cases).  But if you know the last four, don't add anything else, no need to.


Check Out the New Stats in Memberships

When viewing all your memberships, you get a quick glance of how it performed this month vs. last month and year over year.


You Will Start to See Why People Are Associated

For example if they're a guest of a member or connected through other experiences, you'll start to see the type of association.

We Added Filters to the Calendar View

As well as leveraging the new multiple category select when filtering in events.


NERD ALERT - Ability to Notify Guest is Here via API

Members are notified that their guest is here when you submit an Survey.asm/answerSurvey API call and pass in the referenceTypes including reference_type=memberguest and reference_no=membership_card_no of the member they are seeing.  The survey you are answering should include info like first name and email so you can build your CRM and provide detailed linkage in the backend.


See Taxes Paid Broken Down by Category and Item

When generating a Transaction Pivot Report, you can see the taxes paid by category and function.


Some Other Updates

We added a few more things that weren't worthy of a screenshot:

  • when copying a newsletter, it will also copy the recipients when saving

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Setup Rules to Limit Access to Members at Specific Times

You can enable Valid Rules to enable specific times and blackout dates when a membership card is considered valid.

Posted July 10, 2020

Contactless Dining Experience - Let customers order from their phones for table side service.

With our new Shop F&B capability, you can allow people to order from their phone while dining at your restaurant for a true contactless experience.

Posted July 10, 2020

Add Notes to Your Packing Slips

Need to inform your team on how to handle a specific item? Use our packing slip notes that get added to the order packing slip for your team.

Posted July 7, 2020

Integration - Toast POS - Using PeopleVine for Membership and Loyalty with the Toast POS

With our Toast integration, you can reward people points, use rewards to pay for the check and track/manage your member accounts.

Posted July 2, 2020

API Sample - Book a Reservation

A quick few steps to getting availability and booking a reservation.

Posted June 30, 2020

Send Your Message with Importance - Ensure People Who Opted Out get Important Emails

We know there are messages that are important to communicate with your members, so we've enabled the ability to send directly to specific groups with high importance, even if they opted out.

Posted June 25, 2020

Add Additional Security Measures to Ensure People Don't Change their Name

Finding that people are cheating the system by changing their name on their membership profile? Add this code to prevent them from editing it.

Posted June 19, 2020

Make a Field Required When Signing up as a Member

Make the fields we don't require as required by adding these lines of code to your layout.

Posted June 19, 2020

Setup a Warehouse to get Notified when an Order is Placed

Looking to notify a different warehouse or split orders between your bar and kitchen? Leverage these steps to configure a packing slip and quick links to validate orders.

Posted June 15, 2020

Connect Your Square POS for Order History, Loyalty, Card on File and More

With our integration to Square you can track member spend to their CRM profile in PeopleVine while enabling a secured way for registering your card on file at the POS.

Posted June 12, 2020

Capture Additional Reservation Data when Integrating with Sevenrooms

Capture additional preferences and/or information on a dining reservation by adding a form to the scheduler.

Posted June 8, 2020

Enable Your Font Files to Work on Your Member Portal

Are your fonts not showing up in the member portal and/or you're seeing an error message in the console? Follow this tutorial to enable your font files to be accessible via your member portal.

Posted June 8, 2020

Sync Orders from Clover to PeopleVine for Tracking/Rewarding for Spend

You can track how much people are spending via your Clover POS and can use the data for rewards.

Posted June 4, 2020

Configure Aloha for Tracking Member Spend and Card on File Payments

This guide will show you how to configure your Aloha system to track member spend and allow members to use their card on file.

Posted June 3, 2020

PHP Methods for Connecting to the PeopleVine API

Leverage these methods to connect to the PeopleVine API via PHP.

Posted June 2, 2020

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