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.

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

Check out What Changed Towards End of December

We made some updates just before the new year, see what we changed.

Posted December 26, 2019

Mid-December Platform Update

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

Posted December 19, 2019

Leverage an Existing Newsletter to Create a Reusable Snippet to Use in Future E-mails

You can take an existing newsletter, copy and paste the source and use this to create a new t

Posted December 18, 2019

Recent Updates to the Platform

See some of the recent updates made to the platform.

Posted December 13, 2019

See Your Account Receivables and Auto Charge Monthly

Don't let your invoices go unpaid. Follow this article to see how you can monitor your Account Receivables and ensure you're paid every month.

Posted December 3, 2019

Looking to Hide Items on PDF Receipts and Online Reciepts

Learn how to hide certain products from showing up in the customer's view.

Posted December 2, 2019

Using the House Account Payment Option at the POS

See how to use the House Account payment option in your POS that is connected to PeopleVine.

Posted November 25, 2019

Add Venue Locations to Your Event Setup

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

Need to Resend an E-mail/Newsletter to Someone Individually? And even include cc.

You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.

Posted November 15, 2019

How to Setup a Portal to Allow Your Partners/Operators to Redeem Gift Cards

See how to setup a portal designed for your partners to redeem rewards/gift cards.

Posted November 14, 2019

Integrating and Configuring your Aireus POS with PeopleVine

This step-by-step guide will show you how to utilize the Aireus POS integration with PeopleVine and configure the initial pieces.

Posted November 13, 2019

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