Mid January Updates - Media Gets an Update

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


Media Has Permissions

You can now control access to files based on membership level and/or pre-registered.  This can be set on files as you upload them to the media directory (single or multiple) and when you edit single files.  Media uploaded throughout the platform can be updated by viewing the file under the media library.


we also keep track of each time a media file is opened.


Introducing Mobile Push Newsletters Sent Direct to Devices

We are bulding out our Mobile Push Notifications to be sent as both newsletters, instant notification (after touchpoint) or sent individually.  Check out the updates to the navigation.

You'll notice that we combined Outbound Marketing aka Newsletters together.  So you can send email, sms and now mobile push.  Then all individual messaging (which most of you don't use) was shifted all under the 2nd column.  Maybe I'll retire those tools one day, I think i just put them there as fillers.

You can configure this by going to the Platform Settings and adding your mobile app push ID, you can get it from the project team that helped you with the app.

Scheduler Owners Get Hold Calendar Invites 

If you assign a business owner to a scheduler,  they will receive a calendar invite asking them to hold the spot.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Platform Updates 1st Half September 2020

We thought we'd share some of our notes on what was released so far in September.

Posted September 12, 2020

You Can Set What Gift Certificates are Valid For

When issuing a gift certificate to a person, you have the ability to select what the gift card is valid for. This allows you to issue a gift certificate to utilize for a series of events or a specific appointment type. When purchasing something else, this gift certificate will not be available for use.

Posted September 12, 2020

Answer a Survey/Form From Your External Website via our API

By leveraging our API, you can customize the front-end of your experience and capture data on your external website.

Posted September 10, 2020

Setup a Certificate of Completion, Diploma or Other Important Documents for Your Members After Achieving a Goal

With our image generator + text you have the ability to overlay messages over your existing graphics.

Posted September 9, 2020

Set the Time Tickets Go On Sale and Off Sale, Not Just the Date

You now have the ability to set the time that tickets should go on sale and off sale.

Posted September 4, 2020

Setup an Event and Enable an External Party to Manage the Event

You can enable your partners access to event details without giving them access to the whole platform.

Posted September 4, 2020

Use SAML based SSO Login for Your Website or App

You can leverage our /login/sso to get started with signing into your member portal with one-click SSO.

Posted September 1, 2020

Gain More Control Over Automating Membership Activities with New Triggers

We added several new triggers enabling you to setup automated activities after certain activities happen.

Posted August 28, 2020

As We Close Out Month 8 of 2020 - Here Are Some Noticeable Updates

We added a few updates the last week of August, here are a few to highlight.

Posted August 28, 2020

Members Can See Open Orders to Pay and Close

Members can now see open orders in their order history to make it a two-click pay and close the check experience.

Posted August 28, 2020

Create Multiple Unique Branded Experiences with One CRM/Backend

You can setup content pages to only display on certain domain names when overriding our out of the box pages.

Posted August 27, 2020

Aloha - See How You Can Split Checks to Allow Multiple Member Payments

Check out this video to see how you can split a check and/or setup separate checks to allow multiple members to pay to their house account using Aloha.

Posted August 26, 2020

Setup a Delivery Window to Hand Delivery Orders to your People

You can setup a custom delivery scheduler where you can control the available slots and staff handling the deliveries.

Posted August 18, 2020

Sell Products that Are Visible to Member's Only

You can setup a product catalog to display only to active members of specific groups.

Posted August 18, 2020

Setup Your eCommerce Product Catalog from a Spreadsheet

Are you ready to launch e-commerce to allow your members to purchase your food, beverages or merch? Check out this tutorial to get started with a simple excel spreadsheet.

Posted August 14, 2020

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