Sync People and Tags with Sevenrooms

We setup some standard tags to ensure your member data can sync properly into Sevenrooms.

When setting up tags within Sevenrooms, please add the following tag:

  • Member Discount along with the values ##% Off (e.g. 15% Off) to ensure our system can match to their profile (if you've setup a member disocunt under the membership programs' perks).

We also support these out of the box tags with Sevenrooms, if you have them enabled:

  • Dietary Restrictions
  • VIP client type
  • Seating Preference
  • Profession
  • Special Attention

Under the VIP Client Type tag in Sevenrooms, add a new one called Member and we will automatically tag them with this.

You will also need to setup complimentary attributes in PeopleVine in order to ensure these values transfer to Sevenrooms.  If the "group:value" is not in Sevenrooms, then it will not sync.

Once these are setup, you will notice that new members will have these tags automatically added to their account.

If you need to sync your members, you can do so by:

  1. Going to their CRM profile and clicking on the Sync link next to the Sevenrooms attribute

  2. Going to the integrated platforms under the company settings, click on Sevenrooms and then scroll to the option Sync Members

We recommend you setting up a form for Account Preferences and CRM Profile that includes these tags.  Make sure the Group label matches the label above in order for it to sync properly to Sevenrooms.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Adding Support for Property Management Software Integrations

We are integrating with leading PMS in order to bring the best of PeopleVine to Hotels and larger properties with room rentals.

Posted January 26, 2021

Setup a Custom Page for When People Are Booking a Dining Reservation

When setting up a dining reservation experience, you can now customize the page where people land when booking through the out of the box screens.

Posted January 15, 2021

Hide Your Default Account Nav

We added a default account navigation that expands as people engage more, but we also give you the option to remove it to place your own.

Posted January 12, 2021

Integrate your VizPin Gate Entry with Your Member Database

If you have a VizPin Access Control System in place (or looking to), our integration streamlines the setup process for new and existing members.

Posted December 31, 2020

Posting Messages on and Engaging through Facebook

With our latest update to the Facebook and social integrations, we provide you with more control over posting and knowing what's next.

Posted December 24, 2020

Sync People and Tags with Sevenrooms

We setup some standard tags to ensure your member data can sync properly into Sevenrooms.

Posted December 22, 2020

You can Sync Your Online F&B Orders Direct to Your POS

Enable your members to purchase food and beverage from their phone where orders sync directly with your POS.

Posted December 11, 2020

We don't recommend it, but if you wanted to disable subscription emails, it's now a thing.

We have enabled the ability to not just replace our standard subscription emails, but easily enough disable all future ones.

Posted December 10, 2020

Setup a Staging Environment to Build and Test without Impacting Your Members

You can setup a "staging" environment that allows you to move data between two accounts and avoid impacting your member base.

Posted December 4, 2020

Improvements to Refunding Event Tickets

We made some improvements to refunding event tickets to streamline the process.

Posted November 25, 2020

Know How we Charge Service Fees and Taxes on Subscriptions

We wanted to share with you how we charge taxes and service fees on subscriptions, membership initiation fees and more.

Posted November 19, 2020

Updated PDF Receipt, Better Subscription Billing Reporting and More

We made some updates to our transaction and subscription engine we thought we should share.

Posted November 19, 2020

Process Payments in PeopleVine Using their Square Card on File

When you connect to your Square POS, you enable the ability to process payments to a member's card on file at the POS. This tutorial will show you how they can register it and how it works in PeopleVine.

Posted November 10, 2020

Adding a Card on File at the POS for Square

We recommend you having your members register their card on file at your POS for the most secure and cost-effective way for charging for orders and other items in PeopleVine.

Posted November 10, 2020

Your Members Can Register their Card on File with Square from the Member Portal

Your members are able to add a payment on file to be leveraged at the Square POS.

Posted November 10, 2020

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