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Developer Portal Articles

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

Instead of taking the time to copy and paste the HTML, enter a title and take a screenshot, you can now drag and drop folders full of HTML snippets and we'll set them up, categorize them and add a screenshot of the rendered snippet.

Posted June 22, 2019

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Release Notes Articles

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Releases Articles

Check out these blog articles for a list of features included in each build/release. 

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Website Q22018 Articles

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New Feature Articles

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

Instead of taking the time to copy and paste the HTML, enter a title and take a screenshot, you can now drag and drop folders full of HTML snippets and we'll set them up, categorize them and add a screenshot of the rendered snippet.

Posted June 22, 2019
Improved Transaction Email with Option to Download as PDF

Improved Transaction Email with Option to Download as PDF

We have made it easier to send someone a transaction receipt by including an out-of-the-box template and a new option to download as a PDF.

Posted June 18, 2019
Sell Memberships with Credits that are Used When Booking an Appointment

Sell Memberships with Credits that are Used When Booking an Appointment

You can setup a membership program that allows a member up to x amount of appointments per month. If they exceed that amount, we'll re-bill them for another month of x amount of appointments that lasts a full billing cycle.

Posted June 17, 2019
When Sending Email Newsletters You Can Include a Message Preview

When Sending Email Newsletters You Can Include a Message Preview

Grab people’s attention by adding a text preview for your email newsletter.

Posted June 11, 2019
Reporting Dashboard - Quick Access to Top Used Reporting Tools

Reporting Dashboard - Quick Access to Top Used Reporting Tools

See a centralized view of all reports available across the various components in PeopleVine.

Posted June 10, 2019
Customer Demographics Dashboard - See Age and Gender Stats for Your People + Members

Customer Demographics Dashboard - See Age and Gender Stats for Your People + Members

Get a breakdown of the gender and age group your people and members fall into.

Posted June 10, 2019
Event Registrations, Schedule Bookings and Accepting Offers Are Now 1-Click

Event Registrations, Schedule Bookings and Accepting Offers Are Now 1-Click

When someone clicks on the call to action when booking a room, appointment, registering for an event or accepting an offer, the item will immediately be added to the user's account if they are logged in.

Posted June 6, 2019
HAPI Forms - Now You're In Control

HAPI Forms - Now You're In Control

With HAPI Forms you can completely customize and simplify the experience of creating and updating items in PeopleVine.

Posted May 23, 2019

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News Articles

Tax Support in Quickbooks Now Available

Tax Support in Quickbooks Now Available

We now offer integrated tax support into Quickbooks for both US and International customers.

Posted May 22, 2019
Video Tutorial - Campaigns - Setup an Attribute Tagged Campaign

Video Tutorial - Campaigns - Setup an Attribute Tagged Campaign

See how to setup a form that can trigger an automatic email by using an attribute tagged campaign.

Posted May 21, 2019
Introducing PeopleVine Payments, Lowest Rates Available for Online and At Your Venue

Introducing PeopleVine Payments, Lowest Rates Available for Online and At Your Venue

We are excited to be launching PeopleVine Payments, our latest offering to help you save while using PeopleVine. Our partners are providing rates starting at 2.75% plus $0.25 per transactions. That's a savings of .15% and $0.05 for each transaction over other payment providers.

Posted May 13, 2019

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Help Tutorial Articles

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

Instead of taking the time to copy and paste the HTML, enter a title and take a screenshot, you can now drag and drop folders full of HTML snippets and we'll set them up, categorize them and add a screenshot of the rendered snippet.

Posted June 22, 2019
Improved Transaction Email with Option to Download as PDF

Improved Transaction Email with Option to Download as PDF

We have made it easier to send someone a transaction receipt by including an out-of-the-box template and a new option to download as a PDF.

Posted June 18, 2019
Make Your Order Receipts Member Friendly

Make Your Order Receipts Member Friendly

You now have better control over the items that show up on an order receipt in your member portal.

Posted June 18, 2019
Sell Memberships with Credits that are Used When Booking an Appointment

Sell Memberships with Credits that are Used When Booking an Appointment

You can setup a membership program that allows a member up to x amount of appointments per month. If they exceed that amount, we'll re-bill them for another month of x amount of appointments that lasts a full billing cycle.

Posted June 17, 2019
Use the PeopleVine Point of eXperience (POX) App to Check In Your Members

Use the PeopleVine Point of eXperience (POX) App to Check In Your Members

The PeopleVine POX app provides you with a front of the house tool to streamline the member check-in process.

Posted June 11, 2019
When Sending Email Newsletters You Can Include a Message Preview

When Sending Email Newsletters You Can Include a Message Preview

Grab people’s attention by adding a text preview for your email newsletter.

Posted June 11, 2019
Event Registrations, Schedule Bookings and Accepting Offers Are Now 1-Click

Event Registrations, Schedule Bookings and Accepting Offers Are Now 1-Click

When someone clicks on the call to action when booking a room, appointment, registering for an event or accepting an offer, the item will immediately be added to the user's account if they are logged in.

Posted June 6, 2019
Configuring Your Payment Processor's Thresholds

Configuring Your Payment Processor's Thresholds

Your credit card processor may have additional controls to manage fraud. Follow these steps to ensure billing transactions aren't blocked.

Posted June 3, 2019
Void and Reverse a Transaction that was Held for Review but Declined

Void and Reverse a Transaction that was Held for Review but Declined

Did your payment processor hold a transaction for review that failed? Follow these steps to reverse the actions.

Posted June 3, 2019
POS Integration - Aloha Overview for Member Experience (Card on File, House Credits, Loyalty and more)

POS Integration - Aloha Overview for Member Experience (Card on File, House Credits, Loyalty and more)

Check out this article for an overview (and links to other articles) on how to use your Aloha and PeopleVine integration.

Posted May 29, 2019
See When Your Members/Subscribers Update their Payment on File

See When Your Members/Subscribers Update their Payment on File

In an effort to help ensure you're subscriptions/memberships are being paid for, you can sort and see data related to their payment on file.

Posted May 28, 2019
How to set up a drop ship notification

How to set up a drop ship notification

Learn how to set up an email notification to be sent to a drop ship fulfillment partner when a product order is placed.

Posted May 28, 2019
HAPI Sample - Account Subscription Page

HAPI Sample - Account Subscription Page

You can customize the /account/subscription/# page with the following HAPI sample.

Posted May 24, 2019
HAPI Forms - Now You're In Control

HAPI Forms - Now You're In Control

With HAPI Forms you can completely customize and simplify the experience of creating and updating items in PeopleVine.

Posted May 23, 2019
ID Tags and Classes Added to Every Out of the Box Page

ID Tags and Classes Added to Every Out of the Box Page

Now you can really customize the experience throughout PeopleVine by targeting specific pages or groups of pages.

Posted May 23, 2019

Getting Started Articles

General Overview of Appointments and Reservations with the Scheduler Engine

General Overview of Appointments and Reservations with the Scheduler Engine

This article provides an overview of the tools available to you and your people for scheduling time with either a person or item.

Posted May 24, 2019

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