A directory profile is a customizable, public-facing profile created for members to facilitate engagement and interaction. It allows your team to post content for your members.
Understanding Directory Types
On Peoplevine, Directory Cards control how content is displayed to members across modules like Appointments, Dining, Activities, and more.
Each Directory Card type is designed to serve a specific purpose, depending on whether the card is informational, bookable, form-driven, or action-oriented.
Examples of Directory Cards:
Creating and Displaying Directory Cards
To display a Directory Card, it must first be created in the Control Panel and properly assigned to a Category under a Parent Category Group.
This ensures it appears under the correct module on the Member Portal.
Example:
A Spa Directory Card must be assigned to a Subcategory under the Spa Parent Category to show up on the Spa page.
Dash Standard Version
Directories are managed under Engage > View Directory > Add Profile to Directory
Dash Pro Version
Directories are managed under Sell > View Directory > Add Profile to Directory
Directory Types and Setup
We classify Directory Cards into 5 different types depending on the configuration of the card. Below are the different types of Directory Cards and their use cases.
Informational Directory Card
Bookable Directory Card
Form Directory Card
Hybrid Directory Card
Call-to-Action (CTA) Directory Card
Informational Directory Card
Purpose: To convey information to your members
Use Case:
Highlighting spaces that don’t require reservations (e.g., Lounge, Pool, Library)
Informational pages like Club Benefits
Create Directory Card
Create a new Directory Card in the Control Panel.
Assign Title, Description, Image, optional Location, Hours, Profile Content, and Gallery Images.
Do not attach any Scheduler or Form.
Bookable Directory Card
Purpose: Link one or more Schedulers for bookings
Use Case:
Dining Reservations
Spa Appointments
Workspace Bookings
Set up Guide and Example
How to Create
Create the Directory Card first
Create the Scheduler(s) separately
In the Scheduler Settings, attach the scheduler to the Directory Card (Note: You can attach multiple Schedulers to one Directory Card.)
Form Directory Card
Purpose: Connect a Form for seamless inquiries
Use Case:
Private Event inquiry
Set up Guide and Example
How to Create
Create the Directory Card first
Create the Form separately
In the Directory Card settings, attach the Form to the card (Note: Only one Form can be attached to a Directory Card.)
Hybrid Directory Card
Purpose: Combines Schedulers and Forms for full flexibility
Use Case:
Private Dining with Special Requests
Spa services requiring bookings or intake formsSet up Guide and Example
How to Create
Create the Directory Card first.
Create all necessary Schedulers and the Form.
Attach the Schedulers from the scheduler settings and Form from the Directory Card settings.
Call-to-Action (CTA) Directory Card
Purpose: Informational card with an added call-to-action link.
Use Case:
External Link to hotel booking engine.
Nominate a Member
Set up Guide and Example
How to Create
Create an Informational Directory Card.
In the 'Page Content', add a link (either internal or external). (This link acts as the primary action for the card.)
To add a link, type out some text, highlight and click on the hyperlink icon to paste in a URL. Make sure to set the target to 'New window'.