Membership

Membership program configuration; applications; management

Jordan Gilman avatar Frank Calabrese avatar Tuba Gursoy avatar
46 articles in this collection
Written by Jordan Gilman, Frank Calabrese, and Tuba Gursoy

Membership: Overview

Welcome to our guide on managing Membership programs
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Written by Tuba Gursoy
Updated over a week ago

Survey Applications & Form Builder

The form builder in PeopleVine can be used to create forms to collect any information you may want to know about your members.
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Written by Tuba Gursoy
Updated over a week ago

Membership Applications

Manage, approve and activate members through the application workflow.
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Written by Tuba Gursoy
Updated over a week ago

Charge an Initiation/ Joining Fee

When setting up the service for billing, you can now add an initiation fee to charge prior to becoming subscribed.
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Written by Jordan Gilman
Updated over a week ago

Membership Perks

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Written by Tuba Gursoy
Updated over a week ago

Transfer of a Membership

You can allow your members to enroll then transfer the membership to another person, while keeping the billing under the original account.
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Written by Jordan Gilman
Updated over a week ago

Reciprocal Clubs Members

You can enable your reciprocal clubs to share a digital membership card and online access for their members to access your experiences....
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Written by Jordan Gilman
Updated over a week ago

Setup a Member Directory so Members Can Find Members by Interest or Other Topics to Connect

You can setup a member directory to allow other members to engage with each other by interests or other topics.
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Written by Jordan Gilman
Updated over a week ago

How to Add Members to your Membership Programs

This will show you how to manually add members into a respective membership.
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Written by Frank Calabrese
Updated over a week ago

Setting up an Affiliate Program

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Written by Jordan Gilman
Updated over a week ago

Setup an Affinity Group (like "Wine Club") to Further Engage and Connect Your Members

By leveraging the membership component of PeopleVine you can setup an affinity group for your members to engage and ...
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Written by Frank Calabrese
Updated over a week ago

Affiliate accounts

The affiliates module enables you to track referrals to your business and revenue-generating experiences including applications and events.
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Written by Tuba Gursoy
Updated over a week ago

Automate Membership Activities with Triggers

Gain More Control Over Automating Membership Activities with New Triggers
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Written by Jordan Gilman
Updated over a week ago

Check-In Guests

Using the POX App to check in visiting guests
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Written by Tuba Gursoy
Updated over a week ago

Managing What Memberships Your Members Can Subscribe To

You have complete control over what membership programs your members can become members of by controlling a few settings.
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Written by Jordan Gilman
Updated over a week ago

Set a Membership/ID Card to Expire After x Time After Being Issued

When setting up a membership program for IDs, you can set the membership card to auto expire after a period of time.
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Written by Jordan Gilman
Updated over a week ago

Enable Users to Subscribe to a Free Trial

Use your landing page to encourage membership sign up
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Written by Jordan Gilman
Updated over a week ago

Setup Rules to Limit Access to Members at Specific Times

You can enable Valid Rules to enable specific times and blackout dates when a membership card is considered valid.
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Written by Jordan Gilman
Updated over a week ago

Setup a Membership Sign up Landing Page

You can setup a landing page that will breakdown the various membership programs you offer by category.
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Written by Jordan Gilman
Updated over a week ago

Offer Member Discounts as a Premium Member Perk

Now you can add a default member discount that is applied at checkout and displayed when verifying a member at the POS.
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Written by Frank Calabrese
Updated over a week ago

PeopleVine - Allow Your Business Partners to Check-In Members

video tutorial on how to check in members into your space(s)
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Written by Frank Calabrese
Updated over a week ago

How to Assign Membership Credits

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Written by Jordan Gilman
Updated over a week ago

Services

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Written by Tuba Gursoy
Updated over a week ago

Going Live with Membership Cards

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Written by Jordan Gilman
Updated over a week ago

Allow Partners/Other Businesses to Validate/Check-in Members

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Written by Jordan Gilman
Updated over a week ago

Import Existing Member data

Map your existing CRM profiles to Peoplevine
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Written by Jordan Gilman
Updated over a week ago

Subscription Status

In this article, we'll share with you the various statuses available for subscriptions and how to leverage them.
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Written by Frank Calabrese
Updated over a week ago

Peoplevine Check-In Tools

See the tools available to you when checking in your members and the different data/experiences we can capture. In addition...
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Written by Jordan Gilman
Updated over a week ago

Check In Form - Prompt Questions When Checking Someone In At Your Space

Now when your members are checked in using the Control Panel, /Checkin or when scanning their QR code you can prompt...
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Written by Jordan Gilman
Updated over a week ago

Route Members to a Custom Landing Page

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Written by Jordan Gilman
Updated over a week ago

Get Notified When a Member Checks In

You can subscribe to text message alerts when a specific member or members from a specific membership program arrive at your space.
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Written by Jordan Gilman
Updated over a week ago

Setup an Application to Capture Spouse/Partner Info and Link Together

Follow these steps when setting up joint applications
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Written by Frank Calabrese
Updated over a week ago

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...
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Written by Jordan Gilman
Updated over a week ago

Set the Term Renewal Date to Lock Members into a Contract

You can leverage the new Term Renewal Date to set when a member is able to cancel their membership.
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Written by Jordan Gilman
Updated over a week ago

Subscription Renewal Emails

Send your users an automated email to remind them to renew their subscriptions to your service.
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Written by Jordan Gilman
Updated over a week ago

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.
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Written by Jordan Gilman
Updated over a week ago

Setup Membership Cards that Pop Up when Member is Nearby

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Written by Jordan Gilman
Updated over a week ago