Membership
Membership program configuration; applications; management
46 articles
Written by Tuba Gursoy, Jordan Gilman and Frank Calabrese
Membership: Overview
Welcome to our guide on managing Membership programsWritten 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.Written by Tuba Gursoy. Updated over a week ago
Membership Applications
Manage, approve and activate members through the application workflow.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.Written by Jordan Gilman. Updated over a week ago
Membership Perks
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.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....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.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.Written by Frank Calabrese. Updated over a week ago
Setting up an Affiliate Program
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 ...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.Written by Tuba Gursoy. Updated over a week ago
Automate Membership Activities with Triggers
Gain More Control Over Automating Membership Activities with New TriggersWritten by Jordan Gilman. Updated over a week ago
Check-In Guests
Using the POX App to check in visiting guestsWritten 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.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.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 upWritten 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.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.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.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)Written by Frank Calabrese. Updated over a week ago
How to Assign Membership Credits
Written by Jordan Gilman. Updated over a week ago
Services
Written by Tuba Gursoy. Updated over a week ago
Going Live with Membership Cards
Written by Jordan Gilman. Updated over a week ago
Allow Partners/Other Businesses to Validate/Check-in Members
Written by Jordan Gilman. Updated over a week ago
Import Existing Member data
Map your existing CRM profiles to PeoplevineWritten 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.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...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...Written by Jordan Gilman. Updated over a week ago
Route Members to a Custom Landing Page
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.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 applicationsWritten 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...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.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.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.Written by Jordan Gilman. Updated over a week ago
Setup Membership Cards that Pop Up when Member is Nearby
Written by Jordan Gilman. Updated over a week ago