Getting Started

Set up your portal

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32 articles in this collection
Written by Jordan Gilman, Frank Calabrese, and Sabrina St. Peter
Setup & Configuration

Font Files

Follow this tutorial to enable your font files to be accessible via your member portal.
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Written by Jordan Gilman
Updated over a week ago

Recommended Hardware and Setup for On Premise (PeopleVine Enterprise Edition)

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Written by Jordan Gilman
Updated over a week ago

Port Openings Required for On Premise (PeopleVine Enterprise)

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Written by Jordan Gilman
Updated over a week ago

What's the difference between a "user" and a "person" in the Control Panel?

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Written by Jordan Gilman
Updated over a week ago

Prepping Your File for Importing Customer Data

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Written by Jordan Gilman
Updated over a week ago

Getting Started with Payments in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Add Venue Locations to Your Event Setup

You can customize the list of locations where you host your events by following these steps. You can use it to provide...
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Written by Frank Calabrese
Updated over a week ago

Payments

Accepting & processing payments in PeopleVine is critical to your success on our platform. Get transactions up and running in seconds.
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Written by Jordan Gilman
Updated this week

Importing Data into PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Deploy Your PeopleVine App to the App Store Under Your Brand & Developer Account

Looking to add an app to your digital portfolio? This article will show you how to ensure your brand is all over it including being the ...
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Written by Frank Calabrese
Updated over a week ago

The Ultimate Guide to Importing Data into PeopleVine

You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine...
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Written by Jordan Gilman
Updated over a week ago

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.
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Written by Jordan Gilman
Updated over a week ago

Setting Up Taxes

You can setup a blanket tax for most transactions in PeopleVine or you can specify a tax for specific functions.
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Written by Jordan Gilman
Updated over a week ago