Getting Started

Set up your portal

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30 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.
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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 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