Peoplevine Support

We understand that not everything is immediately intuitive. That's why we have curated an extensive library of articles and a substantial collection of instructional videos to assist you in mastering the intricacies of Peoplevine. What's more, we are committed to regularly augmenting these resources, ensuring that you have access to the most up-to-date information.

At Peoplevine, our dedication to enhancing your experience is unwavering. We are diligently working behind the scenes to continually refine and elevate your journey with us. Stay tuned for ongoing improvements that will further enrich your Peoplevine experience.

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Getting Started

Peoplevine is a member experience and client relationship management platform that supports the member and operational side of member-based businesses. Learn more about getting started.

Introduction to peoplevine → general company settings & tools → SET UP A NEW USER→ View All →
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CRM

The CRM is the heart of Peoplevine and where all of your people data is stored in one place

Learn how to manage profiles, segment data and analyse your demographic.

Overview → Create a profile → Import customers → View All →
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Memberships

Membership or subscriptions may be a key revenue source for your business so it’s important that you know how to manage and enrol members whilst tracking their contribution to your business through our reporting tools.

Membership Overview → Application Forms → Approve Members → View All →
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Events & Ticketing

Create a one-off or recurring events in Peoplevine and control access and RSVP with ease.

create an event → Manage Guestlists → Ticket templates → View All →
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Appointments

Our Scheduler Engine gives you the ability to book reservations, appointments and any revenue-generating activity in the business, with the ability to control availability for different audiences

Overview of Appointments → Setup classes & appointments → Confirmations & notifications → View All →
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Marketing

Peoplevine's marketing dashboard offers a wide range of tools for you to leverage to increase customer engagement and revenue, including newsletters, blogs and triggered emails

Newsletters → Automated emails → Marketing campaigns → View All →
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Payments

Accepting & processing payments in PeopleVine is critical to your success on our platform. Get transactions up and running in seconds.

transactions overview → Recurring payments → issue refunds → View All →
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Point of Sale

Connect to your audience through our marketing dashboard and utilise automation tools to make life easier.

Micros Symphony → Toast → Square → View All →
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Integrations

Connect to your audience through our marketing dashboard and utilise automation tools to make life easier.

Sevenrooms → Stripe → GoCardless → View All →
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eCommerce

Peoplevine provides a Point of Sale with real-time inventory connected to your eCommerce web site. Simply by adding products to the platform, we allow you to sell both online and in a store (or on-site)

Set up a shop → Order history → Product filters → View All →
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Reporting

Check out the new reporting tools and grid view with sorting and filtering of the live data.

ACCOUNTING OVERVIEW → REPORTING DASHBOARD → BUILD CUSTOM REPORTS → View All →
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FAQ

Helps and Tips for some of our more Frequently Asked Questions

How to change Membership ID → I can't log in → how-to charge a failed subscription → View All →

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