Training Videos

We get it — not everything is intuitive. So, we've written hundreds of articles, recorded a ton of videos, and continue to add more every week! We are continuously working to improve your Peoplevine experience.

Getting Started

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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.

CRM

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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.

Memberships

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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.

Events & Ticketing

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

Appointments

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Overview of Appointments → Setup classes & appointments → send an email when status changes → View All →

Marketing

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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 →

Payments

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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 →

Point of Sale

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

Micros Symphony → Toast → Square → View All →

Integrations

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

Sevenrooms → Stripe → GoCardless → View All →

eCommerce

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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 →

Reporting

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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 →

FAQs

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Helps and Tips for some of our more Frequently Asked Questions

How to change Membership ID → How-to copy payment details → how-to charge a failed subscription → View All →

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