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Create Membership Programs
Setup a new recurring billing membership. These memberships can be billed monthly, quarterly or annually.
What is the name of this membership?
How much would you like to bill your members?
Membership Title Cost Remove
Membership Title $10/Month
Set Up Rooms
We're sure your space has rooms and amenities that you would like for your members to use. The PeopleVine Scheduler Engine provides you with the ability to book a multi-slot engagement (e.g. a room booking or a projector rental). Get started mapping out your space's rooms below!
What is the name of this Room?
Who is allowed to reserve this Room?
Room Name Availability Block Permissions Remove
Room Name 24/7 30 minutes Admins Only
Setup Your Tour Schedule
Add times for people to come take a tour of your space.
Which days would you like to offer your tours?
Day Start Time End Time Capacity Remove
Every Monday 9:00 AM 10:00 AM 15-20 People
Create Events
What is the name of this Room?
Lorem Ipsum
Event Name Venue Name Registration Date Start Time End Time Remove
Event Name 1871 Merchandise Mart Members Only 6/18/2019 10:00 AM 12:30 PM
Enable Campaigns
Upload Your People
You can import your existing contacts/people directly into the PeopleVine CRM from a CSV file or from your existing database.
  • Be sure to save/convert your file to a CSV (Comma Separated Values) file.
  • Be sure that your first row contains the title of each field (and no line breaks). This makes it easier to map the data.
  • Our system will automatically merge any data associated with the same email address or mobile number.
JG - What is the suggested file size?
Confirm your Details
Memberships
Membership Level 1 - $25/Month
Rooms
Room Name, Availability - Block Time (Permissions)
Tour Schedule
Day, From Start Time to End Time - Capacity
Events
Event Name, Venue, Date and Time
Campaigns
Book a Tour Drip Campaign
People -CRM
.csv
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Submit
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