Welcome to the Peoplevine Member Portal Documentation

Welcome to the official documentation for the Member Portal, your comprehensive guide to everything you need to know about managing and optimizing your membership platform. This documentation is designed to help administrators, developers, and support teams navigate the various features and functionalities of the Member Portal, ensuring a seamless experience for both your organization and its members.

What You'll Find in This Documentation

1. Getting Started

• Overview: Learn the basics of the Member Portal, including how to get started, manage users, and configure settings.

• User Roles & Permissions: Understand the different roles within the portal and how to assign permissions.

2. Content Management

• Creating and Managing Content: Instructions on how to create categories, sub-categories, pages, and more.

• Media Management: Learn how to upload and manage images, videos, and other media assets.

3. Integrations

• Setting Up Third-Party Integrations: Detailed guides on integrating with various third-party services like Book4Time (B4T), CRM systems, and more.

• API Documentation: Comprehensive API references for custom integrations and advanced configurations.

5. Feature Guides

• Using the Member Portal: Explore the portal’s features, including event management, communication tools, and member engagement strategies.

• Customizing the User Experience: Tips on tailoring the portal’s interface and features to meet your organization’s specific needs.

6. Troubleshooting & Support

• Common Issues: Solutions to frequent problems encountered by administrators and users.

• Support Resources: How to get in touch with the support team, access help articles, and report bugs.

How to Use This Documentation

This GitBook is organized into sections that correspond to different aspects of the Member Portal. Each section is designed to be self-contained, providing you with the information you need when you need it. Whether you’re setting up a new feature, troubleshooting an issue, or simply exploring what the Member Portal has to offer, you’ll find the guidance you need here.

We recommend starting with the Getting Started section if you’re new to the Member Portal. For those familiar with the basics, dive into the specific areas of interest using the navigation menu on the left.

Continuous Updates

We are committed to keeping this documentation up to date with the latest features and best practices. Check back regularly for new articles, updates, and enhancements.

Feedback and Contributions

Your feedback is invaluable to us. If you find any discrepancies, have suggestions for improvement, or want to contribute to this documentation, please reach out to us through our support channels.