Connect Peoplevine and SevenRooms
The integration between Peoplevine and SevenRooms is designed to optimize the hospitality experiences offered by our platform. To achieve this, the integration aims to streamline operational processes, improve service quality provided by hospitality businesses, and leverage the strengths of both Peoplevine and SevenRooms platforms.
Key Features
Automated Member Synchronization: Upon registering members within Peoplevine, their details, including membership level, membership ID, and pertinent CRM data, is automatically synchronized with SevenRooms. This feature ensures that member information is consistent and up-to-date across both platforms, facilitating personalized service delivery.
Unified Reservation Management: Reservations made by members, irrespective of the booking channel (Peoplevine member portal or SevenRooms directly), are aggregated and displayed within the Peoplevine member portal and backend system. This consolidation allows for direct cancellation options from the member portal, enhancing user convenience and operational efficiency.
CRM Integration and Guest Tracking: Each guest booking through SevenRooms is automatically synchronized within the Peoplevine CRM system. This integration is instrumental in expanding your CRM database and enables the tracking of guest interactions and touchpoints, providing valuable insights for personalized guest engagement.
Enhanced Guest Arrival Experience: The system is designed to recognize members with imminent reservations, within the next 2 hours or those arriving late. Upon their arrival and check-in, these members are automatically marked as 'arrived' in SevenRooms. This feature allows the hostess and the service team to be well-prepared in advance to welcome and accommodate guests efficiently.
Before you begin
To utilize the features of this integration, it is necessary you must coordinate with your SevenRooms representative. The key requirements include:
Request for API Credentials: You need to contact the SevenRooms Support team to obtain the necessary API credentials and to configure webhooks for both the Reservation and Client entities. When contacting the support team, ensure that you obtain the following:
Client ID
Client Secret
Default Venue ID
Venue Group ID
Webhook Configuration: After you have the IDs and keys, you must fill out and submit a SevenRooms Webhook Request Form. You can find the Request Form at https://www.peoplevine.com/sevenrooms/webhooks.
The webhooks should be directed to
https://api.peoplevine.com/sevenrooms.Choose to connect the webhook to your Production or Demo environment.
Choose the region of your deployment:
Region 1 use
https://api.peoplevine.com/sevenroomsRegion 2 use
https://api.peoplevine.co.uk/sevenrooms
To connect Peoplevine and SevenRooms
Log in to the Peoplevine Control Panel.
From the Peoplevine banner, choose Automate. The Automate options are displayed.
Under Integrations, go to and select Integrated Platforms.
On the Integrated Platforms page, click SeveRooms.
In the SevenRooms Authentication section, fill out the following fields to facilitate the connection to SevenRooms:
Choose your deployment environment
Production Used to deploy the integration to your live environment.
Demo - Use to deploy the integration to a testing or QA environment.
In the Associate with Location dropdown, choose a location from your directory that you want to associate the integration with.
After choosing a location, the Location Name populates automatically.
For Client ID, paste your API client ID into the textbox.
Next, do the same for the Client Secret.
Note: If you do not have your Client ID or Client Secret, contact the SevenRooms Customer Support team.
Use the Options section to customize the integration to best suit your hospitality and customer experience needs. In this section you can enable or disable:
Send confirmation and cancellation emails through SevenRooms. When enabled, you might need to disable triggered notifications coming from Peoplevine.
Only sync member's reservations, do not store or create non-member data. When enabled, Peoplvine only syncs a member's reservation if they are an active member.
Sync POS Data/Orders when a reservation is marked as closed. This option requires POS Integration with SevenRooms, please contact your SevenRooms representative for assistance.
If a member doesn't have a reservation, we will add them as a walk-in. If this option is enabled you must set up your schedule to allow unlimited reservations or walk-ins might be rejected.
Automatically opt-out/opt-in people based on their Sevenrooms preference. If the customer opts-out of SevenRooms email communications, they are opted-out of Peoplevine communications as well.
Bypass settings and allow members/guests to book multiple reservations at the same time. If enabled, Peoplevine allows duplicate bookings regardless of your setting in SevenRooms.
In the Default Venue ID field, paste the venue ID for your store location. This ID is provided by SevenRooms support.
In the Venue Group ID field, paste the group ID. This ID is provided by SevenRooms support.
In the Extended Attributes to Sync with Contact Tags field, enter additional attributes to sync with SevenRooms. These options must be set up in SevenRooms. By default, Peoplevine already syncs Dietary Restrictions, VIP client type, Client Type, Special Attention, Profession, Seating Preference, Champagne, Spirits, Water and Wine preferences.
Custom Groups to Sync (Indexed): You can sync up to 5 indexed custom groups. Make sure the titles here match the titles in SevenRooms and the attributes in your CRM profile.
Custom Fields to Sync (Non-Indexed): You can sync up to 10 non-indexed custom fields. Make sure the titles here match the titles in SevenRooms and the attributes in your CRM profile.
Select or deselect Automatically setup the Dining Schedulers for each Venue. This automatically sets up your dining schedulers in Peoplevine to enable member-only booking. Once finished, it is recommended that you adjust the settings or disable it, if you are not using it.
Click Connect to complete the process.
Map Peoplevine Member Tags in SevenRooms
In this essential step in the integration process, you map Peoplevine SKUs to a "Member" Client Tag in SevenRooms. Mapping tags allows for the seamless identification and management of members within the SevenRooms platform, leveraging the membership data defined in Peoplevine.
To Map Peoplevine Member Tags in SevenRooms
Step 1: Identify Membership Program in Peoplevine
Log in to the Peoplevine Control Panel and select Memberships.
On the Memberships page, review the membership SKUs associated with each membership program, usually displayed alongside the program details.
Copy the membership SKU that you want to map to SevenRooms. For example, for a “Gold Membership”, you can copy the “GOLD” SKU. You will need this later in the mapping process.
Alternatively, you can edit the specific membership program in Peoplevine so that your SKUs match tags that might already exist in SevenRooms.
In the Your Memberships section, click the Edit button.
Go to the Settings section where you can enter or confirm the SKU that uniquely identifies the membership.
Step 2: Map the Peoplevine Membership Program SKUs to SevenRooms tags
After identifying the Member Client SKU in Peoplevine, the next phase involves linking this tag to the Member tag in SevenRooms by creating a new tag.
Log into your SevenRooms account and go to Settings on the side menu.
Under General, click Client Tags.
Locate the Client Category that you want to add the tag to. For example, VIP.
Click the + icon in the Client Category.
In the New tag text box, define Client Tag name.
Define Client Tag Name: Enter the name of the new Client Tag so that it matches the SKU to clearly denote its purpose for tagging members from Peoplevine.
Default Settings: You may retain the default settings provided by SevenRooms for this Client Tag unless specific customizations are required for your operational context.
Add Tag: Finalize the creation of the "Member" Client Tag by selecting the "Add" button or its equivalent, which confirms the addition of this new tag to your SevenRooms configuration.
Configuring Access Rules and Public Descriptions in SevenRooms for Member-Specific Area Booking
This section provides a comprehensive guide on setting up access rules within SevenRooms, complemented by public descriptions, to facilitate members in booking specific areas or services. This configuration allows for a granular level of control over the reservations, enabling members to select from various seating options or services offered by your establishment.
Creation of Access Rules: The initial step involves the creation of distinct Access Rules for each area or service you wish to offer to your members. Access Rules serve as the foundation for specifying which areas are available for booking and under what conditions.
Incorporation of Time Slot Descriptions: For each Access Rule, you are required to include a "Time Slot Description." This description should be entered within the Public Description section corresponding to each rule. The Time Slot Description provides potential bookers with clear, understandable information about the type of reservation they are making.
Note: For detailed instructions on setting up Access Rules and Public Descriptions, refer to the following links:
Integration with Peoplevine: Upon the successful setup of Access Rules and Public Descriptions in SevenRooms, the next step is to integrate these settings with Peoplevine. This integration is achieved by inputting the relevant Filter ID into the scheduler setup within Peoplevine, thereby enabling the system to display individual availability along with the corresponding time slot descriptions.
Frequently Asked Questions (FAQs)
Why is availability still shown after a booking?
If availability persists post-booking, it could be due to the Access Rule being broadly defined. For instance, if the Access Rule for the "Parlor" encompasses multiple tables (e.g., tables 50-55) and only one booking is made, the system will continue to show availability for the remaining tables within that rule. To offer table-specific reservations, it is necessary to establish individual Access Rules for each table.
How do I customize a confirmation email?
To customize the booking confirmation email, incorporating details such as the booked area, you have two options:
Update the Custom Booking Policy associated with the Access Rule.
Navigate to General Settings and select "Seating Area" under the option fields to display additional details like Reservation end time, Seating area, and Special attention messages.
Why are slots absent in the Member Portal?
If slots are not appearing in the Member Portal, ensure that the Audience setting in the Access Rule is set to PeopleVine instead of the Reservation Widget. This adjustment ensures that the slots are displayed within the Member Portal, providing a seamless single sign-on experience for members and maintaining exclusivity.
How to restrict Bookings to specific areas:
To prevent members from booking outside designated areas, it's crucial to limit the Access Rule to specific Seating Areas or tables. Without such restrictions, bookings may be made anywhere within the active floorplan.
How do I view selected areas?
The area selected by a member during booking can typically be found in the reservation notes, providing visibility into the member's chosen location.
How do I manage capacity?
Capacity management is governed by the pacing set for each shift, which represents the maximum number of covers that can be booked for any given seating interval. Adjustments to the pacing within Access Rules can only reduce the number of bookable covers online and cannot exceed the overall pacing limit established for the shift. This ensures consistent capacity management across all seating areas.
Synchronizing Member Data and Tags between Peoplevine and SevenRooms
This section provides a detailed guide on how to synchronize member data and tags between Peoplevine and SevenRooms, ensuring that member-specific information, such as discounts and preferences, is accurately reflected across both platforms. This synchronization facilitates a tailored service experience for members by leveraging the data within the membership programs' perks and preferences.
Configuring Tags in SevenRooms
To achieve seamless synchronization of member data, it is essential to configure specific tags within SevenRooms. These tags are crucial for matching member attributes and preferences from Peoplevine to the corresponding profiles in SevenRooms.
Member Discount Tag:
Create a tag named "Member Discount" in SevenRooms.
Add values in the format of "##% Off" (e.g., "15% Off") corresponding to the discount rates established under your membership programs' perks in Peoplevine. This configuration enables the system to associate the correct discount with each member's profile based on their membership benefits.
Standard Tags Support: Peoplevine supports synchronization with the following standard tags in SevenRooms, provided they are enabled within your SevenRooms configuration:
Dietary Restrictions
VIP Client Type
Seating Preference
Profession
Special Attention
For the "VIP Client Type" tag, it is recommended to add a new tag value named "Member" within SevenRooms. Members identified in Peoplevine will then be automatically tagged with "Member" in SevenRooms, classifying them accordingly for tailored services.
Configuring Complementary Attributes in Peoplevine
To ensure a successful data transfer, it is necessary to set up complementary attributes in Peoplevine corresponding to the tags in SevenRooms. This setup involves creating attributes with the "group:value" format that matches those in SevenRooms. If a corresponding "group:value" does not exist in SevenRooms, synchronization of that particular attribute will not occur.
Initiating Synchronization
Upon completing the setup of tags and attributes, new members added to Peoplevine will automatically have the specified tags applied to their accounts in SevenRooms. To synchronize existing members, the following steps can be taken:
Navigate to the CRM profile in Peoplevine and click on the "Sync" link adjacent to the SevenRooms attribute.
Under the "Company Settings" in Peoplevine, go to "Integrated Platforms," select "SevenRooms," and scroll to the "Sync Members" option.
Recommended Practices
For optimal synchronization, it is advisable to set up a form within Peoplevine for Account Preferences and CRM Profile that includes the aforementioned tags. Ensure that the "Group" label in the form matches the corresponding tag label in SevenRooms to facilitate proper data syncing.
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