Adding a New Branch

Adding a New Branch

1. Create new branch in Hive> Branches.
2. Create any new users needed and send Hub welcome email.
3. Update existing users.
4. Add visits if the opening date is in a period where visits have already been added.
      - Add visits in any periods that have already been added.
      - If the branch is on a different schedule for a period of time, add visits for the entirety of this schedule e.g. weekly visits for first 4 weeks, then on standard schedule after.
5. If the opening date is in the future, add a note to the relevant Visit Schedule file to indicate when the first visit should be added and on what schedule.
6. If a Small Client, add change form and update agreement in Zoho CRM.

If the client has the Review Management solution:
7.     If applicable, on the day of opening, add the branch to ReviewTrackers.
8.     Check after 24hrs that all relevant review sources are pulling through to the Hub.
      10.   If the sources include Google, Facebook or Booking.com, please refer the client to the relevant KB article to complete integration steps and confirm back to us once done.
      11.   Once confirmed, check after 24hrs that integration has completed on ReviewTrackers i.e. by confirming they can directly respond to reviews and not via the review source platform.

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