Creating a Ticket on Behalf of a Client

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• Creating/amending a client

  Creating a new client Follow the steps below to create a new client. Go to the client page on the Hive Select "Add Client" button Input Client Name. Add required fields on the "Client Settings" tab as below: "Reimbursement to diner" the text in this ...

• Customising AI Tone of Voice for Client Review Responses

  This article outlines how to configure and test the AI Tone of Voice (TOV) feature within the Hive. Overview The AI Tone of Voice feature allows teams to tailor review response styles for clients, ensuring replies align with each brand’s ...

• Creating a Ticket in Zoho

• Client Terminations

  1. If a Small Client, add a change form and change client status to ‘Offboarding’ following the steps required. 2. If they have visits, check for any visits scheduled after the agreed end date for services. 3. Email diners and cancel visits, ensuring ...

• Client Region & Area Updates

  1. If client information is clear what the changes should be, action any branch updates in Hive> Branches> Groups. 2. If client has provided a full updated structure, download the Branches & Users report with the following columns: Branch Name, ...