Creating/amending a client

Creating/amending a client

Creating a new client
Follow the steps below to create a new client.
  1. Go to the client page on the Hive
  2. Select "Add Client" button
  3. Input Client Name.
  4. Add required fields on the "Client Settings" tab as below:
    1. "Reimbursement to diner" the text in this field displays to the AQ team when inputting the reimbursement. Include amount and currency.
    2. "Reimbursement to client" the text in this field displays to the AQ team when inputting the client charge. Include amount and currency. If no charge to client, this should be £0.
    3. Maximum Diner reimbursement - enter the reimbursement value so this displays in the app for guests.
    4. "Account Manager" select the account manager for the client.
  5. Add logo on the Logo tab - this will display when guests are reviewing the visits on the app.
  6. Review if any of the additional settings are appropriate and action.
  7. Select "Confirm and Save".
Extra settings tab - additional settings can also be added at client level:
  1. Return rule - this is the number of days before a guest can complete another visit for this client. Standard setting is 90 days, but this can be decreased or increased as required. For example some quick service cafes might be less or overnight stays longer.
  2. Visits per area - you can restrict the number of visits guests can complete within an area for the client.
  3. Visit per period - you can restrict the number of visits guest can complete within a period for the client.
  4. Reward points - this as standard will be set to 1 reward point per visit for a client, but this can be amended if required.
  5. Report style - this is the branding used for the visit report, once created on Pandora it can be selected here to apply for all reports for the client.
  6. Minimum length of service - this is the minimum length of time a guest must have been a mystery diner to complete visits for this client.
  7. High/low threshold - these fields can be amended to change the visit report threshold colour coding on the Hub, Standard setting is 90% and above is green. 70% and below is red. 71%-89% will be amber.
Invoicing tab - this should reflect any invoicing requests that the client has, for example invoices to be split by brand, branch or questionnaire category.
Email setting tab - mystery assessment communication settings can be managed at a client level. You can select from the delay options available.
Social media tab - pages for social advocacy on surveys (where guests are asked to follow or leave a review) can be set a client level.
Notes - any internal notes to be added for this client.
Review Tracker - used to set up reviews for the client, see appropriate KB article for more information.
Logo - upload the suitable client logo. 

Amending client settings
To amend an existing client:
  1. Go to the client page on the Hive
  2. Search the client name in the search bar
  3. Select the client to open the client pages.


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