Internal | Clients And Branches

Clients and branches
Visit auto creation
Clients who have monthly visits with the same criteria can be opted into visit auto creation. This means once we have set this up on the Hive, the system will automatically create the visits. Some things to note with visit auto creation: You can only ...
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 ...

Internal | Clients And Branches | Knowledge Base