How to Manually Add a User to People (CRM)

How to Manually Add a User to People (CRM)

Watch the video above, or follow the steps below to learn how to manually add a user to your Hive. 


1. To begin, go to People (CRM) >> View Everyone >> Add User. 


2. Next, simply fill in the available fields with the information you have. Please note that the Email field is a unique identifier and is required when manually adding a new user to your Hive.


3. When you have finished adding the user information to their profile, click Save at the bottom of the page to complete the process. 


**For any questions, please reach out to success@myfhive.com** 


    • Related Articles

    • Performing a Search in People (CRM): View Everyone

      This article will show you how to Navigate the Filters in your People (CRM). We strongly suggest familiarizing yourself with the Filters in your CRM since it’s a convenient way to quickly locate specific users. To begin, go to People (CRM) >> View ...

    • Manually Adding a Payment Method to a User Profile

      This article will show you how to manually add a credit/debit card to a user’s profile in your Hive. Before we begin, please note your Hive must be connected to your Stripe account before adding credit/debit cards. Automated Clearing House (ACH) ...

    • How to Navigate a User Profile

      This article will show you how to navigate a user’s profile in your Hive, which is a quick way to view information, such as their account details, class history, memberships, and more for a specific user. To begin, go to People (CRM) >> View Everyone ...

    • People (CRM): View Everyone: Forms Filter

      This article will show you how to use the Forms Filter in People (CRM) >> View Everyone. This is a convenient way to search for users who filled out Custom Forms or Basic Contact Forms in the event that the form they filled out didn’t have a tag ...

    • How to Manually Add a Membership to a User

      This article will show you how to manually sign up a user for a membership. If you’re new with FitHive and have yet to launch, please note that we typically help you set up your current members with their memberships in your Hive during the ...