View Everyone
Tags
This article will show you how to set up and utilize Tags in your Hive. Tags are unique identifiers that can be manually or automatically assigned, or “tagged”, to specific groups of users to segment them as needed. There are multiple actions you can ...
How to Set Up/Connect Sub Accounts
This support article will show you how to set up/connect sub accounts to a primary account/user. Before we begin, please note that this is a new option that will have additional updates rolled out in phases, with this being phase one. As such, the ...
How to Upload Files to a User Profile
This article will show you how to upload files to a user profile in your Hive. Before we begin, please note that any file uploaded to a user’s profile is only accessible to admins (the user themself will not have direct access to it through their ...
User Profile Notes
This article will show you how to manually notate a user profile in your Hive, which is a great way for you and your team to stay on the same page when managing users/members. Please note that all basic contact form submissions, user text messaging ...
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 ...
User Credit Card Removal
This article will show you how to remove a user’s credit/debit card from their profile. For users who pay for their membership with a credit card, please note that removing the card from their profile will prevent any active membership from renewing ...
Batch Instructor Assign
This article will show you how to use the Batch Instructor Assign tool in People (CRM)>> View Everyone. Please note that users with instructor access must have their members assigned to them in order to manage those members through the Instructor App ...
Batch Fitness Checkins
This article will show you how to bulk/batch update Fitness Check-ins for specific groups of users at once. Please note that Fitness Check-ins are a separate tool that are not associated with class/gym attendance, which you can learn more about HERE. ...
Batch Lead Status Update
This article will show you how to navigate the user selection tools in People (CRM)>> View Everyone to bulk/batch update the Lead Status for specific groups of users at once. To begin, go to People (CRM) >> View Everyone. To select the users you’d ...
User Selected Bulk Add to Drip Campaigns
This article will show you how to bulk add users to drip campaigns with the user selection tool in People (CRM)>> View Everyone. Please note that is slightly different than the default bulk add option directly in the drip campaign settings by giving ...
How to Bulk Delete Users
This article will show you how to bulk delete users from your Hive. Please note that only admins with access to this tool will be able to perform this action, which you can manage through the User Roles settings in your Hive. To begin, go to People ...
User Selected Bulk Text
This article will show you how to send a bulk text with the user selection tool in your People (CRM). Please note that is slightly different than the standard mass text option by giving you the ability to select a specific group of users from your ...
Membership Pass Usage
This article will show you how to access and navigate a user’s membership pass usage, which can be done through the individual user’s profile, or through the class registration list. We’ll start with accessing this through the user’s profile. To ...
Setting Up a User/Member with ACH Payments
This article will show you how to set up a user/member with ACH (Automated Clearing House) payments in your Hive. To briefly explain, these are payments that are automatically deducted directly from the user’s bank account. Additionally, ACH must be ...
Bulk Tagging Options
This article will show you how to bulk add/remove tags from users in your People (CRM). To begin, go to People (CRM) >> View Everyone. To select the users you’d like to tag, click Filters, then make your selections from the available filtering ...
How to Export Users from People (CRM)
This article will show you how to Export Users from your Hive. To begin, go to People (CRM) >> View Everyone. If you want to export a specific group of users, select Sort/Filter, then make your selections from the available filtering options and run ...
How to Import Users
This article will show you how to Import Users in your Hive. To begin, go to People (CRM) >> View Everyone. Next, select Import. If this is the first import being performed in your Hive, select I Understand, Let’s Continue the Import. If this isn’t ...
How to Manually Unsubscribe Users
This article will show you how to manually unsubscribe users from emails/texts. Before we begin, mass communications are considered mass emails and texts, as well as drip campaigns and can be delivered via email or text message, if applicable. Users ...
How to Manually Cancel a User's Membership
This article will show you how to manually cancel a user’s membership. To begin, go to People (CRM) >> View Everyone >> then search for and select the user you want to add a membership to. Next, click on the Memberships tab>> then locate the ...
How to Manually Deactivate a User Profile
This article will show you how to manually deactivate a user profile in your Hive. To begin, go to People (CRM) >> View Everyone>> then select the user whose account you’d like to deactivate. Next, click Edit User >> uncheck the Active box >> then ...
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 ...
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 ...
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 ...
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 ...