HB Hospitality

How to add your client list to The Hive

How To Upload Client List in The Hive
 
There are two (2) ways of getting to the right place to upload your client list in The Hive from your homepage as depicted below.
 
User-added image

 
Option 1: Through Your Registered Events Using Email Submission Box

 1. From the Home page, click on “My Events” on the right-hand side of the screen under “Useful Links”. 

User-added image

2. Click on the event you want to upload a client list for. In this example, let’s say we’re uploading our list for 2019 Los Angeles. We would click on that event.  

User-added image 
 
3. You will see the screen below to add clients by submitting their individual email address, one at a time.

 User-added image
 
4. Using the submission box, enter the client you wish to invite’s email address as shown below.
 
User-added image
 
5. Once you’ve entered the email address, hit “Submit”.
 
User-added image

6. Fill in the client's information below and click save. 


User-added image

7. Enter the total number of clients requested for the specific event. You can see the number requested above the submission box. In this example, three (3) new clients are requested.
 
User-added image
 
8. You can see the number of clients successfully submitted as shown below.

 User-added image
 
Option 2: Upload through a spreadsheet
 
1. Download the client contact spreadsheet TEMPLATE.

 User-added image

Note the instructions on how to fill out the spreadsheet properly so that all the information is uploaded correctly to our system’s requirements.
 

User-added image
 
2. Once you complete your client list using the required fields of information, save your spreadsheet as a CSV format (shown below).

User-added image
                                                               
 User-added image

3. Then, upload your list in the Hive under “Upload Contact List CSV” using the “choose file” then select “Upload List”.

User-added image

User-added image

 Happy client list uploading!