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Short, practical guides — most are a two-minute read.
Getting started
Welcome to HiveMarket: the whole flow in two minutes
What HiveMarket does and how the pieces fit together.
Set up your agency in three steps
The guided setup: add a client, enter their authorization, place the first order.
Import your client list from a spreadsheet
Bring your whole caseload into HiveMarket in one upload with the client template.
Invite your team
Add staff with the right role, in under a minute each.
Clients & authorizations
Export your client list
Download your clients as a spreadsheet — choose who's included and which columns.
Add a client
The two-step client wizard, from details to first order.
How dietary needs work
Set restrictions once — every order screen filters itself from then on.
Add an authorization
Service type, weekly amount, dates — entered once, enforced everywhere.
How the remaining allowance is calculated
Sun–Sat weeks, what counts against the cap, and when it resets.
Weekly meal plans (credits) explained
Meal-based authorizations: credits per food type, household members, and full-week ordering.
Deactivate (and reactivate) a client
Pause everything for a client without losing any history.
Connect ClickUp: send a client with one status change
Bring clients in from your ClickUp list, and see their orders and billing back on the task.
Ordering
Place an order
Client → food → review: about a minute per order.
Packages vs. groceries
When to use a ready-made package and when to shop the catalog.
Price comparison between vendors
The same item, side by side, so every authorization goes further.
Weekly repeats: set the order once
The same order, placed automatically every week until the authorization ends.
Fix a blocked order
What "Needs attention" means and how to clear it in a minute.
Cancel an order
When you can cancel, and what the vendor sees.
Phone orders and the printed catalog
Take orders over the phone with catalog codes, and mark how each order came in.
The client shopping app
Invite a client to shop from their phone
One email starts it: passwordless sign-in, their language, your approval.
What clients see in their shopping app
A grocery app, their allowance in plain words, nothing to learn.
Shopping a weekly meal plan (what clients see)
Credits per food type, always visible — the order sends when every group is filled.
Approve or decline a client's order
One tap on This Week — the order is already inside the rules.
Languages: English, Yiddish, and Spanish
The client app and its emails, in the client's language.
Turn off a client's shopping access
Instant, reversible, and nothing is lost.
Deliveries & vendors
How delivery confirmation works
Vendor confirms → delivers → photo proof → your paperwork, automatically.
Ordering from a vendor who doesn't use the portal
Relay vendors: print the worksheet, record the delivery yourself — same proof, same paperwork.
Delivery proof: what counts and where it lives
Photos at the door, stored privately, embedded in audit bundles.
Billing, handled
Billing, handled: how the paperwork writes itself
What happens between a delivery and a submitted claim — none of it done by you.
Download a billing worksheet
Pick the week, get the Unite Us-ready CSV, submit.
One-click audit bundles
A single PDF per claim: the math, the invoice, the proof photo, the reference.
Unbilled & Expiring: dollars still on the table
What the number means and how to act on it before authorizations lapse.
Your Audit-Readiness Score
Three checks per delivered order — and how to raise the score.
Monthly statements
Per-vendor and consolidated statements, one month per page.
Team & security
Roles and permissions
Who can see and do what, across agency, vendor, and client.
Two-factor authentication (2FA)
App codes or email codes — optional for you, or required agency-wide by your admin.
Reset your password
The forgot-password flow, and what to do if the email never comes.
Choose which emails you get
Turn off the notification emails you'd rather check in the app — per person, per kind.
For nutritionists: reviewing and signing menus
Tick the menus you've checked, press Approve, and your signature goes on each one.
For vendors
For vendors: getting started
Apply, get approved, receive your first clean order.
For vendors: confirm, deliver, and upload proof
The three taps that complete every order — and start your payment.
For vendors: import your catalog
Paste or upload your price list; re-import to update prices.
For vendors: packages and offerings
Named offerings priced by household size, with diet flags that do the selling.
For vendors: payments and statements
A payable opens at delivery; track everything on one page.