Getting Started with the Location Setup Wizard

Welcome to your streamlined location onboarding experience! Our new Sign Up Wizard makes it easier than ever to add and manage your business locations across multiple platforms.

Here is a short video explaining the wizard.

Who Can Access the Wizard?

The Sign Up Wizard is available for:

• Location Managers and Business Managers with Custom Sales Partner accounts
• Accounts that currently have only incomplete locations (no fully completed locations yet)
• Adding up to 10 locations through the wizard

How the Wizard Works

The wizard guides you through a simple 6-step process to get your locations set up quickly and efficiently:

Step 1: Choose Your Setup Method

You'll be presented with four convenient options to add your locations:

🔍 Search for Your Location

• Search Google listings to find existing business information
• Perfect if your business is already listed online
• Minimum 3 characters required for search

🔗 Connect Your Google Account

• Import locations directly from your Google Business Profile
• Automatically pulls in your existing business information
• Select up to 10 locations from your Google account

📘 Connect Your Facebook Account

• Import locations from your Facebook business pages
• Streamlines setup using your existing Facebook presence
• Select up to 10 locations from your Facebook account

✏️ Manual Entry

• Add location details manually if you don't have existing online listings
• Complete control over all business information
• Add up to 10 locations manually

Step 2: Import Your Location Data

Based on your chosen method, the wizard will:

• Search and display matching business listings
• Connect to your social media accounts securely using OAuth
• Present forms for manual data entry

Step 3: Review and Edit

Before finalizing, you can:

• Review all imported location information
• Edit any fields that need updates
• Add or remove locations as needed
• Ensure all details are accurate

Step 4: Finalize and Sync

Complete your setup by:

• Saving your location configurations
• Starting the synchronization process across platforms
• Receiving confirmation of successful setup

Tips for Success

Getting the Best Results from Search

• Use your exact business name when searching
• Include location details if you have multiple branches
• Try variations of your business name if initial search doesn't return results

Connecting Social Accounts

• Ensure you're logged into the correct business accounts
• Have admin access to the business pages you want to import
• Review permissions during the OAuth connection process

Manual Entry Best Practices

• Have your business information ready (address, phone, hours, etc.)
• Use consistent formatting across all locations
• Double-check address accuracy for better platform visibility

Customizing Your Wizard Experience with Images

Adding Visual Branding

Resellers can enhance the wizard experience by uploading custom images that reflect their brand identity. This personalization helps create a more familiar and professional onboarding experience for your clients.

Image Requirements and Specifications

Step Illustrations:

• Format: PNG, JPG
• Recommended Size: 960 × 1080 px or higher
• Style: Clean, professional icons or illustrations

Benefits of Custom Images

• Brand Consistency: Maintain your visual identity throughout the onboarding process
• Professional Appearance: Create a polished, white-label experience for your clients
• Improved Recognition: Help clients immediately recognize they're working with your service
• Enhanced Trust: Familiar branding increases client confidence in the process

Uploading Custom Images

1. Send your images for the 3 steps through to your Account Manger
2. They will upload images according to the specifications above
3. Saving the changes will apply to all new client onboarding sessions

Note: Images are automatically optimized for different screen sizes and devices to ensure consistent appearance across all platforms.

Troubleshooting Common Issues

Can't Find My Business in Search

• Try different variations of your business name
• Check if your business is listed on Google My Business
• Consider using manual entry if no online listing exists

Connection Issues with Social Accounts

• Ensure you have admin permissions for the business accounts
• Clear browser cache and try reconnecting
• Check that your Facebook/Google accounts are active and verified

Location Limits

• The wizard supports up to 10 locations per session
• If you need to add more locations, complete the current batch first
• Contact support for assistance with larger location sets

Data Accuracy

• Review all imported information carefully before finalizing
• Edit any incorrect details in the review step
• Remember that accurate information improves your online visibility

What Happens After Setup?

Once you complete the wizard:

1. Synchronization begins across the Directories in the client's Product Plan
2. Welcome screen confirms successful setup
3. Location management becomes available in your dashboard

Need Additional Help?

If you encounter any issues or need assistance, reach out to customer support for technical assistance

The Sign Up Wizard is designed to make location management simple and efficient. By following these guidelines and utilizing the available customization options, you'll be able to provide your clients with a seamless, branded onboarding experience that gets their locations online quickly and accurately.