Follow

How to Subscribe a New Client

If you are signing up a new client from the start, follow these steps:

  1. Go to the Knowledge Manager page of your account.
  2. Click the "+ Add Location" button located on the top left of the page below the blue bar. 
  3. Follow the prompts to fill out the business’ information. We suggest initially only adding the required fields - Name, Address, Phone Number, Category, and Featured Message. You can enter the rest of the content in the Knowledge Manager after the location has been added.
  4. Hit "Add and Continue" once you’re done.

Once you have added your client’s information into the Dashboard, they will need a subscription attached to the location in order to get the information published!

  1. The signup flow will prompt you to add the subscription to the location. Process the transaction, and the listings will go into processing!

If you have added a location without a subscription previously, simply go to their Knowledge Manager page. You should see to the right-hand side of the location information that there is a box that reads "This location does not have any active subscriptions." To add one:

  1. Click "Add Services" in the box.
  2. You will be lead to a page to decide what package you would like attached to the location.
  3. Process the transaction, and the listings will go into processing!
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk