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Setting up Business App

Business App is your clients' branded dashboard where they access products, view reports, and manage their account. This guide walks through the end-to-end process of configuring and launching a professional client experience.

Configuration overview​

Start by configuring the settings documented in this section:

  1. Branding Settings – Rename the app, set up a custom domain, and configure web chat footer branding
  2. Page Visibility Settings – Show or hide dashboard pages based on the services you offer
  3. Add Your Customers – Configure self-signup, user management, and referral options
  4. Notifications & Campaigns – Set up announcement banners and automated onboarding emails
  5. Multi-Location Settings – Configure reporting defaults for multi-location clients

For logo, color, and visual identity settings, see Partner Branding.

Mobile experience​

Business App mobile access works automatically with your branding setup:

  • Progressive Web App – Clients can add to their home screen from any browser
  • Native Mobile App – Available as "BusinessApp.io" from app stores
  • Your branding appears in mobile interfaces

Partner configuration​

Upload a shortcut icon (192px square) via Partner Center → Administration → Partner Branding. For market-specific branding, choose the market, disable Use All Markets default, and upload market-level assets.

Client installation instructions​

  • iOS (Safari): Open the Business App URL, tap Share, choose Add to Home Screen, and confirm the shortcut name.
  • Android (Chrome): Open the Business App URL, tap the three-dot menu, select Install App, then confirm adding it to the home screen.

Configuration scenarios​

Basic Service Provider​

Enable: Home, Executive Report, My Products Focus: Clean interface showing only reporting and service management

Full-Service Marketing Agency​

Enable: All tabs except Administration Focus: Store configuration with your service packages

Enterprise / Multi-Location​

Enable: All tabs including Administration Special: Multi-location groups and location-specific user permissions

Testing and launch​

Pre-launch testing​

Test the complete client experience:

  1. Log in as client to verify branding and functionality
  2. Test key features they'll use most
  3. Check mobile experience on different devices
  4. Verify user permissions are set correctly

Launch checklist​

  • Branding displays correctly across all areas
  • Only relevant tabs are enabled for services you provide
  • Test users can access appropriate features
  • Mobile shortcut icon and branding work
  • Client welcome email drafted with login details

Customer journey and onboarding resources​

The Get Started experience in Business App walks clients through key stages of the customer journey.

Awareness​

Help clients expand their reach via social media. Prompt them to publish a post with Social Marketing.

Findability​

Ensure business listings stay accurate. Encourage the Verify listings or Update business info calls-to-action.

Reputation​

Coach clients to respond to new reviews through Reputation AI to maintain search visibility.

Conversion​

Keep websites current. Remind clients to update their site content or offers directly from Business App.

Advocacy​

Request reviews from delighted customers using the Customer Voice email tools.

Get Started page features​

  • Personalized onboarding recommendations based on active products
  • Dynamic call-to-actions for essential setup tasks
  • Guided integrations for Google Business Profile, SMS registration, and customer imports

Training videos​

  • Unbranded welcome video: Provides a quick overview of Business App value and how to connect social accounts
  • Walkthrough video: Plays for first-time users and highlights dashboard features, key products, and reporting

Language customization​

Users updating their own language​

  1. Log into Business App
  2. Click their profile name (top right)
  3. Select the current language and pick a new option

Admin-assisted updates​

  1. Go to Partner Center → Accounts → Manage Users
  2. Open the three-dot menu beside the user
  3. Choose Edit User
  4. Set the preferred language and click Update User
tip

If the browser language differs from the selected Business App language, users see a prompt asking which to use.

Product pinning and organization​

Help power users surface favorite products quickly:

  1. Open the My Products tab
  2. Click the pin icon beside the desired products
  3. Pinned products move to the top of the Products card, navigation, and the My Products page
  4. The first four pinned items appear on the dashboard for fast access

Troubleshooting​

Branding problems​

  • Logo not showing: Clear browser cache, verify file upload completion
  • Wrong colors: Check Partner Branding settings, ensure changes were saved

User access issues​

  • Can't log in: Verify user is assigned to correct account
  • Missing features: Check user permissions and global tab settings
  • Wrong language: Update in user profile or Partner Center → Manage Users

Mobile experience​

  • Icon not appearing: Ensure shortcut icon uploaded in Partner Branding
  • Installation problems: Test both PWA (browser) and native app installation

FAQs​

How do I remove the onboarding video from the Business App dashboard?

Disable the walkthrough video by navigating to Partner Center → Administration → Customize Business App → Get Started and unchecking Display Onboarding Video.

Should I connect my social accounts in Business App first?

Yes. Connecting Facebook, Google Business Profile, or other social accounts inside Business App automatically shares those connections with products such as Social Marketing, Reputation AI, and Local SEO. Even if no products are active, the Marketing Funnel still displays insights sourced from connected accounts.

What do I do if my Google Business Profile is suspended?

Only the business owner can appeal a suspension. Share these steps with your client:

  1. Review the Google Business Profile guidelines
  2. Sign into Google Business Profile and correct any policy violations
  3. Request reinstatement using Google's form

If a reinstatement request is denied, contact Google support with storefront photos and company details to verify eligibility.