Customize Business App in Partner Center
Outcomes
✓ Rename, brand, and configure Business App from Partner Center
✓ Customize your favicon and add your logo
✓ Set up client accounts — Google, Facebook, Conversations AI, and CalendarHero
✓ Use the Executive Report for standalone proof-of-performance
Required Access
Partner Center admin access
Related Docs
This lab walks through every layer of Business App customization—from branding and naming to client account setup—so your SMB clients see a polished, personalized experience from day one.
Step 1: Customize your app name and branding (3 min)
Do
Business App is to your clients as Partner Center is to you. You can customize the Business App experience in a few different places inside Partner Center → Administration.
Partner Center → Administration → Customize Business App
The first thing you might want to customize is the name of your app. We love "Business App" because it's simple and all-encompassing—but you might have something different in mind! Navigate to edit Product Names to change what your clients see inside your app.
Hit the Apply Changes button before you close out the Business App settings tab to save your work!
To make the most of the client experience with Business App, consider customizing these features:
| Feature | What to Do |
|---|---|
| Tab and display settings | Toggle on and off. Rearrange display features within the app |
| The Executive Report | Covered in Step 5 of this lab |
| Onboarding campaigns | Send and configure welcome emails |
| Logo | Found under Partner Branding |
| Add products to your Store | Give clients access to the apps you provide |
Install Business App as a progressive web app on your mobile phone.
Step 2: Add your favicon (2 min)
Do
Partner Center → Administration → Partner Branding
A favicon is a tiny icon that users see when they are inside your store or website. You see them in your navigation bar in online spaces. Upload your own logo to act as a favicon to level up your branded experience.
Step 3: Add products to your Store (2 min)
Do
Partner Center → Marketplace → Discover Products → Search
Quickly add new products and services—or those product-adjacent to what you currently offer—to your Store. This allows your local business clients to put in orders and purchase only those apps you provide them access to.
Step 4: Set up your client accounts (5 min)
Do
To get the most out of Business App, your clients can integrate accounts such as Google Business Profile, Facebook, and Google Search Console, activate a free SMS number, and set up meetings through Meeting Scheduler.
Whether you take a DIFM (do-it-for-me) or DIY (do-it-yourself) approach, you need to know how to navigate the space so you can enable your clients to operate without your guidance. Unless you have admin access, they will be the ones to set up the following.
Connect accounts
Connect a variety of accounts that unlock useful features. The most important are Facebook and Google Business Profile. Connecting these unlocks:
- Responding to reviews
- Scheduling social posts
- Seeing your marketing funnel
- Access to automatically-updated reporting
Set up and explore Conversations AI
Claim your SMS number by sending your first message. After that, you'll own a number that consolidates customer data and allows you to communicate from one centralized hub.
Conversations AI offers:
- Consolidated customer communication — Combine multiple messaging channels into one hub in Business App
- Hub for teams to collaborate — All employees manage customer communication from the same place. Scale sales and support with full transparency
- Customer ownership — You own your customer data, not Facebook or Google. Information is stored centrally. Customers aren't lost when employees leave
Connect using CalendarHero
CalendarHero streamlines meeting scheduling. No more switching tabs or apps to book a meeting, check your calendar, or learn about meeting guests. CalendarHero syncs with your calendar and shows an overview of active meeting requests or upcoming meetings.
Your Personal Scheduling Link is a public URL you can share for anyone to book a meeting with you. Add it to email, SMS, chat, or web lead forms.
Configure Default Meetings: name, link, duration, lead time, and meeting instructions. Click Save to create a shareable link. Add Invitee Questions to request additional information for easier meeting prep.
Connect to QuickBooks
Connect QuickBooks for integrated billing and financial workflows. See the Resource Center for full walkthroughs.
Step 5: Use the Executive Report (3 min)
Read
The Executive Report can be used solo inside Business App to demonstrate proof-of-performance reporting to your clients. Though it works together with the Snapshot Report to start and nurture conversations with prospects and clients, it does not need to be used only in tandem with it.
You customize Business App: rename it "Acme Digital Hub," add your favicon, toggle on the tabs your SMBs need, and add Listings, Reputation, and Social to your Store. You walk a new client through setup: they connect Google and Facebook (reviews, social, reporting unlock). They claim their SMS number in Conversations AI. They add their CalendarHero link to their email signature. They're set up. You send the Executive Report monthly for proof of performance.
Key Resources
Knowledge Check
Knowledge Check
Test your understanding with 5 random questions from a pool of 5.