Adding Your First Business & Profile

Every piece of work happens in the context of a Business (the client) and one or more Profiles (their Google Business Profile locations). This page walks you through adding both for the first time.

The mental model

• Business = the company. "Joe's Plumbing, LLC."
• Profile = a single Google location for that company. "Joe's Plumbing — Austin, TX." Joe's Plumbing with three trucks at three addresses = three profiles, one business.
• Contact = a person at the business — owner, manager, billing contact.

You add the business first, then attach profiles to it.

Adding a Business

1. Sidebar → Businesses → Add Business.
2. Fill in:
   • Name (legal/operating name)
   • Industry / category (helps AI generate accurate content)
   • Website
   • Phone
   • Primary contact (optional — you can add contacts later)
   • Internal notes — visible only to your team, not the client.
3. Click Save.

You'll land on the Business Detail page with tabs:

• Overview — at-a-glance stats and pending items
• Profiles — Google Business Profiles attached
• Contacts — people at the business
• Cases — active and closed work
• Documents — uploaded files (intake responses, brand assets)
• Billing — invoices for this business (if your agency invoices per client)

Attaching a Profile

You can add a profile two ways: import from Google (recommended) or add manually.

Import from Google (recommended)

1. From the business's Profiles tab → Import from Google.
2. The platform opens an OAuth window. Sign in with the Google account that manages the business profile.
3. Select the location(s) you want to attach to this business.
4. Click Import.

The platform pulls everything from Google in seconds:

• Business name, address, phone, website
• Category and attributes
• Hours
• Existing reviews
• Existing photos
• Current verification status

You'll see the profile appear with status active or pending_verification or suspended depending on what Google reports.

Add manually

If you don't have OAuth access yet (waiting on the client to grant Manager access), you can stub the profile:

1. Profiles tab → Add Manually.
2. Enter the business name, address, and category.
3. Save.

You won't be able to publish posts or read reviews until OAuth is connected, but you can at least track that the profile exists, run draft content, and prep work.

Profile statuses, explained

Status	Meaning	What to do
active	Profile is verified and posting works.	Nothing — you're good.
pending_verification	Google hasn't fully verified yet (postcard, video, phone call).	Nudge the client to complete verification.
suspended	Google flagged the profile.	Open a Google Business Profile support ticket; meanwhile review profile content for policy violations.
disabled	Closed temporarily or permanently.	Check with the client.
unknown	Google's API didn't return a definitive state on the last check.	The platform retries on the next monitor cycle. If it persists, check the Google integration.

If the Google integration itself becomes unhealthy (token revoked or expired), the platform surfaces that separately — see Settings → Integrations to reconnect.

The dashboard shows "Suspended X days" so you can see how long a profile has been stuck — useful for prioritization.

Profile Groups

Once you have several profiles, group them for batch operations and reporting:

1. Profile Groups → Create Group.
2. Name it (e.g. "East Coast Locations," "Plumbing Vertical").
3. Pick the profiles to include.

Groups let you:

• Run a single report covering multiple locations.
• Schedule the same post across many locations at once.
• Apply a brand profile to all members at once.

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🚧 Coming Soon — vote at /roadmap

Bulk CSV import of businesses: upload a CSV with name, address, phone, website, category, primary_contact_email and have the platform create businesses (and OAuth-attach profiles where possible) in one shot. Useful when migrating dozens of clients in from another tool.

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Next: Connecting Google Accounts