Storyboards

Onboarding on Local

Rosa has just paid for Local. Dana Whitfield, her person at TownHum since her first post, takes her through onboarding.

Email · phone
From: Dana Whitfield, TownHum
Hi Rosa, welcome to Local. This week:
1. Give us manager access to your Google Business Profile
2. Tell us who approves posts and sends clips
3. Pick which replies go out without your yes
4. Your closures and the days nothing should post
5. The data processing agreement
Reply here, chat, or call me.

Dana writes from the helpdesk with this week's steps. Rosa can reach her by chat, email or phone.

TownHum · desktop · Accounts
Google Business Profile: add TownHum as Manager. You stay primary owner. Open Business Profile
Google Business Profile · People and access › Add
Email: access@townhum.com
Access: Manager ▾
Invite

She adds TownHum as manager in Google's own screen. TownHum never asks to own it. If a business has no profile, TownHum creates one in the owner's name.

TownHum · desktop · Business › People
Rosa Delgado · owner · approves, sends clips, grants
Add someone
Name: Marco Ruiz
Phone: (828) 555-0143
[x] Approves posts [x] Sends clips [ ] Grants access
Add

She adds Marco, her manager, to approve posts and send clips. He acts from the links in his texts and emails, with no account.

TownHum · desktop · Inbox › Replies without your yes
Which replies can go out once our reviewer passes them, without waiting for you?
[x] Hours and when you're open
[x] Prices, from your facts
[x] Your booking or order link
[x] Directions and parking
[x] Thanks for a 4 or 5 star review
Always waiting for you: questions only you can answer, complaints, reviews under 4 stars, and anything about injury, refunds, allergens or safety.
Save Stop all

She picks which kinds of reply go out on the reviewer's pass alone. The rest always wait for her yes, and she can stop this any time.

TownHum · desktop · Voice and facts › Key dates
Closed · Thanksgiving, Thursday 26 November
Closed · 24 to 26 December
Blocked day · nothing posts · 11 September
Key date · five years open · Saturday 14 November
+ Closure + Blocked day + Key date or special

She sets her closures, the days nothing posts, and a date worth a post.

TownHum · desktop · Accounts › Business Profile
4 fixes for your Business Profile
Add 6 photos of the counter and catering boxes · no suspension risk Yes Not now
Add a service: catering boxes for 10 · no suspension risk Yes Not now
Sunday hours to 8 AM to 2 PM, as on your site · can suspend the profile for 3 to 6 weeks Yes Not now
Add the category Bakery · can suspend the profile for 3 to 6 weeks Yes Not now

TownHum lists every fix to her profile, and says which ones could get it suspended. Each waits for her yes. She says yes to the photos, the service and the hours, and not now to the category.

TownHum · desktop · Accounts
Facebook Page · yours · TownHum: partner · who else has access: nobody
Instagram · yours · through the Page
Business Profile · you are primary owner · TownHum: manager · who else has access: nobody
History: Business Profile · 6 photos, a service and Sunday hours changed, on your yes

Her Accounts page shows each account as hers, the role TownHum holds, who else has access, and every change made.