My Business
Keep what GrowLocal knows about your business up to date.
What you can do
- Open your business profile
- Fill in or change a section
- Use what we found about your business
- Link an offer, or add a new one
- Link a note or a file
- Download your profile for an AI tool
- Put the areas you use most first
- Limit a form or schedule to your service area
How to open your business profile
- In the sidebar, press Settings (the gear next to My Business).
- The Business profile page opens on its Overview. You can also reach it from the Settings list: under Business, press Business profile.
On the left is the list of areas: Overview, then Your business, How you work, Offers & customers, Brand, Goals & limits and Online today, then Knowledge and What we found. Each area shows how complete it is. The Overview sums up what's known and, under Still to fill in, names the areas that are still thin; press one to open it.
How to fill in or change a section
You need to be able to edit the business. If an area shows Read only, you can look but not change it.
- Open your business profile.
- Open the area from the list on the left, for example How you work.
- The area reads as a sentence. Press a blank to fill it in, or press a detail that's already there to change it. Its field opens right under the sentence.
- Type or choose the new value, then press Done. To see every field at once, open All details under the sentence and change any row there.
- At the bottom of the page, a bar says how many changes aren't saved yet. Press Save changes, or Discard to drop them.
You'll see All changes saved, and Saved next to the area's title. Changes you haven't saved stay put while you open other areas; the area list marks those areas Unsaved.
To change your logo or brand colours, press Logo & brand colours under your business name. It opens Brand.
To change how your dashboard looks, open Settings, then Dashboard theme. Pick a theme, or open Customize to change its colours, corners and heading font, then press Save changes. Everyone in the business sees the same theme.
How to set address eligibility
- Open Your business, then All details and Address eligibility.
- Choose Add origin and radius, Add postcodes, or Add regions. You can keep several areas: an address matching any area qualifies.
- For a radius, enter your own confirmed latitude and longitude and choose Kilometres or Miles. These origins stay private; GrowLocal does not guess coordinates from your address.
- For postcodes or regions, enter the two-letter Country code, then each exact postcode or region code or name. Postcodes ignore case, spaces and hyphens; they do not match by prefix.
- Save your business details. In a form or schedule, choose its Service area address question to require a check before visitors send it.
Checking a visitor's address works only once GrowLocal has switched it on for your business. Until then, visitors see Unknown and a form or schedule limited to your service area cannot be sent. Leave No area restriction to keep the existing form or free schedule unchanged. Parcel size is not available.
How to use what we found
What we found lists details GrowLocal found about your business, each with where it came from. The area list shows how many are waiting, such as "6 to check".
- Open What we found.
- For one finding, press the tick to use it or the cross to set it aside.
- For several, tick the boxes beside them, then press Use these or Not these. You can pick up to 64 at a time.
- Review your changes opens and shows what will change in your profile. Press Make these changes (or Set them aside when you're only setting findings aside). Press Back to change your mind; nothing is saved until you confirm.
The area then says Saved. A finding you set aside isn't used; it doesn't mean the opposite is true.
How to link or add an offer
Offers and customer groups live in your tables in Data. Here you link the ones that describe your business.
- Open Offers & customers.
- Under Offers, press Link an offer. Search for it, then press Link.
- If the offer isn't in Data yet, press Add an offer instead. Type its name under What do you call it?, choose the list if you're asked Which list in Data, then press Add. It's added to that list in Data and linked here.
- Under Customers, press Link a customer group to link who you sell to the same way.
To remove one, press Unlink on its row, then Unlink again. It comes off your business profile but stays in Data.
How to link a note or a file
- Open Knowledge.
- Press Add, then choose A note from Data or A file from Drive.
- In Link a note, find the note and press Link. In Link a file, find the file and press Link this file.
The note or file appears in the list. To remove it, open its menu (⋯) and press Unlink; it stays in Data or Drive. A linked note is there for reference: it doesn't change any detail of your profile.
How to download your profile for an AI tool
- On the Business profile page, press ⋯ at the top right and choose Download for AI (.md). On a phone, press Download for AI (.md) under the list of areas.
- In Choose what to download, tick the areas you want. Tick Links to related items, without their contents to include your linked offers, notes and files as links only.
- Press Download selected.
You'll see Download started. and your browser saves a file called business-profile.md, ready to give to an AI tool. Notes, files, findings, passwords and facts taken from other sources are left out.
How to arrange this page
You need to be able to edit the business.
- On the Business profile page, press ⋯ at the top right and choose Arrange this page. On a phone, press Arrange this page under the list of areas.
- Choose an arrangement: Brand first or Operations first.
- Check the new order, then press Apply.
The area list changes order. Nothing you've filled in changes. To change it again, open Arrange this page and choose the other arrangement.
Types
- Brand first: Your brand and where you're online, right under the Overview
- Operations first: How you work and what you offer, right under the Overview
If something isn't working
- "Your business details did not load": press Try again. If it keeps happening, check your connection and reload the page.
- An area shows "Read only": you can see the business profile but not change it. Ask someone who manages the business to change your access, or to make the change.
- "You can't see what we found" (or the same for offers and customers, or notes and files): your access to this business changed. Ask someone who manages it if you need it back.
- "Some of these changed while you were looking. Check them and try again.": someone else decided some of these findings. Check the list as it is now and choose again.
- "This section changed since you opened it.": press Reload to see what changed. What you typed stays on screen; save again.
- The unsaved bar says a field needs a fix: the field is opened for you with what's wrong under it. Correct it and press Save changes again.
- "None of your lists in Data can take a new offer yet. Make one in Data first.": make a table for your offers in Data, then come back and press Add an offer.
- "Nothing to link yet" when linking an offer: close the picker and use Add an offer to make one here.
- A file from Drive is greyed out ("You need access to Drive to link a file."): ask someone who manages the business for access to Drive.
- "Nothing to check right now" in What we found: there's nothing waiting for you to decide.
- Arrange this page isn't in the ⋯ menu: only people who can edit the business can arrange it.
Limits
- Arranging the page only changes the order of the areas. The Overview always comes first and Knowledge and What we found always come last. Arrange this page offers only Brand first and Operations first, so it can't put the page back in its first order.
- Unlinking an offer, customer group, note or file removes only the link, never the item in Data or Drive.
- The download includes only the areas you choose. It never includes notes, file contents, findings or passwords.