My Business

Keep what GrowLocal knows about your business up to date.

What you can do

How to open your business profile

  1. In the sidebar, press Settings (the gear next to My Business).
  2. 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.

  1. Open your business profile.
  2. Open the area from the list on the left, for example How you work.
  3. 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.
  4. 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.
  5. 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

  1. Open Your business, then All details and Address eligibility.
  2. Choose Add origin and radius, Add postcodes, or Add regions. You can keep several areas: an address matching any area qualifies.
  3. 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.
  4. 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.
  5. 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".

  1. Open What we found.
  2. For one finding, press the tick to use it or the cross to set it aside.
  3. For several, tick the boxes beside them, then press Use these or Not these. You can pick up to 64 at a time.
  4. 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.

Offers and customer groups live in your tables in Data. Here you link the ones that describe your business.

  1. Open Offers & customers.
  2. Under Offers, press Link an offer. Search for it, then press Link.
  3. 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.
  4. 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.

  1. Open Knowledge.
  2. Press Add, then choose A note from Data or A file from Drive.
  3. 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

  1. 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.
  2. 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.
  3. 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.

  1. 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.
  2. Choose an arrangement: Brand first or Operations first.
  3. 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

If something isn't working

Limits