---
title: My Business
customers-call-it: feature
url: /docs/features/business-profile
---

# My Business

Keep what GrowLocal knows about your business up to date.

## What you can do

- [Open your business profile](#how-to-open-your-business-profile)
- [Fill in or change a section](#how-to-fill-in-or-change-a-section)
- [Use what we found about your business](#how-to-use-what-we-found)
- [Link an offer, or add a new one](#how-to-link-or-add-an-offer)
- [Link a note or a file](#how-to-link-a-note-or-a-file)
- [Download your profile for an AI tool](#how-to-download-your-profile-for-an-ai-tool)
- [Put the areas you use most first](#how-to-arrange-this-page)
- [Limit a form or schedule to your service area](#how-to-set-address-eligibility)

## 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](#how-to-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.

## 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.

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.

## How to link a note or a file

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

- [Brand first](/docs/features/business-profile/presets/brand-first-profile): Your brand and where you're online, right under the Overview
- [Operations first](/docs/features/business-profile/presets/operations-first-profile): 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.