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What is Listings Self Service Onboarding?

Listings Self Service Onboarding is an interactive, step-by-step guide within your CRM's Listings dashboard. It is designed to help new users quickly complete essential setup tasks for their business locations or brand profiles, known as entities. The widget appears for any entity that has incomplete setup requirements and remains visible until all necessary steps are finished for every entity in your sub-account. This ensures your business data is accurate and properly connected, allowing Listings to publish consistently across supported directories.

Note: This feature is part of the paid Listings subscription. An active Listings subscription in your sub-account is required to access the onboarding experience.

Key Benefits of Listings Self Service Onboarding

Prominent Dashboard Placement: Critical tasks remain visible on the Listings dashboard and within each entity view until completed.
Smart Prioritization: Entities with active subscriptions but incomplete forms are highlighted at the top, helping you focus on the most important tasks first.
Progress Tracking: A clear status indicator shows your completion progress and what steps remain.
Entity View Integration: Guidance appears directly within each entity's view when actions are pending, allowing you to complete tasks in context.
Skip Option: You can temporarily skip a step and return to it later without losing overall progress.
Automatic Completion: The widget disappears once all steps are completed for all entities.

How To Set Up Listings Self Service Onboarding

Completing the onboarding flow reduces errors and accelerates activation. Follow these steps to locate the widget and finish setup.

Navigate to Reputation → Listings in your CRM sub-account. The Self Service Onboarding widget appears at the top of the Listings dashboard.

For first-time visitors: Click the Start Setup button to begin.
For returning visitors: The widget will display your current progress.

Complete the Steps

The onboarding process includes these key actions, which can be completed in any order:

Submit Entity Form
Add Business Hours
Connect Google & Facebook
Add Services & Keywords
Add Social Media URLs

Use the Skip option if you need to pause and return later. For accounts with multiple entities, repeat the remaining steps for each incomplete entity. The widget will persist until all required steps are complete for every entity, then disappear automatically.

Submit Entity Form

This step creates the business record Listings uses to publish to directories. Providing accurate details here helps prevent publisher rejections and reduces future corrections. You will need to enter information such as legal business name, display name, address, phone number, website, primary category, and basic profile details.

Add Business Hours

Publishing accurate operating hours improves customer trust and prevents frustration. Listings syncs these hours to supported publishers after onboarding. To add hours, open the widget, choose Add Business Hours, enter regular hours, and optionally add special or holiday hours if available. Save your changes to update the widget status.

Connect Google & Facebook

Connecting your Google Business Profile and Facebook Page allows Listings to sync location data and enhance profile accuracy. These are key publishers for most businesses.

Prerequisites:

Owner or Admin access to the Google Business Profile location.
Admin access to the Facebook Page.
Browser pop-ups enabled for authentication.

Steps:

Select Connect Google from the widget and complete the OAuth prompts with the correct Google account.
Select Connect Facebook and approve the requested permissions for the intended Page.
Return to Listings and verify that both show as Connected.

Add Services & Keywords

Defining services and keywords improves search relevance and helps customers understand your offerings. Open the widget, select Add Business Services & Keywords, enter your primary services and relevant keywords, and save to update progress.

Linking official social profiles (e.g., Facebook, Instagram, LinkedIn, X) strengthens credibility and provides more engagement options for customers. Choose Add Social Media URLs in the widget, paste the full URLs for your business profiles, and save. The widget will reflect completion.

Roles, Permissions & Prerequisites

Ensure proper access to avoid connection failures or blocked steps:

Users must have permission to view and edit Listings in the sub-account.
For Google Business Profile, Owner or Admin access is required for the location.

Listings Self Service Onboarding