Onboarding Process
Complete walkthrough of GMBMantra's guided setup experience
Onboarding Overview
GMBMantra's onboarding process is designed to get you up and running quickly while ensuring your account is properly configured for optimal performance. The entire process typically takes 3-5 minutes and handles all the technical setup automatically.
Smart Onboarding
The system automatically detects your business type, location count, and existing data to customize the onboarding experience specifically for your needs.
5-Step Onboarding Process
Welcome & Introduction
Brief introduction to GMBMantra's capabilities and what to expect during setup.
Overview of features and benefits you'll gain access to
Permission Verification
Confirms that your Google Business Profile connection is working correctly.
- • Google OAuth connection status
- • Business Profile access permissions
- • API quota and rate limit availability
- • Account authentication validity
Location Discovery & Sync
Automatically discovers and imports all your verified business locations.
- • Location details and contact info
- • Business hours and special hours
- • Service areas and categories
- • Photos and business attributes
- • Customer reviews and ratings
- • Performance metrics and insights
- • Recent posts and updates
- • Q&A and customer messages
Active Location Selection
Choose which locations you want to actively monitor and manage.
The number of active locations depends on your plan. You can always change which locations are active later.
Setup Complete
Final confirmation and redirect to your personalized dashboard.
Your dashboard will show initial data immediately, with full synchronization completing within 5-10 minutes in the background.
Behind the Scenes
Automatic Data Processing
Immediate Processing
- Location data import and validation
- Basic performance metrics calculation
- Initial dashboard setup and configuration
- User preferences and settings initialization
Background Processing
- Historical review data analysis
- Performance trend calculation
- AI recommendation generation
- Competitive benchmarking setup
Data Quality Assurance
- • Validation Checks: All imported data is verified for accuracy and completeness
- • Duplicate Detection: System identifies and handles duplicate locations or data
- • Error Handling: Graceful handling of API limits and temporary connection issues
- • Data Sanitization: Cleaning and formatting of business information for consistency
First-Time User Experience
Immediate Dashboard Access
As soon as onboarding completes, you'll see your dashboard with initial data populated:
Available Immediately
- • Basic business information cards
- • Location selection and status
- • Recent review summaries
- • Current performance snapshot
Populating Shortly
- • Historical performance charts
- • AI-generated recommendations
- • Competitive insights
- • Advanced analytics features
Guided Next Steps
After onboarding, you'll see helpful hints and suggestions to get the most out of GMBMantra:
- • Interactive dashboard tour highlighting key features
- • Suggestions for optimizing your business profile
- • Quick actions to respond to recent reviews
- • Links to relevant documentation and help resources
Customized Onboarding
GMBMantra adapts the onboarding process based on your business profile and needs:
Single Location
- • Streamlined setup process
- • Focus on individual location optimization
- • Simplified dashboard layout
- • Local market insights emphasized
Multiple Locations
- • Bulk location management tools
- • Multi-location comparison features
- • Centralized review management
- • Performance benchmarking setup
Enterprise/Franchise
- • Advanced user role configuration
- • Custom reporting setup
- • Brand consistency monitoring
- • Automated workflow creation
Onboarding Troubleshooting
Common Issues
Onboarding Stuck on Permission Check
- • Ensure you granted all requested permissions during Google OAuth
- • Try refreshing the page and restarting onboarding
- • Check if your Google Business Profile account has proper access
- • Verify your business locations are verified in Google Business Profile
No Locations Found During Discovery
- • Confirm you're using the correct Google account that manages your business
- • Ensure your business locations are claimed and verified
- • Check that locations are published, not in draft status
- • Wait a few minutes and try the sync again
Sync Taking Too Long
- • Large amounts of historical data may take several minutes to process
- • You can skip and complete sync in the background
- • Check your internet connection for stability
- • Contact support if sync fails repeatedly
Getting Help
- • Use the help chat widget in the bottom-right corner during onboarding
- • Email support with your account details and error description
- • Check the troubleshooting documentation for detailed solutions
- • Schedule a support call for complex setup issues
Restarting Onboarding
If you need to restart the onboarding process or run it again for new locations:
From Settings
- 1. Go to Settings → Account
- 2. Click "Re-run Onboarding"
- 3. Choose full setup or location sync only
- 4. Follow the guided process
What's Preserved
- • Your account settings and preferences
- • Existing location data and analytics
- • Custom configurations and notifications
- • Historical performance data