Reopening your onboarding steps from Settings

In this article, you'll learn how to reopen any of your onboarding steps after setup is done. That's handy when you want to change an answer, pick a different Google listing or hook up Facebook later.

To open your onboarding steps:

  1. In the dashboard menu, find the Support group and click Settings. It opens on Notifications, and the Settings sub-items unfold under it.
  2. Click Onboarding.

Onboarding always opens on Your business, the first step. Once it's open, every step for your plan is listed under Onboarding in the menu.

Note: This is only in the web dashboard. The phone app doesn't have it. On a phone-sized browser, tap the menu button in the top-left corner first; the drawer shows every sub-item already expanded.
Settings › Onboarding with every setup step listed under it in the menu
Settings › Onboarding with every setup step listed under it in the menu

What's in the list

You'll only see the steps that apply to your plan, so your list may be shorter than this:

  • Your business
  • CRM
  • Phone
  • Facebook & Instagram
  • Review Replies
  • Contacts
  • Leads & bookings
  • Chat
  • Services & cities
  • Searches
  • Photos & videos
  • Agreements
  • Onboarding call

Each one opens right inside the dashboard. There's no welcome screen like the first time, and your menu stays on the left the whole time.

Jumping to a step

  1. Click the step's name in the menu.
  2. Make your changes on that screen.

You don't have to go in order. Click whichever step you need.

Moving between steps

Each screen has the same buttons you used during setup:

  • Continue saves the screen and moves you to the next step.
  • Back takes you to the step before. The first step doesn't have one.

As you move, the highlight in the menu moves with you, so you can always see where you are.

Tip: On some steps Continue stays grayed out until the screen has what it needs. On Your business that means every field filled in, including a nine-digit EIN. On Facebook & Instagram it means Facebook is connected, or you click Not now instead.
Note: Continue on Onboarding call goes to a short thank-you screen, which isn't in the menu. Reaching it is what marks your setup finished.
Moving through onboarding steps from Settings

Reconnecting Google

  1. Click Your business in the menu.
  2. Next to Google connected, click Change.
  3. Pick your listing again and click Continue. To use another Google account, click Different Google account, or click Back to reach the connect screen.
  4. On the connect screen, click Connect Google (or Connect a different Google account if one is already connected) and follow Google's window.

Connecting or reconnecting Facebook

  1. Click Facebook & Instagram in the menu.
  2. Make sure at least one of the switches is on: Post 5-star reviews or Daily content posts. With both off, the connect button is disabled.
  3. Click Connect Facebook and follow Facebook's window. If you manage more than one Page, pick one under Which Page?.
  4. Once it says Posting to your Page, click Continue. To swap Pages later, click Change next to it. To leave it for now, click Not now.

Changing an answer

Open the step, change what you need and click Continue to save it. The rest of your setup stays as it was.

Getting help on a step

The Need a hand? button sits in the bottom-right corner of every step, just like it did during setup. Click it to open the Setup guide, type a question about the screen you're on, and click Send. There are a few suggested questions to tap as well. The guide explains things and points you to the right button, but it doesn't change anything for you. Click Close to put it away.

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