Step 1: Navigate to the “My Business” or “Client Settings” section.
Find this in the main menu on the left-hand side of your dashboard.
Step 2: Click “Add New Client.”
You’ll be prompted to enter the client’s business name, industry, and location.
Step 3: Connect Accounts.
Link the client’s Facebook, Instagram, and Google accounts (if applicable). These integrations power data analysis and content insights. Admin access may be required.
Step 4: Fill in Business Details.
Add any relevant information about their target audience, services/products, competitors, or goals. The more details you add, the smarter the recommendations.
Step 5: Save & Confirm.
Once everything is filled out, hit “Save” to finalize the client setup. You can now access their dashboard to view performance and strategy suggestions.
Here is a video - https://www.loom.com/share/6adab18fd3ab41e0933825cbf3c7de89?sid=5beb2b1c-ae88-49db-a2a3-60f4f9f42b97
