Your business profile is essential for creating a professional online presence and ensuring your customers can easily find and contact you. Follow these step-by-step instructions to complete your business profile setup.

Accessing Your Business Profile Settings

1. Log into your Growth99 platform using your credentials

2. Click on your photo icon located at the top of the screen

3. Click the dropdown arrow (carrot) next to your photo to open the menu

4. Select "Business Settings" from the dropdown menu

5. Click on "Business Profile" to access your profile settings

Completing Your Business Profile

Once you're in the Business Profile section, you'll see several expandable sections that need to be completed. Each section contains important information that will be displayed to your customers.

Details Section

Business Logo

• Click the upload area to add your business logo

• You can either click to browse files or drag and drop your logo image

• Accepted formats: SVG, PNG, JPG, or GIF

• Maximum size: 800x400 pixels

• Choose a high-quality logo that represents your brand professionally

Business Name (Required)

• Enter your complete business name exactly as you want it to appear to customers

• This will be displayed prominently on your online presence

Subdomain Name (Required)

• Create a unique subdomain for your business (this will be part of your web address)

• Use lowercase letters and avoid spaces or special characters

• Keep it simple and memorable for your customers

Contact Information Section

Email Address

• Enter your primary business email address

• This will be used for customer inquiries and communications

• Ensure this email is actively monitored

Phone Number

• Enter your business phone number including country code

• Format: +1 followed by your 10-digit number (for US numbers)

• This number will be displayed for customers to contact you directly

Configuration Section

Show pop-up of notes on patient details

• Toggle this setting based on your preference for displaying patient notes

• Consider your workflow and privacy requirements when making this decision

Show patient details on single page

• Enable this if you prefer to view all patient information on one consolidated page

• This can improve efficiency for staff managing patient records

Refund Policy Section

Is payment refundable?

• Check this box if you offer refunds for canceled appointments

• This setting affects how cancellations are handled in your system

Cancellation Time Frame

• Enter the number of hours before an appointment when refunds are still available

• Common settings range from 24 to 48 hours

• Consider your business needs and industry standards

Refund Percentage

• Enter the percentage of the paid amount you'll refund for qualified cancellations

• Enter a number between 0 and 100

• Consider partial refunds (like 50% or 75%) to balance customer satisfaction with business protection

Tracking Details Section

Scripts in Header

• Add any tracking codes that need to be placed in the HTML header

• Common examples include Google Tag Manager, Google Analytics, or Facebook Pixel codes

• Copy and paste the complete code exactly as provided by the tracking service

Scripts in Body

• Add tracking scripts that need to be placed in the body section

• Include the noscript versions of tracking codes here

• Ensure all code is properly formatted

Scripts in Thank You Page

• Add conversion tracking codes that should fire when customers complete actions

• These typically include purchase confirmation or lead generation tracking

• Test these codes to ensure they're working properly

Important Tips

• Double-check all information before saving, as this information will be visible to your customers

• Use professional language in all fields, as this represents your business

• Keep contact information current and ensure all phone numbers and email addresses are actively monitored

• Test your refund policy settings to ensure they align with your business practices

• Verify tracking codes are working properly after implementation

Finalizing Your Setup

Once you have completed all sections of your business profile:

1. Review all entered information for accuracy

2. Ensure all required fields (marked with *) are completed

3. Click "Save Changes" to save your business profile settings

Your business profile is now complete and will be used across your Growth99 platform to provide a consistent, professional experience for your customers.

Additional Business Settings Configuration

After completing your business profile, you'll have access to additional business settings that help optimize your Growth99 experience. Each section should be configured to match your business needs.

Brand Personalization

Customize Your Brand Colors

• Navigate to Personalization from the Business Settings menu

• Choose from pre-designed color themes or create custom colors

• Customize Foreground Button color (for button text and icons)

• Set Background Button color (for button backgrounds)

• Define Title Color for headings and titles

• Preview your changes in real-time using the Form Preview

• Remember: Use high contrast combinations for better readability

• Click "Save Changes" to apply your brand colors

Location Management

Setting Up Your Business Locations

• Click Locations in the Business Settings menu

• Click "+ Add Location" to create a new location

• Complete the 4-step location setup process:

Step 1: Location Details

• Enter Clinic Name (exactly as it should appear to customers)

• Add Contact Number (including country code)

• Select appropriate Timezone for the location

• Provide complete Address information

• Write an About Location description

• Select your business Currency

• Click "Next" to continue

Step 2: Business Hours

• Set operating hours for each day of the week

• Configure special holiday hours if needed

• Click "Next" to proceed

Step 3: Configuration

• Set location-specific settings and preferences

• Click "Next" to continue

Step 4: Gift Cards and Links

• Configure gift card options and promotional links

• Click "Save Changes" to complete location setup

Service Categories

Organizing Your Services

• Access Categories from the Business Settings menu

• Click "+ Add Category" to create new service categories

• Enter Category Name (e.g., "Laser Treatments", "Skin Care & Rejuvenation")

• Select which Clinics this category applies to

• Use the search function to find and select multiple locations

• Click "Save" to create the category

Service Setup

Adding Your Services

• Navigate to Services in the Business Settings menu

• Click "+ Add Service" to create a new service

• Upload a Service Image (SVG, PNG, JPG, or GIF, max 800x400px)

• Enter Service Name (clear and descriptive)

• Select Clinics where this service is available

• Choose Service Duration from the dropdown

• Assign Service Category (must be created first)

• Set Service Cost (enter numerical value)

• Click "Save" to add the service

Contact Settings

Configuring Communication Preferences

• Click Contact Settings in the Business Settings menu

• Set up automated communication templates

• Configure appointment reminders and confirmations

• Click "Save Changes" to apply settings

Social Media Integration

Connecting Your Social Accounts

• Go to Social Media Integration in Business Settings

• Instagram Integration: Click "+ ADD ACCOUNT" to connect your Instagram business account

• Facebook Integration: Currently marked as "Currently Unsupported"

• Social media integration allows you to manage direct messages within Growth99

• Save your connected accounts

Email & SMS Usage Monitoring

Managing Communication Quotas

• Access Email & SMS Usage from Business Settings

• Monitor your current plan usage (displays as "$0 / pack" for current plan)

• Track Email Quota and SMS Quota remaining

• View Total Emails and Total SMS sent

• Click "Buy Pack" if you need additional communication credits

• No save required - this is a monitoring dashboard

Email Opt-Out Management

Handling Unsubscribe Requests

• Click Email Opt Outs in Business Settings

• Review contacts who have unsubscribed from communications

• Manage compliance with email marketing regulations

• No save required - this is a review-only section

Payment Processing Setup

Configuring Stripe Payments

• Navigate to Stripe Payment Setup in Business Settings

• Click "Connect" to link your Stripe account

• Important: If not connected, payments will route to the default Growth99 Stripe account

• For refund assistance, contact the Accounting Team via the provided link

• Connection saves automatically once completed

API Integration

Setting Up External Integrations

• Access API Log from Business Settings

• Toggle "Enable API" if you need external system integration

• Enter your API URI (complete https:// URL)

• Select the appropriate Business Form from dropdown

• This allows external systems to communicate with Growth99

• Click "Save Changes" to activate API integration

Important Navigation Tips

• Always save your changes before moving to the next section

• Use the "Reset Changes" button if you need to undo modifications

• The Business Settings menu shows all available sections:

• Business Profile

• Personalization

• Locations

• Categories

• Services

• Contact Settings

• Social Media Integration

• Email & SMS Usage

• Email Opt Outs

• Stripe Payment Setup

• API Log

Finalizing Your Complete Setup

After configuring all relevant sections:

1. Review each completed section for accuracy

2. Test customer-facing elements (booking forms, payment processing)

3. Verify all integrations are working properly

4. Train your team on the new system settings

5. Keep your Growth99 system updated with any business changes

Remember to save changes in each section before moving to the next one. Your Growth99 platform is now fully configured to provide a professional, branded experience for your customers.

Need Help?

If you encounter any issues while setting up any aspect of your business settings or have questions about specific configurations, please contact Growth99 support at support@growth99.com for assistance.