Self Service Onboarding in GHL Customer Care Listings guides first‑time users through entity setup, hours, publisher connections, attributes, and social links to activate quickly
5 min read1,133 words8 explained imagesUpdated Wed, 11 Mar at 7:04 AM
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Discover how Self Service Onboarding provides a guided, interactive flow to complete the most important setup tasks quickly. The onboarding widget shortens time-to-value, reduces confusion, and helps you activate Listings with confidence. Use this article to learn what the widget does, how it behaves across multiple entities, and the exact steps to finish setup.
Listings - Self Service Onboarding is an in‑app, step‑by‑step wizard inside the Listings dashboard that helps first‑time users finish essential setup actions. It appears for entities that still have incomplete requirements and remains visible until all required steps are completed for every incomplete entity in the sub‑account.
The goal of Self Service Onboarding is to ensure your business data is accurate and connected so Listings can publish consistently across supported directories. In Listings, an entity represents a business location or brand profile. Completing onboarding creates a reliable foundation for syncing to publishers and measuring performance.
Note: Listings Self Service Onboarding is available as part of the paid Listings feature. An active Listings subscription is required in the sub-account to access this onboarding experience
Key Benefits of Listings Self Service Onboarding
Prominent Dashboard Placement: Critical tasks stay visible on the Listings dashboard and in the entity view until you finish required steps.
Smart Prioritization: Entities with active subscriptions but incomplete forms are pushed to the top so you can focus on what matters first.
Progress Tracking: A simple status indicator (e.g., checkmarks/percent complete) shows how far you’ve gotten and what’s left.
Entity View Integration: Guidance appears inside each entity’s view when actions remain, so you can complete tasks in context.
Skip Option: You can temporarily skip a step and return later without losing overall progress.
Applicable Only for Incomplete Entities: Once all steps are completed for all entities, the onboarding widget disappears automatically.
How To Setup Listings Self Service Onboarding
Completing onboarding in the intended flow reduces errors and speeds up activation. Follow the steps below to locate the widget, complete each step, and verify full completion across all entities.
Find the onboarding widget:
Log in to your GHL Customer Care sub‑account.
Go to Reputation → Listings
Locate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time:
Step 3 of 6: Locate the Self Service Onboarding widget at the top of the Listings…What this shows Step 3 of 6: Locate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting:What this showsShows what this covers for step 3 of 6 in the "How To Setup Listings Self Service Onboarding" section of "Listings - Self Service Onboarding".This screenshot accompanies step 3 of 6 in the "How To Setup Listings Self Service Onboarding" section of "Listings - Self Service Onboarding". At this point in the walkthrough you locate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting. The next step is to click the Start Setup button in the widget to Initiate Entity Form, then proceed with Verify & Submit Business details Add Business Hours Connect Google & Facebook Add Business Services & Keywords Add Social media URLs Steps can be completed in any order; use Skip if you need to come back later.Step 3 of 6Image 1 of 8What this coversLocate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting:
Buttons and menus referencedSelf Service Onboardingsub‑accountReputation → ListingsStart SetupEntity FormSkip
Next stepClick the Start Setup button in the widget to Initiate Entity Form, then proceed with Verify & Submit Business details Add Business Hours Connect Google & Facebook Add Business Services & Keywords Add Social media URLs Steps can be completed in any order; use Skip if you need to come back later.All 6 steps in this procedure
Log in to your GHL Customer Care sub‑account.
Go to Reputation → Listings
Locate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting: this image
Click the Start Setup button in the widget to Initiate Entity Form, then proceed with Verify & Submit Business details Add Business Hours Connect Google & Facebook Add Business Services & Keywords Add Social media URLs Steps can be completed in any order; use Skip if you need to come back later.
For multi‑entity accounts, repeat remaining steps for each incomplete entity. The widget persists until all required steps are complete for every incomplete entity.
When onboarding is fully complete across all entities, the widget disappears automatically.
When re-visiting: Step 3 of 6: Locate the Self Service Onboarding widget at the top of the Listings…What this shows Step 3 of 6: Locate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting:What this showsShows what this covers for step 3 of 6 in the "How To Setup Listings Self Service Onboarding" section of "Listings - Self Service Onboarding".This screenshot accompanies step 3 of 6 in the "How To Setup Listings Self Service Onboarding" section of "Listings - Self Service Onboarding". At this point in the walkthrough you locate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting. The next step is to click the Start Setup button in the widget to Initiate Entity Form, then proceed with Verify & Submit Business details Add Business Hours Connect Google & Facebook Add Business Services & Keywords Add Social media URLs Steps can be completed in any order; use Skip if you need to come back later.Step 3 of 6Image 2 of 8What this coversLocate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting:
Buttons and menus referencedSelf Service Onboardingsub‑accountReputation → ListingsStart SetupEntity FormSkip
Next stepClick the Start Setup button in the widget to Initiate Entity Form, then proceed with Verify & Submit Business details Add Business Hours Connect Google & Facebook Add Business Services & Keywords Add Social media URLs Steps can be completed in any order; use Skip if you need to come back later.All 6 steps in this procedure
Log in to your GHL Customer Care sub‑account.
Go to Reputation → Listings
Locate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting: this image
Click the Start Setup button in the widget to Initiate Entity Form, then proceed with Verify & Submit Business details Add Business Hours Connect Google & Facebook Add Business Services & Keywords Add Social media URLs Steps can be completed in any order; use Skip if you need to come back later.
For multi‑entity accounts, repeat remaining steps for each incomplete entity. The widget persists until all required steps are complete for every incomplete entity.
When onboarding is fully complete across all entities, the widget disappears automatically.
Click the Start Setup button in the widget to Initiate Entity Form, then proceed with Verify & Submit Business details Add Business Hours Connect Google & Facebook Add Business Services & Keywords Add Social media URLs Steps can be completed in any order; use Skip if you need to come back later.
For multi‑entity accounts, repeat remaining steps for each incomplete entity. The widget persists until all required steps are complete for every incomplete entity.
When onboarding is fully complete across all entities, the widget disappears automatically.
Step 6 of 6: When onboarding is fully complete across all entities, the widget…What this shows Step 6 of 6: When onboarding is fully complete across all entities, the widget disappears automatically.What this showsShows what this covers for step 6 of 6 in the "How To Setup Listings Self Service Onboarding" section of "Listings - Self Service Onboarding".This screenshot accompanies step 6 of 6 in the "How To Setup Listings Self Service Onboarding" section of "Listings - Self Service Onboarding". At this point in the walkthrough you when onboarding is fully complete across all entities, the widget disappears automatically.Step 6 of 6Image 3 of 8What this coversWhen onboarding is fully complete across all entities, the widget disappears automatically.
Buttons and menus referencedsub‑accountReputation → ListingsSelf Service OnboardingStart SetupEntity FormSkip
All 6 steps in this procedure
Log in to your GHL Customer Care sub‑account.
Go to Reputation → Listings
Locate the Self Service Onboarding widget at the top of the Listings dashboard When visiting for the first time: When re-visiting:
Click the Start Setup button in the widget to Initiate Entity Form, then proceed with Verify & Submit Business details Add Business Hours Connect Google & Facebook Add Business Services & Keywords Add Social media URLs Steps can be completed in any order; use Skip if you need to come back later.
For multi‑entity accounts, repeat remaining steps for each incomplete entity. The widget persists until all required steps are complete for every incomplete entity.
When onboarding is fully complete across all entities, the widget disappears automatically. this image
Submit Entity Form
Submitting the entity form creates the business record Listings uses to publish to directories. Accurate, complete details here prevent publisher rejections and reduce downstream corrections.
Submit Entity Form (image 4 of 8)What this shows Legal business name and display name Address, phone, website Primary category (and optional additional categories) Basic profile details…What this showsIllustrates the "Submit Entity Form" section of "Listings - Self Service Onboarding".This screenshot appears in the "Submit Entity Form" section of "Listings - Self Service Onboarding". The text alongside this image reads: Legal business name and display name Address, phone, website Primary category (and optional additional categories) Basic profile details (e.g., description. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Publishing accurate operating hours prevents customer frustration and improves trust across major directories. Listings syncs your hours to supported publishers after onboarding.Image 4 of 8What this coversLegal business name and display name Address, phone, website Primary category (and optional additional categories) Basic profile details (e.g., description
Fields in this part of the guideLegal business name and display nameAddress, phone, websitePrimary category (and optional additional categories)Basic profile details (e.g., description
Next stepPublishing accurate operating hours prevents customer frustration and improves trust across major directories. Listings syncs your hours to supported publishers after onboarding.
Example values
Legal business name and display name
Priya Raman
Address, phone, website
https://northgatedental.com
Illustrative values showing the expected format. They are not read from the screenshot.
Publishing accurate operating hours prevents customer frustration and improves trust across major directories. Listings syncs your hours to supported publishers after onboarding.
How to add hours:
Open the onboarding widget and choose Add Business Hours.
Enter regular hours (and optionally add special/holiday hours if available in your account).
Save your changes; you’ll see the status update in the widget.
Note: Listings supports split hours for both Yext and Uberall engines.
Add Business Hours (image 5 of 8)What this shows Note: Listings supports split hours for both Yext and Uberall engines.What this showsIllustrates the "Add Business Hours" section of "Listings - Self Service Onboarding".This screenshot appears in the "Add Business Hours" section of "Listings - Self Service Onboarding". The text alongside this image reads: Note: Listings supports split hours for both Yext and Uberall engines. Immediately after, the guide continues: Connecting your Google Business Profile (GBP) and Facebook Page enables Listings to sync key location data and improves the accuracy of your public profiles. These are the most visible publishers for most businesses.Image 5 of 8What this coversNote: Listings supports split hours for both Yext and Uberall engines.
Buttons and menus referencedAdd Business HoursYextUberall
Next stepConnecting your Google Business Profile (GBP) and Facebook Page enables Listings to sync key location data and improves the accuracy of your public profiles. These are the most visible publishers for most businesses.All 3 steps in this procedure
Open the onboarding widget and choose Add Business Hours.
Enter regular hours (and optionally add special/holiday hours if available in your account).
Save your changes; you’ll see the status update in the widget.
Connect Google & Facebook
Connecting your Google Business Profile (GBP) and Facebook Page enables Listings to sync key location data and improves the accuracy of your public profiles. These are the most visible publishers for most businesses.
Prerequisites:
GBP Owner/Admin access for the location you’re connecting
Facebook Page Admin access for the Page you’re connecting
Browser pop‑ups enabled for the authentication flow
Steps:
From the widget, select Connect Google and complete the OAuth prompts with the correct Google account.
Select Connect Facebook and approve requested permissions for the intended Page.
Return to Listings and verify you see Connected status/badges for each publisher.
Connect Google & Facebook (image 6 of 8)What this shows From the widget, select Connect Google and complete the OAuth prompts with the correct Google account.What this showsIllustrates the "Connect Google & Facebook" section of "Listings - Self Service Onboarding".This screenshot appears in the "Connect Google & Facebook" section of "Listings - Self Service Onboarding". The text alongside this image reads: From the widget, select Connect Google and complete the OAuth prompts with the correct Google account. Select Connect Facebook and approve requested permissions for the intended Page. Return to Listings and verify you see Connected status/badges for each publisher. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Defining your services and relevant keywords improves search relevance across compatible publishers and helps customers understand what you offer.Image 6 of 8What to chooseFrom the widget, select Connect Google and complete the OAuth prompts with the correct Google account. Select Connect Facebook and approve requested permissions for the intended Page. Return to Listings and verify you see Connected status/badges for each publisher.
Fields in this part of the guideGBP Owner/Admin access for the location you’re connectingFacebook Page Admin access for the Page you’re connectingBrowser pop‑ups enabled for the authentication flow
Buttons and menus referencedConnect GoogleConnect FacebookConnected
Next stepDefining your services and relevant keywords improves search relevance across compatible publishers and helps customers understand what you offer.All 3 steps in this procedure
GBP Owner/Admin access for the location you’re connecting
Facebook Page Admin access for the Page you’re connecting
Browser pop‑ups enabled for the authentication flow
Add Services & Keywords
Defining your services and relevant keywords improves search relevance across compatible publishers and helps customers understand what you offer.
How to add:
Open the widget and select Add Business Services & Keywords.
Enter your primary services and relevant keywords that describe your business.
Save to reflect progress in the widget.
Add Services & Keywords (image 7 of 8)What this shows Open the widget and select Add Business Services & Keywords.What this showsIllustrates the "Add Services & Keywords" section of "Listings - Self Service Onboarding".This screenshot appears in the "Add Services & Keywords" section of "Listings - Self Service Onboarding". The text alongside this image reads: Open the widget and select Add Business Services & Keywords. Enter your primary services and relevant keywords that describe your business. Save to reflect progress in the widget. Immediately after, the guide continues: Linking official social profiles (e.g., Facebook, Instagram, LinkedIn, X) strengthens credibility and gives customers more ways to engage with your brand.Image 7 of 8Where to goOpen the widget and select Add Business Services & Keywords. Enter your primary services and relevant keywords that describe your business. Save to reflect progress in the widget.
Buttons and menus referencedAdd Business Services & Keywords
Next stepLinking official social profiles (e.g., Facebook, Instagram, LinkedIn, X) strengthens credibility and gives customers more ways to engage with your brand.All 3 steps in this procedure
Open the widget and select Add Business Services & Keywords.
Enter your primary services and relevant keywords that describe your business.
Save to reflect progress in the widget.
Add Social Media URLs
Linking official social profiles (e.g., Facebook, Instagram, LinkedIn, X) strengthens credibility and gives customers more ways to engage with your brand.
How to add:
Choose Add Social Media URLs in the widget.
Paste the full URLs for your business’s official profiles.
Save. The widget updates to show completion.
Add Social Media URLs (image 8 of 8)What this shows Choose Add Social Media URLs in the widget.What this showsIllustrates the "Add Social Media URLs" section of "Listings - Self Service Onboarding".This screenshot appears in the "Add Social Media URLs" section of "Listings - Self Service Onboarding". The text alongside this image reads: Choose Add Social Media URLs in the widget. Paste the full URLs for your business’s official profiles. Save. The widget updates to show completion. Immediately after, the guide continues: Ensuring the right access avoids failed connections and blocked steps. Confirm roles and permissions before starting.Image 8 of 8What to chooseChoose Add Social Media URLs in the widget. Paste the full URLs for your business’s official profiles. Save. The widget updates to show completion.
Buttons and menus referencedAdd Social Media URLs
Next stepEnsuring the right access avoids failed connections and blocked steps. Confirm roles and permissions before starting.All 3 steps in this procedure
Choose Add Social Media URLs in the widget.
Paste the full URLs for your business’s official profiles.
Save. The widget updates to show completion.
Roles, Permissions & Prerequisites
Ensuring the right access avoids failed connections and blocked steps. Confirm roles and permissions before starting.
Listings access: Users must have permission to view and edit Listings in the sub‑account.
GBP: Owner/Admin access for the Google Business Profile being connected.
Facebook: Admin access for the Facebook Page being connected.
Availability: Feature availability depends on your sub‑account’s country. See coverage details below.
Frequently Asked Questions
Q: Does the widget disappear when I finish one entity? No. The widget disappears only after all required steps are completed for all incomplete entities in the sub‑account.
Q: Do I have to complete the steps in order? No. You can complete steps in any order. Use Skip to defer a step and return later without losing progress.
Q: Do I need to connect both Google and Facebook? Connect the publishers prompted for your account. The step shows Connected for each successful link and Action Required for any pending connection.
Q: What if I don’t have a GBP or Facebook Page yet? Create the profile first, ensure you have Admin/Owner access, then return to Listings to connect. See the integration guide linked above for prerequisites.
Q: Will progress be saved if I leave and return later? Yes. Your progress is preserved, and the widget will reflect your current status when you come back.
Q: Why did the widget reappear after completion? If a previously connected publisher loses authorization (e.g., token expires) or required data is removed, the affected step may reopen until fixed.
