A zero-login setup lets your client hand you their Google Business Profile and approve every post without an account on your platform. They sign in once on Google from a link you send, then approve posts from an email link. You run everything else.
It is built for done-for-you services: you write or automate the posts, the client approves them from their inbox, and their profile stays active week after week.
Step 1: Send a Google connect link
Agency owners and sales agents can send a Customer Connect Link from three places.
- The location:
Connect -> Integrations -> Sources, clickGoogle, thenGet a customer connect link.Copyit, orSendit by email through your own email provider - A new customer: tick
Send Google Business Profile linkin the Create Customer window - Your CRM or signup flow: the agency API, with
send_google_connect_linkon customer create - A link works for 7 days and once. A new link for the same location replaces the old one
Step 2: The client signs in on Google
- The page names your agency and says what you will be able to do
- When their plan includes Publishing, it says the access covers reviews and posts, and that every post is approved by a person before it goes out
- They click
Sign in with Google, pick the business's listing, and see a short success page - Reviews, replies, auto-respond, Google performance metrics and posts all run on that one connection
Step 3: Turn on publishing
- One location:
Turn On Publishingon the Google card underConnect -> Integrations -> Sources, or on thePublishingtab underPosts -> Settings - Many locations:
Business -> Publishing,Turn On Publishing(on a running account,Review and Turn On), with each time zone and one approver per customer - Confirm the time zone. Turning publishing on posts nothing by itself
This is a customer-side screen. Because you are in your agency account, you can reach it two ways: go to Business -> Customers -> Manage Customers and click Open dashboard on the customer: you go into their dashboard with nothing locked, even features their plan hides, and a bar at the top shows whose dashboard you are in (handy for done-for-you setups or granting access beyond a plan); or choose View as customer on the same page to see their dashboard exactly as they see it, with their plan's limits. If your sidebar shows the Agency / Customer switcher, the Customer tab plus the location switcher is a shortcut to the same place.
Step 4: Choose done-for-you on the plan
- On the customer's plan, set
PublishingtoEnabledandWhat the customer can do themselvestoNothing: the agency does everything - The client sees no
Postsscreens. Their approvers still get every approval email - Set it on the plan itself, so it stays when the customer changes plan
Step 5: Add the client as an approver
Posts -> Settings,Approvals and Noticestab: add the client's address underApprovers. Up to 10 addresses per location- A new approver gets a short introduction with their first approval request
Send Me a Samplesends you the exact email they will get, marked Sample
This is a customer-side screen. Because you are in your agency account, you can reach it two ways: go to Business -> Customers -> Manage Customers and click Open dashboard on the customer: you go into their dashboard with nothing locked, even features their plan hides, and a bar at the top shows whose dashboard you are in (handy for done-for-you setups or granting access beyond a plan); or choose View as customer on the same page to see their dashboard exactly as they see it, with their plan's limits. If your sidebar shows the Agency / Customer switcher, the Customer tab plus the location switcher is a shortcut to the same place.
Step 6 (optional): Autopilot and the monthly summary
- Autopilot drafts a post on a schedule from the business facts and real photos, and sends each one to the approver
- The
Monthly summary of live postssends each location's notice addresses a branded list of last month's live posts on the 1st. Turn it on underBusiness -> Publishing,Playbook,Emails to Your Customers
What the client does, start to finish
| Moment | What the client does | Login to your platform |
|---|---|---|
| Connecting Google | Signs in on Google from your link and picks the listing | None |
| Approving posts | Approve, Approve All, Edit and Approve or Request Changes from the email | None |
| Pausing Autopilot | Pause Autopilot in any approval email | None |
| Stopping emails | Stop These Emails at the bottom of any email | None |