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Business App Overview

Business App is your client-facing dashboard that provides access to products, services, reporting, and communication tools – all under your brand. It serves as a central hub where your clients can access everything you provide, including automated proof-of-performance reporting and product management.

Get Started with Business App​

Business App Overview

Ready to set up Business App for your clients?

  1. Setting up Business App - Configure branding, features, users, and permissions.
  2. Demoing Business App to Clients - Learn how to walk clients through their dashboard.

What is Business App?​

Business App is your client-facing dashboard that transforms how clients interact with your services. This white-labeled platform consolidates all client touchpoints into a single, branded experience where customers can:

  • Access their personalized Executive Report with business analytics
  • Launch and manage their active products and services
  • Communicate directly with your team through integrated messaging
  • Purchase additional products through your branded store
  • Configure their online business profile and presence
  • Monitor performance across multiple business locations

Why is Business App Important?​

Business App transforms client relationships by centralizing all interactions and services in one branded platform. The platform streamlines client onboarding, improves engagement rates, and helps convert prospects into paying customers through guided workflows and value demonstration.

Key Benefits:

  • Unified Client Experience - All services accessible through one branded dashboard
  • Increased Engagement - Centralized communication and service management
  • Professional Branding - Fully customizable white-label solution
  • Scalable Growth - Built-in store and acquisition tools
  • Multi-Location Support - Manage multiple business locations seamlessly

What Your Customers Can Do​

In Business App, your customers can:

What's Included​

Core Features​

Communication & Customer Management​

  • Conversations - Unified messaging, chat, email, SMS, and social media management
  • CRM - Contact management, forms, opportunities, and sales pipeline
  • Campaigns - SMS and email marketing campaigns

Analytics & Reporting​

E-commerce & Sales​

  • Store - Client-facing product and service marketplace and configuration

Administration & Configuration​

Automation & Efficiency​

Getting Help​

For additional resources and detailed configuration guides:

Developer Resources​

For partners building custom integrations or extending Business App functionality:

Each Business App module is designed to integrate seamlessly with your existing client management workflows. Click on any section above to learn more about specific features, setup requirements, and configuration options.

Frequently Asked Questions​

Setup & Configuration​

How do I set up branding and customize Business App for my clients?

To configure Business App branding and customization:

  1. Configure Partner Branding:

    • Go to Partner Center > Administration > Partner Branding
    • Upload your logo and customize the domain
    • Set a shortcut icon for mobile web app installation
    • Configure market-specific branding if needed

  2. Customize Features and Access:

    • Navigate to Partner Center > Administration > Customize Business App
    • Enable or disable specific tabs and features
    • Configure the Get Started page and onboarding video settings
    • Set default notification preferences

For detailed setup instructions, see our comprehensive setup guide.

How do I control which tabs and features are available to clients?

You can customize tab access in two ways:

For Individual Users:

  1. Go to Partner Center > Accounts > Manage Users
  2. Select users to modify
  3. Click Bulk Update x Users
  4. Configure tab access permissions

For Global Settings:

  • Navigate to Partner Center > Administration > Customize Business App
  • Toggle pages on and off for all Business App accounts

Available tabs include: Home, Conversations, CRM, Campaigns, Executive Report, My Products, Store, Automations, and Administration.

How do I remove the onboarding video from the Business App dashboard?

To disable the Business App walkthrough video:

  1. Go to Partner Center > Administration > Customize Business App > Get Started
  2. Uncheck Display Onboarding Video
  3. Save your changes

This prevents the onboarding video from displaying to your clients on their dashboard.

Mobile App & Access​

How do clients install the Business App mobile app?

Clients can install the Business App mobile app from:

iOS Devices:

  • Download "BusinessApp.io" from the Apple App Store
  • Login using their email and one-time password (OTP)
  • Select the correct partner account if multiple are available

Android Devices:

  • Download "BusinessApp.io" from Google Play Store
  • Login using email and OTP authentication
  • Choose their partner account during login

Progressive Web App (PWA):

  • Navigate to Business App URL in mobile browser
  • Follow device-specific "Add to Home Screen" prompts
Please note:

Market branding is not supported - the homescreen icon will utilize the all market logo.

Why am I not receiving the OTP email for mobile app login?

If you're not receiving OTP emails:

  • Check spam/junk folders
  • Verify email address is correct
  • Wait 2-3 minutes for delivery
  • Try resending the code
  • Ensure your email address is associated with a Business App account

If issues persist, contact support for assistance with account verification.

Why do I see multiple partner accounts when logging in?

This is normal if your email is associated with multiple partners. Simply select the correct partner account for your business. Partners may also see a Vendasta account (used for partner communications). Choose the account that corresponds to your business relationship.

Conversations & SMS​

Which countries can use SMS messaging in Business App?

SMS messaging in Business App is currently available for businesses located in the United States and Canada only. International businesses can use:

  • Web chat
  • Email messaging
  • Facebook Messenger
  • Instagram messaging
  • WhatsApp (where available)
How is a business assigned an SMS number?

When activating Conversations AI Pro, businesses automatically receive an SMS number:

  1. The system first attempts to assign a local number based on the business profile address
  2. If unavailable, a neighboring area number is assigned
  3. View the assigned number at Business App > Settings > Conversations Settings > Your SMS number
  4. Contact support for 800-number assistance if needed
Do US businesses need to register before sending SMS messages?

Yes, US-based businesses are required to register before sending SMS messages:

  • Registration can take several weeks to complete
  • Once registered, users receive a notification and can start messaging
  • Canadian businesses do not require registration

Integrations & Connections​

How do I connect external services and integrations to Business App?

Business App supports several integration types:

API-Key Based Integrations:

  1. Navigate to Administration > Connections
  2. Find the service you want to connect
  3. Enter your API key and follow setup instructions

SSO-Based Integrations:

  1. Go to the Connections tab
  2. Click Connect on the desired service
  3. Complete the Single Sign-On authentication process

Vendor-Managed Integrations:

  • Contact the vendor directly for setup
  • Follow vendor-specific documentation
  • Monitor status through Business App

Connection status indicators show: Connected, Connection Issue, or Pending.

Why is my integration showing a "Connection Issue" status?

Common causes and solutions for integration issues:

  • Invalid API Key: Verify the API key is correct and hasn't expired
  • Permissions: Ensure the API key has necessary permissions
  • Service Downtime: Check if the third-party service is experiencing outages
  • Authentication Expired: Re-authenticate your connection

Try disconnecting and reconnecting the integration. Contact the service provider or Vendasta Support if issues persist.

Store & Products​

How do clients purchase products through the Business App Store?

Clients can browse and purchase products directly from Business App:

  1. Navigate to the Store tab in Business App
  2. Browse available packages and products
  3. Click on any package to view details, pricing, and features
  4. Choose Contact Sales or Add to Cart depending on package settings
  5. Complete the purchase or inquiry process

The store displays all products and packages you've published with full marketing materials, pricing, and product details.

Can clients organize and favorite their products in Business App?

Yes, clients can pin favorite products for easier access:

  1. Navigate to the My Products tab
  2. Click the pin icon beside desired products
  3. Pinned products move to the top of the Products Card, Navigation, and My Products page
  4. The first four pinned items display on their dashboard

This helps clients with many products organize their most-used services.

Notifications & Email​

What types of email notifications does Business App send?

Business App sends two types of notifications:

Instant Emails (when available):

  • Business App activation and file uploads
  • New messages and reviews
  • Social media activity and leads
  • Website and domain status updates

Daily Digest Emails:

  • Summary of previous day's activity including messages, reviews, listings, social posts, and advertising updates

Partners control default notification settings, and clients can modify their preferences at Settings > Notification Settings.

How do clients manage their notification preferences?

Clients can customize their notifications:

  1. Click their name dropdown in Business App
  2. Select Edit Profile
  3. Go to Notification Settings
  4. Choose between instant emails, daily digest emails, or both
  5. Select specific notification types to receive

Partners can also set default notification preferences in Partner Center > Administration > Customize Business App.

Multi-Location Management​

How do clients switch between multiple business locations?

For clients with multiple locations:

  1. Switching Locations:

    • Click the business name in Business App
    • Choose the desired location from the dropdown
    • The interface updates to show data for that location

  2. Setting Default Location:

    • Select three dots next to the desired location
    • Choose Make default
    • This location will load automatically when accessing Business App
Should clients connect social accounts in Business App first?

Yes, connecting social accounts (Facebook, Google Business Profile) in Business App first provides several benefits:

  • Automatically connects accounts to other platform areas like Social Marketing, Reputation AI, and Local SEO
  • Enables valuable stats throughout Executive Report product sections
  • Powers Marketing Funnel data even without active products
  • Streamlines the overall setup process across multiple products

Troubleshooting​

What do I do if my Google Business Profile is suspended?

If a Google Business Profile is suspended:

  1. Review Requirements: Check Google's Business Profile guidelines
  2. Fix Issues: Update your profile to meet all guidelines requirements
  3. Request Reinstatement: Use Google's official form
  4. Appeal if Denied: Contact Google directly if incorrectly denied

Important: Submit only one request per account to avoid delays. Vendasta cannot appeal suspensions on behalf of businesses.

Why are some Business App features missing on mobile?

Not all web features are available on mobile yet:

  • Core communication and CRM features are prioritized
  • Some complex features open in mobile browser automatically
  • Additional features are added in regular updates
  • Current mobile features include: Home, Conversations, Executive Report, CRM, AI Workforce, Reputation AI, and Listings

Full mobile versions for remaining features are planned for future releases.

How do I troubleshoot login issues in Business App?

Common login troubleshooting steps:

Web App Issues:

  • Clear browser cache and cookies
  • Try an incognito/private browser window
  • Verify correct login URL for your partner
  • Check for browser compatibility issues

Mobile App Issues:

  • Ensure app is updated to latest version
  • Check OTP email delivery (including spam folders)
  • Verify correct partner selection during login
  • Restart app and try again

Contact support if issues persist after trying these steps.