CMS Onboarding Pre-Requisites

Welcome to Milestone CMS. To ensure the smooth onboarding of your business we have prepared a checklist of items that you need to provide to your Customer Success Manager (CSM). These details help us expedite your onboarding and optimize your experience on Milestone CMS.

Business Information

  • Business Name:
  • Address:
  • Phone Number:
  • Current Website URL:
  • New Website URL:
  • Booking Engine URL:
  • Image Path:
  • Map Location Link:
  • Facebook URL:
  • Instagram URL:
  • Twitter URL:
  • YouTube URL:

Once you have provided your Customer Success Manager with the required information the Milestone team will update it to the Milestone Presence Cloud for consumption across Milestone CMS services.

Things to do 

The ‘Things to do’ section lets you add pages for attractions around your business locations. This information needs to be provided for individual profiles. 

 







Page Name  





Name of attraction/event 





 



 





 



 





 



 





 



 





 



 





 



 

 

Additional Details 

These details are used to set up your site and ensure you are receiving accurate website data. This data is centralized on Milestone Presence Cloud for website creation.


  • Business Main Email Address 
  • Recipient Email Address for Contact Form 
  • Recipient Email Address for Email Offer Form 
  • Recipient Email Address for RFP 

Dining Details 

Applicable for businesses that have restaurants. Restaurant details are provided to create local dining pages. 

 







Restaurant Name  





Full Address  





Phone Number 





Website Link 





Cuisine Type 





 



 



 



 



 





 



 



 



 



 





 



 



 



 



 





 



 



 



 



 





 



 



 



 



 





 



 



 



 



 

 

Once you have provided your Customer Success Manager with the required information the Milestone team will update it to the Milestone Presence Cloud for consumption across Milestone CMS services.