Filling Profile Information

The online Profile Information form is a central repository of all information pertaining to a location of your business. If your business has 5 locations that need to be managed on Presence Cloud, you need to fill the Profile Information form for each of these 5 locations. Filling this form is perhaps the first step towards getting your business setup on Presence Cloud. Once filled, this location data shall be used by the various modules of the platform as well as service teams.

Step 1: Click on ‘My Profiles’ at the bottom of the left navigation panel.

Step 2: Click on ‘Add Profile’ at the top right of the ‘My Profiles’ section to add a new profile.

Step 3: Fill in the profile details in the ‘Add Business Profile’ section.

• Profile Name: The name of the business profile.
• Industry: The industry the profile is associated with. If your business operates in multiple industries each profile can be associated with the industry it operates within.
• Primary Business Category: The primary business category helps Milestone Presence Cloud understand your profile requirements for its various products.
• Additional Business Category: The additional business category provides further detail to your business profile for Milestone Presence Cloud to better understand it.
• Address: The address of the business profile. This can be used to update location information for maps and other local profiles.
• Website: The business website the profile is associated with.
• Phone: The phone number of the business profile that will be used by Milestone products to maintain records on local directories.

Step 4: Once you save the basic profile information it will appear on the ‘My Profiles’ list. Click on the profile to add more details.

Step 5: The ‘Main Business Information & Client Contact’ allows you to update local information like you address, website domain, latitude and longitude, local business number, etc. This information is used by local directories and local pages to maintain local profiles.

If you have added an address for the business you can use the ‘Find Lat/Log’ option to automatically find the latitude and longitude for your business and update it to maps.

To use this location  and the recommended address on local listings click on the ‘Use recommended address’. You can also choose to ‘Ignore recommended address’ and add it manually from Milestone Local.

Step 6: The ‘Business Description & Hours’ section allows you to describe the business profile and its operational hours.

Step 7: The ‘Media Assets’ lets you add media assets for your business profile like logos, store images, profile images, etc.

Step 8: The ‘Department’ section lets you add details for specific department of your business profile. You can add the department name, contact information and operational hours.

Step 9: The ‘Policies’ section lets you update company policies regarding a variety of aspects of your business.