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https://www.loom.com/share/4c02e78842674fe795b52276d04c47c1

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Client Portal Setup and Account Connection

Objective

This SOP outlines the steps to set up your client portal and connect your Google and Facebook accounts for APEX Media Solutions.

Key Steps

1. Access the Client Portal 0:00

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• Congratulations on choosing APEX Media Solutions!
• Begin by accessing your client portal.

2. Click on Optimize My Business Link 0:09

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• Locate and click on the 'Optimize My Business' link.

3. Review Business Information 0:18

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• Scroll down to view your business information.
• Important: Do not edit any information at this stage. Note any changes for your onboarding appointment.

4. Save Business Information 0:46

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• After verifying that all information is correct, click 'Save.'

5. Upload Logos and Additional Information 0:53