Press / to search from anywhere on the page

Knowledge base topicsGetting started

Set up MX with the Get started checklist

Use the Get started checklist in Help to connect Google Business Profile, add locations, choose how replies get approved and invite your team

Updated

Who can do this
Owner
Admin
On this page

Get started is a short checklist in the Help panel. MX checks your company’s current setup each time you open Get started, so finished steps are ticked the next time you look.

Open the checklist

  1. Select the Help button, the question mark at the start of the icons on the right of the top bar. A dot on it means something in Help is waiting for you.

  2. Choose Get started at the top of the topic list.

    Get started open in Help, with every step ticked except Choose how replies get approved, which is open on Choose a policy
    1: Get startedIllustrative data

What each step needs

  • Connect Google Business Profile. Done when your company has a working connection. If the connection needs attention, this step asks you to reconnect.
  • Add locations to MX. Done when you can see at least one active location.
  • First data imported. Done when MX has imported the first data for your locations. Nobody needs to act on this step; it ticks itself.
  • Choose how replies get approved. Done when an approval setting is applied in Automations.
  • Invite your team. Done when the company has more than one active member.

Some steps appear only on plans that include them.

Optional next steps

Under the checklist, Get more from MX lists next steps for your plan and role: Plan posts with Content Plan, Turn on automatic reply drafts, Ask for reviews with QR codes and Group your locations. They are suggestions, so they never keep the checklist open.

When everything is done

Get started shows “You’re set up” and stays in Help.