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Customer setup guide

Getting started should feel easy.

Here is exactly what your practice provides, what you click, and what BizClarity handles after you join. No technical setup, API keys, or shared Google passwords.

The simple version

You complete six guided actions. We handle the technical setup.

You pay on Stripe, accept the invitation that follows, use the correct Google profile access, provide your practice details and approval preferences, and review one supervised example. You do not need to create a Google Cloud project, find an API key, or share a password.

Have these ready

  • The practice name, website, address, and location(s)
  • One Google profile owner or manager
  • The person and email that should approve replies
  • Your preferred reply tone and sensitive-topic rules

After payment

Your five-step setup path

  1. 1You do this

    Pay securely through Stripe

    Review the $499 monthly Founding Practice Program and enter payment only on Stripe’s hosted page. BizClarity sends no account invitation until Stripe verifies successful payment.

    Open secure enrollment →
  2. 2You do this

    Accept your private invitation

    BizClarity emails the authorized practice contact. Open that invitation, create your sign-in, and enter the private practice workspace.

    Already accepted? Sign in →
  3. 3You do this

    Confirm your Google access

    Use a Google account that is already an owner or manager of the verified practice profile. Do not send BizClarity your Google password.

    Google: check owners and managers ↗
  4. 4You do this

    Connect and choose the location

    When BizClarity says connection is open, select Connect Google Business Profile, approve Google access, and choose the exact practice location. Nothing posts automatically.

    Open the secure connection page →
  5. 5You choose

    Tell us how approvals should work

    Choose the approval email, daily or weekly delivery, reply tone, backup approver, and which sensitive topics must always go to a person.

    Send the simple setup checklist →
  6. 6You approve · we verify

    Review the supervised example

    We send one controlled example to your approval contact. Review it, send “Approved for live use” or request changes, and wait for BizClarity to confirm the final status. Nothing turns on just because you send the email.

    Send launch confirmation →
Exactly what to send us

Your practice setup details

Practice
Display name, website, physical address, and every location included in your service.
Primary contact
Name, email, and optional mobile number for the person coordinating setup.
Approval person
The email that should receive reply decisions, plus an optional backup person.
Approval rhythm
Daily or weekly for routine items. Sensitive items always go to a person promptly.
Practice voice
A few words such as warm, concise, reassuring, or professional, plus topics that always require private follow-up.
Google connector
The name of the person who will sign in to Google and confirmation that they are an owner or manager. Never send their password.
You never need to provide

Keep these private

  • Your Google password or verification code
  • A Google API key or Google Cloud project
  • Patient names, health information, or private case details
  • Access to unrelated businesses or Google profiles
  • Permission for automatic posting during setup

Google opens its own sign-in and permission screen. BizClarity receives revocable access only after an authorized person approves it.

BizClarity handles

What happens after you finish

  • We verify the exact practice location and connection
  • We configure your reply voice and escalation rules
  • We test approval delivery and one-tap decisions
  • We run one controlled example before live use
  • We tell you plainly what is ready, paused, or needs attention

Connecting Google is only one setup step. It never turns on review imports, AI drafting, email/SMS delivery, recurring work, or posting by itself.

Email us your setup detailsOpen your private workspace

Need help? Email hello@bizclarityinsights.com. Please do not email passwords, patient details, or payment-card information.