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Agency Guide
šŸ¢Agency Client Directory & Business Management

Onboarding Client Businesses: Google Autocomplete & Owner Assignment

Add new client locations in seconds using Google Maps Autocomplete, configure AI review keywords, and link or create client login accounts.

Last updated on Sep 2, 2026• Verified for Karo Simple Agency

#Rapid Client Onboarding with Google Maps Autocomplete

Adding a new client business manually (typing addresses, landmarks, and searching for review URLs) can be tedious. Karo Simple integrates Google Maps Places Autocomplete directly into the onboarding workflow, allowing you to set up a new client in under 60 seconds.

#Step-by-Step: Adding a New Client Business

1

Click "+ Add Business"

At the top right of the Client Businesses page, click the green "+ Add Business" button.

2

Search with Google Places Autocomplete

In the Business Name field, start typing the client's trade name. A dropdown appears with matching Google Maps listings. Click your client's location. The system automatically populates the Business Name, Street Address, City, Area, and primary Google Review link instantly!

3

Select Business Category & AI Context

Confirm the category (Restaurant, Salon, Clinic, Gym, etc.) and type 1 or 2 sentences into the AI Context box describing their specialty.

4

Add Target Keywords & Platform Links

Add positive keywords (e.g. "rooftop pool", "fast delivery") and secondary platforms like Zomato or Practo if applicable.

šŸ“ø Visual Guide: Screenshot 3 - Add Business Modal with Google Autocomplete

The Add Business onboarding modal with Google Places search suggestions. šŸ” What is shown: • Text input with Google search icon showing dropdown matches (e.g. "Priya's Boutique, MG Road, Pune"). • Auto-populated address, city, and Google Review URL fields. • Clean green success indicator beside verified Google Maps listing.

#The 3 Owner Assignment Options

At the bottom of the registration form, choose how you want to manage client access:

  • 1. Leave Unassigned for Now: Create the business profile immediately without attaching a client login. The business shows an orange "Unassigned" badge. You can assign an owner later when the client is ready for onboarding.
  • 2. Assign an Existing Agency User: If the client already has a registered user profile under your agency (for example, they own multiple branches), select their name from your user dropdown.
  • 3. Create a New Client Account: Fill in the client's Name, Email address, and temporary Password. Karo Simple automatically creates their user login and attaches them as the official business owner in one click.
Real-World Onboarding Example

You sign a new boutique client: "Priya's Designer Wear in Pune". You start typing "Priya's Designer" into the form. Google Autocomplete detects the store on MG Road and populates the address and review link. You choose "Create a new client account", enter Priya's email and a temporary password, and click Save. Within 2 minutes, Priya's QR codes, review library, and client login are completely live!

šŸ“ø Visual Guide: Screenshot 4 - Client Owner Assignment Options

Radio button selector showing the 3 owner assignment options. šŸ” What is shown: • Option A: "Leave Unassigned for now". • Option B: "Assign an existing agency user" with searchable user dropdown. • Option C: "Create a new client account" with Name, Email, and Password inputs.

#Editing Details & Managing Active/Inactive Status

Need to update a client's details or pause services due to billing delays? Click the "Edit / Assign" button (two arrows icon) on any business row:

  • Reassigning Owners: Switch the Assigned Owner dropdown to transfer management to another client contact.
  • Toggling Active vs Inactive: Switch the "Active Status" toggle to OFF to deactivate the business. When inactive, customers scanning their QR codes will not reach an active landing page. All historical reviews, analytics, and settings remain completely safe.
  • Instant Reactivation: Once the client settles their retainer invoice, toggle the status back to ON. Their QR codes resume functioning immediately without reprinting stands.
šŸ“ø Visual Guide: Screenshot 5 - Edit / Assign Business Modal with Active Status Toggle

The client modification window showing profile fields and active status toggle. šŸ” What is shown: • Business Profile details with editable fields. • Assigned Owner dropdown selector. • Green "Active Status" toggle switch with status helper explanation.

#Frequently Asked Questions

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