Home Getting started Your onboarding, step by step

Your onboarding, step by step

Last updated on Oct 10, 2026

Your onboarding begins after your strategy session. It is an online setup with three parts, and your answers save as you go, so you can return if you need to pause.

First, in Your business, you can share the details that help us understand your work: About you, Sales history, What you sell, Stand out, and Reviews and press. This is where your local experience, specialties, and proof can start taking shape for our team.

Next, in Your brand, you can add your brand colors. Then, in Connect, you can review Profiles and give our team website access so we can place posts on your own website. The final Review step brings these details together. Some may already be filled in by our team and marked for you to confirm.

On the review page, you can choose “I approve each article before it goes live.” You also give consent for us to use the details you provide to prepare your profile, brand template, and content.

When you finish, your Recasi Local team takes it from there and you return to your dashboard. After onboarding, we generally need about 15 minutes of input from you each month. Our team will guide the next steps.