Whether you're setting up uEverywhere for a paying client or onboarding yourself to activate your partner account, the steps are the same:
Log in to your Umbrella Dashboard.
Go to the Contacts section.
Select an existing contact or click Add contact to create a new one.
Within the contact’s profile, click Add Product.
Select Business Listings (this represents uEverywhere/Yext).
Choose the appropriate plan from the list.
You will see four plan options. Each plan includes different levels of features:
|
| PlanMonthly PriceRecommended Use |
Professional | $22.00 | Standard local businesses |
Professional + Healthcare | $26.50 | Medical professionals and clinics |
Ultimate | $37.00 | Businesses focused on review management |
Ultimate + Healthcare | $41.50 | Healthcare businesses needing full features |
After selecting the plan, you will be prompted to set a markup:
Wholesale price is the base cost of the plan (e.g., $22).
Markup percentage is where you define your profit margin.
Retail price is calculated automatically based on your markup.
If you want the client to be charged only the base cost, set the markup to 0%.
This ensures the client pays exactly the wholesale price, and billing will occur directly on their card without any extra fee.
If you want Umbrella to bill the client for a higher amount, enter your desired markup percentage. For example, a 150% markup on a $22 base would set the retail price to $55/month.
Click Set Markup to confirm and complete the setup.
If you are onboarding yourself (for example, to access your Yext partner account):
Follow the same steps listed above to onboard your agency.
Once done, contact our support team by submitting a ticket through the Help widget located in the bottom right of the Umbrella dashboard to let them know.
The support team will finalize activation of your partner features in Yext.
You can cancel the subscription after activation if it's no longer needed.
Each physical location requires its own separate subscription. Each should be onboarded individually to ensure accurate coverage and tracking.
