Onboarding

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.

Available Plans

You will see four plan options. Each plan includes different levels of features:

Setting the Markup (or Removing It)

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.

Self-Onboarding and Partner Access

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.

Multi-Location Businesses

Each physical location requires its own separate subscription. Each should be onboarded individually to ensure accurate coverage and tracking.