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A Practice Management White Paper
How to guidesBing , Facebook, Google, Instagram, Yelp, YouTube
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Contents PageBing
How to claim or create my listing on Bing.........................................03
FacebookCreating a Facebook business page.....................................................6
GoogleHow to claim or create your Google business listing..................12How to optimize & brand your Google business listing...............16
InstagramHow to create an Instagram business profile..................................20
YelpHow to claim or create your Yelp listing...........................................24
YouTubeHow to create a YouTube business channel.....................................27
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How to claim or create my listing on Bing
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Visit bingplaces.com
Click on “Get Started”
Select “United States” as your country
To search for a business, enter either your business phone number or your business name and location and click on “Search”
Once you see your practice name come up click on “Claim and edits details” a. If you do not see your practice name appear proceed to “Create new business”
Create a Bing places for business account using one of the following existing accounts you might already have for your veterinary practice (do not use your personal account): Microsoft Account, Work Account, Google+ Account, or Facebook Account. If you do not have an account for your practice with either of these services, click on “Don’t have an account? Create one.”
a. We recommend creating an account for the business owner if he/she does not already have one. This is a secure way of managing your business listing with Bing
Once logged in, enter basic information about your practice: Business Name, Website Address, and Physical address, and click “Next”
a. This will be used in the future should Bing need to contact you regarding your business listing
Enter “Category Information” as requested and click “Next”a. DO NOT check the box for “I am a healthcare professional or doctor”.
This only applies to human healthcare professionalsb. Segment of Business: Professionals & Servicesc. Categories (your business type): Veterinarians, Animal Hospital, Animal &
Pet Services. If you offer grooming add: Pet Grooming. If you offer boarding add: Kennel and/or Dog Day Care Center (if you offer dog day care)
d. Primary Category: Veterinariane. Describe your business: Enter details from the about us section of your practice
website. This should include important details about what differentiates you from your competitors
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Enter “Contact Details” as requested and click “Next”a. Main phoneb. Email address for the businessc. Facebook URL (you can obtain this by visiting your business Facebook page,
copying the link in your browser)d. Twitter URL (you can obtain this by visiting your business Twitter page, copying
the link in your browser)
Add “Photos of your Business” as requested and click “Next”a. Upload photos of the practice. If you are accredited by any organizations include their logos
(i.e. AAHA, Cat Friendly Practice, etc.). Make sure the photos you upload are warm and friendly. These images will be displayed to prospects searching for your services on Bing
Enter “Working Hours” as requested and click “Submit”
You will need to verify your business with Bing. To do so, follow the on-screen options to verify your listing
Once your listing has been verified you have completed the processa. It may take up to 1 week for the new details entered about your practice to appear online
All done!
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Creating a Facebook business page
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How to create a new Facebook business page
Visit facebook.com and setup a new account by completing the information shown below
the section. It is recommended you setup a personal account using the name of the practice owner. It is not recommended to login to Facebook using an existing Facebook account for security and privacy reasons
a. Choose “Skip this Step” during the “Find Your Friends” and “Add Profile Pic” sectionb. Make sure you check your email to complete the sign up process
Log into Facebook
Click on the tiny arrow pointing downward (see image below)
Select “Create Page”
Select “Local Business or Place” and fill out the requested information:a. Choose “Veterinarian” as your categoryb. Fill in your business information c. Click on “Get Started”
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How to guideCreating a Facebook business page
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How to brand your new Facebook business pageIn the center of your new page you will see the following:
Click on “Add a Profile Picture”. Your profile picture helps people recognize your practice on Facebook. Click on “Upload Photo” and select your logo. Click on “Save Photo”
a. If you need to adjust the size of your logo you can do so at picmonkey.com or canva.com
Click on “Add a Cover Photo”. A cover photo is the larger photo at the top of your profile, to the right of your profile picture. Select “Upload Photo” and browse through your computer for a photo that represents the human-animal bond (i.e. an image of your team engaging in the care of a pet)
Click on “Page” in the upper left corner. Scroll to the center of the page and click on “Add a Short Description”. Add a few sentences to tell people what your page is about. Type in a brief description about your practice
Here is an example of a properly set cover photo and profile image
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Click on “Page” in the upper left corner. Scroll to the center of the page and click on “Create a Username for Your Page”. When you create a username, it appears in custom URLs that help people find, remember and message or tag your page
a. If you do not see this option, click on “See All Page Tips”
Verify your Facebook page by clicking on “Settings” in the upper right corner of your browser → “General” → “Page Verification” → Verify this Page” → Enter Your Practice Telephone Number” → Call Me Now”
a. This is Facebook’s page verification feature. A verified page shows up higher in search results. Facebook will call your practice using the telephone number you put in for your profile. They will provide you a 5-digit pin number of which you will enter on your browser. Upon verification, you will receive immediate confirmation from Facebook
Click on on the left side of your browser.
a. Under “Business Info” → click “Edit Business Details” → ignore “Price Range” → complete “Parking” → “See All Information”
b. Under “Additional Contact Info” click “+Enter Website” → Enter Website → Savec. Under “Story” click “+Tell people about your business” (Share extended practice
history, mission statement, philosophy, etc.) → Save
Click on “Services” on the left side of your browser. Facebook allows you to showcase the services you offer. This is a great way to promote your practice on Facebook. To add a service:
a. Click on “Add a Service”b. Click on “Add Photos”. Upload a photo that you have taken of the service being
rendered in your practicec. Under “Service Name” type in the name of the service your are promotingd. Do not add a pricee. In 200 words or less, briefly describe the service. You can pull this information
from your practice websitef. Click on the trashcan next to “Duration”. It is not recommended to add a durationg. Click on “Save”h. Repeat until all of your services are listed
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How to guideCreating a Facebook business page
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How to create a Facebook business page FAQ’s
Q: I found a page on Facebook under my practice name. How can I claim it?
A: Start off by searching for your practice on Facebook. Once you see the page appear select it. Click on the arrow pointing downward (see image below) and click on “Is This Your Business”.
Q: My ex-employee managed my Facebook page and he/she was the only one that was able to access the page. What should I do?
A: Make every attempt to reach out to the employee and request they add you as an administrator to the Facebook account. They can follow these easy steps when adding you as an administrator to the page: facebook.com/help/187316341316631 You will need an existing personal Facebook account. If you need to set one up see step 1 at the very beginning of this training document.
If you lose access to your Facebook page it is extremely difficult and often impossible to gain access at this time. We recommend setting up a generic account as outlined in step 1 of this training document and adding more than 1 trusted page admin to prevent such loss.
If you already have an existing Facebook page and this is a duplicate, select the option to “Merge Your Business into another page you manage”. If you do not already have a business page select “Claim My Business”. Follow the steps on your browser to verify your listing with Facebook. Once you have verified your listing you will be able to brand your Facebook page as outlined above.
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How to brand my Facebook business page FAQ’sQ: Should I gain permission from my client if I use a photo I have taken of them and/or their pet? A: Yes. A photo release form is highly recommended.
Q: I do not have a logo. What image other type do you recommend for the profile picture? A: An image of the practice owner or a licensed stock image of the different species of pets
you service. You can license stock images at istockphoto.com
Q: I would like to create a collage of images for my Cover Photo. Is there a way I can easily do this without having photo-editing experience?
A: Yes. canva.com or picmonkey.com are great websites to use.
Q: Facebook allows us to add “Team Members”. Should I add our team as team members?A: No. As Facebook explains, it will show up on the team member’s personal profile. We do
not recommend this type of personal acknowledgment.
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How to claim or create your Google business listing
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Go to google.com/business and click on
Login using your Google account login credentials
Type in your business name. As you begin typing when your business shows, select it and click on “Next”. If your business does not appear in the drop-down menu, click “Next”
a. If a message comes up that says, “Someone else has already verified this listing” please review the following F.A.Q. question below: What if someone has already claimed my page but I don’t know who it is?
Enter the details below “Where are you located?” and click “Next”a. Do not check the box that says, “I deliver goods and services to my customers.”
If you are a mobile practitioner, please check the box
Enter the details for “What kind of business do you run?” and click “Next”a. Under “Business category” type in “Veterinarian”
Enter the details for “Make connections (optional)” and click “Next”
For “Stay in the know” select “Yes”. This will provide you tips and information about how to manage and optimize your business listing
To make sure the information you submit is accurate, Google will ask you to verify it. There are two options to verify your business on Google. Click on “Continue”
You’ll need a Google account to get started. To create a new Google account visit accounts.google.com
a. If you are creating an account for the first time, please setup the account using a business owner’s email address or general clinic inbox b. If the business owner or practice already has an account with Google, you may use this same account and do not need to setup a separate account
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Choose a way to Verifya. Postcard by mail:
i. On the postcard request screen, make sure your address is displayed accurately on your postcard. You can also add a “Contact name” to help your postcard reach you. Next, click “Mail”
ii. When you receive your postcard, enter your verification code into your dashboard by logging in at google.com/business
b. Verification by phone:i. This option is not offered to every business. You may only see “postcard by mail”
as an option ii. Make sure you can directly answer your business phone number to receive your
verification code. If your practice has an automated answering system you will have to verify your business by Postcard (see 10a)
iii. Click "Verify by phone" to have a code sent to your phone via automated messageiv. Enter the code from the message
Once you’ve verified, you may see a banner asking you to review your information and make any changes
a. Please see documentation for “Optimizing and Branding Your Google+ Business Page”
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How to claim my Google+ business page FAQs
Q: Why should I use a business owner or clinic email address when I setup my account? A: To keep the account under close watch. This will prevent having to take ownership
from an ex-employee in the future.
Q: What if an ex-employee claimed the page already? A: Try to reach out to the employee and request he/or she add you as a manager to the page.
Once you become manager remove the ex-employee from the page. Step by step directions can be found here support.google.com/business/answer/3403100?hl=en
Q: What if someone has already claimed my page but I don’t know who it is? A: You may contact Google to dispute this. You will be required to provide documentation to
verify you are the business owner. Fill out this request form to speak to a specialist support.google.com/business/contact/business_c2c_na?rd=1
Note: A majority of practices are able to resolve the issue using this method.
Q: I see multiple listings for my business on Google. I see one for me and one for my associate(s) (or former associate). Should I claim these as well?
A: Yes. You may then delete the page after you have claimed ownership. To learn more about how to delete the extra page after you’ve already claimed it visit this resource support.google.com/business/answer/4569146?hl=en
Q: Will I be able to respond to reviews as the business once I claim my Google+ Business Page? A: Yes. It is always recommended you reply back to reviews using your Google+ Business Page.
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How to optimize & brand your Google business listing
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Login to the Google account associated with the Google+ Business Page by visiting google.com/business/
Select your business listing by clicking on the name of your practice
On the left side of your browser, click ona. If you need to edit the information click on the next to the item you wish to edit.
Enter the new information in the box that appears. When you have made all your changes, click “Apply”
Optimize your Google+ Business Page by making sure:a. You are listed as both an “Animal Hospital” and “Veterinarian”. Click on the
shown under your business name. Make sure Animal Hospital is set as your primary category. Set your additional categories as Veterinarian. Click “APPLY”i. If you offer boarding and grooming services you may add “Pet Boarding
Service, Kennel, and Pet Groomer”b. Website URL is displayedc. ALL information is verified once again for accuracy
Optimize
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Login to the Google account associated with the Google+ Business Page by visitinggoogle.com/business/
Select your business listing by clicking on “Manage”
On the left side of your browser, click on
Upload your cover image (this image will be shown predominately with your listing)a. Click on Upload an image at 480 pixels wide and 270 pixels tallb. Choose an image from your computer
i. It is recommended to upload photos you take within the practice to represent the human animal bond. NOT stock images or images you do not own
ii. This is a great resource to help you design an image: canva.com/create/google-plus-covers/
c. You will be allowed to crop the photo prior to setting it as your cover photo
Branding
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Upload your profile imagea. Click on b. Choose an image (your logo) from your computerc. You will be allowed to crop the photo prior to setting it as your profile photo
i. If you need assistance cropping the image to the appropriate size you can use PicMonkey picmonkey.com
Upload additional images to be associated with your business listing by clicking on in the upper right hand corner of your screen
a. To upload images of the Exterior, click on under “Exterior” (see below)
b. To upload images of the Interior, in the menu above, click on “Interior” followed by to upload
c. To upload images of the Team, in the menu above, click on “Team” followed by to upload
d. To upload action shot images of people in action, in the menu above, click on “At Work” followed by to upload
i. It is ideal to show images showing compassion and practice culture
e. If you have a practice video, in the menu above, click on “Video” followed by to upload
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Q: Should I have clients and employees sign a photo release form if I’m using it as my cover photo? A: Yes.
Q: If I do not have any of my own images to use as my cover photo what should I do? A: License a stock image at istockphoto.com.
Optimizing & branding your Google business page FAQs
How to guideHow to optimize & brand your Google business page
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How to create an Instagram business profile
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Before getting started you need to understand one important key point of Instagram. Instagram is a social media network which is only able to be managed through a mobile device such as an iPhone, iPod, or any cell phone. It cannot be managed on a tablet or desktop computer. To date, the Instagram app is only available for mobile devices (excluding tablets).
Download the Instagram app from your mobile device
Tap on “Email” and enter your practice email address
For name and password, type in the name of your veterinary practice (not your own name) and choose a password
Tap on “Next” after the “Welcome to Instagram” message comes up
Tap on “Skip” for the “Find Facebook Friends” feature
Tap on “Skip” for the “Search Your Contacts” feature
For “Add Profile Photo” you will need to upload your practice logo. To this, you may need to email a copy of your logo to yourself, open the email on your mobile device, and save the logo to you photos. Tap on “Add a Photo” after you have done this to upload your logo
For “Save Login Info” Tap on “Save” to avoid having to login every time you open the app
Tap on “Done” in the upper right corner of your app
If the “Find People to Follow” prompt comes up, tap on “Cancel”
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1. Tap on the Profile icon (see below)
Tap on the Gear icon in the right corner of your app
Scroll down until you see “Switch to Business Profile” and tap on it
Tap on “Continue” multiple times until the “Connect to Facebook” option comes up
Tap on “Continue As” to connect to your Facebook Business Profile. This will allow you to select which Instagram postings you’d like to share to Facebook to have the benefit of extending your reach. Tap "Next"
Complete the requested information to Setup Your Business Profile (email address, practice phone number, address). This information will automatically be transfered over from your Facebook Business Profile. Make sure to verify for accuracy
To link Instagram to Facebook
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Tap on the “Profile” icon (see below)
Q: Are you sure I must manage this from a mobile device? A: Yes, as of right now.
Q: Can I have an employee manage this from their personal mobile device? A: It is not recommended. We recommend having a tap owned mobile device such as an
iPod (if you have WiFi accessible in the practice).
Tap on “Edit Profile”
Tap on “Username”. Your username should be similar to your website address without the .com or .net, if possible. For example, if your website address is www.softwareservices.covetrus.com, it is best to use hsveterinarysolutions as your username
Tap on “Change Profile Photo”. Upload your logo. You will want to make sure your logo is uploaded to your mobile device already. You can easily do this by emailing your logo to yourself, accessing your email from your mobile device, and saving your logo
Make sure you enter your website address and add a brief description of your practice
Tap on “Done” in the right corner
How to brand your Instagram profile
Instagram FAQs
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How to claim or create your Yelp listing
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Visit biz.yelp.com/claiming
Click on
Next to “Street Address”, type in your practice street address
Next to “Business Name”, type in the name of your practice
Click “Get Started”
Select the "Claim This Business" button to the right of your listing
a. If you do not have a listing that appears scroll to the bottom of the page and click on "Add your business to Yelp" next to "Can't find your business?"i. Enter the details of your practice ii. Click on "Add Business"
Create a business owner account with Yelp (follow on-screen setup and verification process) a. Yelp will require you to verify the listing by generating an automated telephone call
to the number on file for the listing. You will need to complete this process to gain ownership of your listing
Once the account is created and the listing is verified you have completed the step up process
How to claim or create your Yelp listing
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Login to your business listing at biz.yelp.com/login
Select “Business Information” from the menu on the left
Ensure you complete and verify all of your business information. If you need to edit any of the information select “Edit” to the right of each category
a. Verify your business name and spellingb. Make sure your category is listed accordingly. Make sure it reads “Veterinarians”c. Verify your hoursd. If you offer any specialties or special services include this information under
“Specialties”e. Include a brief history about your practice
Select “Photos” from the menu on the left
Click on “Upload Photos”a. Upload photos of the practice. If you are accredited by any organizations include
their logos (i.e. AAHA, Cat Friendly Practice, etc.). Make sure the photos you upload are warm and friendly. These images will be displayed to prospects searching for your services on Yelp
How to brand my Yelp listing
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How to create a YouTube business channel
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You’ll need a Google account to get started. To create a new Google account, visit accounts.google.com
a. If you are creating a Google account for the first time, set up the account using a business owner’s email address or general clinic inbox
b. If the business owner or practice already has an account with Google, you may use this same account and do not need to set up a separate account
Visit youtube.com and click “Sign In” on the upper right-hand corner of your screen
Click in the upper right-hand corner of your screen. If your logo is your profile picture, your logo will appear here instead (for example: )
After logging in, click on the upper left-hand corner of your screen and select “My Channel”
When the prompt comes up asking “Use YouTube as…,” select the practice name that is attached to your Google+ account and click “OK”
a. If you have not set up a Google+ account for your practice, please see “How to Create a New Google+ Business Page” & “How to Optimize & Brand Your Google+ Business Page.”
Click “Add channel art” near the top of your channel
Click “Select a photo from your computer”
a. Browse for a photo that represents the human–animal bond, such as an image of your team engaging in the care of a patient
b. For optimal results on all devices, YouTube recommends that the image be at least 2560 x 1440 pixels
c. You can easily create an image collage for your YouTube channel by utilizing free services such as Canva.com (canva.com/create/banners/youtube-banners/)
d. Do not use an image you have not taken yourself (i.e., a copyrighted image)
First, you’ll want to upload “channel art.” Channel art can be used to brand your channel’s identity and give your channel page a unique look and feel. The image you choose will be used on all platforms where viewers can see your channel (TV, mobile, tablets, etc.).
Channel art
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Hover your mouse over your “Channel Art” image
Click and then “Edit links”
Click a. Title the first “Link Title” as “Our Website.” Type your URL (website address)
in the open field to the rightb. Click and title the second “Link title” as “Facebook.” Type your
Facebook URL (Facebook address) in the open field to the rightc. Repeat the steps above to add additional linksd. Click “Done” when you are finished
Next, you’ll want to link your website, Facebook, and anywhere else you have an online presence to your YouTube channel. To be able to do this you must first click on and turn on “Customize the layout of your channel” by clicking on the button until it lights up blue. Click on “Save”
Linking up
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After you select an image, you’ll see a preview of how it will be viewed across all devices. To adjust image placement, click “Adjust the Crop”
Example of “Channel Art”
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Click “About” in the menu bar located below your practice name
Click “Description” and provide a few details about your practicea. You can use information you already have developed for your websiteb. Use relevant keywords in the description (i.e., commonly searched terms such as
veterinary, veterinarian, animal clinic, animal hospital, veterinary hospital, veterinary clinic)
c. This will be the only place on the channel where you can add your telephone number and physical address. Don’t forget to add both
Click “Done”
Click on shown slightly above your profile image to the right
Click on “Playlists” on the menu to the right
Click a. You can create basic playlist such as “Dog & Cat Healthcare Tips.” Think about videos
your clients would find helpful. Additional examples: “All About Puppies,” “All About Kittens,” “Managing Fleas,” and “Funny Pet Health Tips”
Click on the upper left-hand corner of your screen and select “My Channel”
Click “Add a Section”
Click “Select Content” and select “Created playlist”
Click “Done”
Now let’s focus on telling your viewers a little more about who you are.
You can create custom playlists and include existing pro-veterinarian videos that already exist on
YouTube. Visit youtube.com/user/Vetstreet to view an abundance of video content that can easily
be linked to your own playlist.
About you
Creating playlists
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In the search bar above any YouTube page, type: “Vetstreet”
Adding videos to your playlist
Click to select the Vetstreet channel
Search through the videos and find one you would like to add to your playlist. For this example, we will use the video titled “Simple Preventive Care Tips for Cats” by Dr. Marty Becker on Vetstreet
Watch the video to make sure you agree with its content and message
Click just below the video, and select the “Cat Healthcare Tips” playlist (because this video is about cats)
a. After you select the playlist, the video will automatically be added to it
b. It happens quickly. To verify that the selected video was added correctly, click and note whether the “Cat Healthcare Tips” playlist has a check box next to it. A check box means the video was added successfully to your playlist
Repeat the above steps to continue adding videos to your playlists
Click on the upper left-hand corner of your screen and select “My Channel”
You should now see your playlists and all videos you have added
Vetstreet
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Q: How do I delete a playlist? A: Hover your mouse over your practice name and click when it appears at the right. Click
“Channel Settings”, then “Video Manager”, and select “Playlists”. Click “Edit” to the right of the playlist you wish to delete. Click “Playlist settings” and then “Delete playlist”.
Q: How do I delete a video within a playlist? A: Hover your mouse over your practice name and click when it appears to the right. Click
“Channel Settings”, then “Video Manager”, and select “Playlists”. Click “Edit” to the right of the playlist that contains the video you wish to delete. To remove the video from the playlist, hover your mouse over the video and click the “X” that appears in the right-hand corner of the video.
Q: Is this illegal? It seems like I would be violating some sort of copyright law. A: No. You are sharing the video from its author onto your page. You are not illegally downloading
the video or altering it in any way. The author of the video will always be visible, and the author has complete control over the video. The video is hosted on the author’s YouTube channel.
Q: Why should I link to videos from Vetstreet? A: Vetstreet offers a tremendous amount of pro-veterinarian content. This content is designed to
help encourage pet owners to maintain a relationship with their veterinarian.
How to create a YouTube business channel FAQ’s
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For more information, talk to an expert:P / 855-478-7920E / [email protected] / softwareservices.covetrus.com