Step 1: Branded Mobile Pre-Requisites

The branded client portal app is an add-on service that allows you to customize the client mobile app according to your preferences. Below are the pre-requisites to initiating the process of submitting your branded mobile app.

You are publishing a mobile app to the Apple App and Google Play Stores. They have strict expectations and compliance you must adhere to. These steps are intended to make this process go as smoothly as possible. It is highly recommended that you allow a month for this process to complete. HighLevel has no control of what you submitted to them or Apple and Google. Every app developer finds this process/. Be patient. Following the instructions. Dot the i's and cross the t's. You will be glad that you did.

Website, Terms & Policy for Mobile App

To make it through this process, it is important that you keep all the assets as clean as possible. We strongly recommend that you use a unique domain for your mobile app and create a separate website that will be used for the submission of your mobile app.

Step 1: Purchase a unique domain

• You may do this through the CRM
• Go to Settings >> Domains
• Purchase a domain

Step 2: Create a BASIC Website for the mobile app

When I say basic, I mean BASIC. This is not selling your mobile app. Its sole purpose is to be submitted with your mobile app to Apple and Google with your privacy and terms of service. We do not anything on there that will distract from getting you approved.

Since you will not have the Google and Apple mobile app links, just add a head with the name of the App to start plus the following three things:

1. Terms and Conditions page
2. Privacy Policy Page
3. Support Form on the home page

Step 3: Terms and Condition Page

• You Terms and Conditions page must have (EULA) and these terms must make it clear that there is no tolerance for objectionable content or abusive user
•  If you do not already have T&C page, you can do a Google search for a T&C builder and guide. termsfeed.com.
• This is the recommendation from HighLevel. Personally, I would use this.
  • Terms and Conditions Example: https://www.leadconnectorhq.com/terms2

Step 4: Privacy Policy Page

• For privacy policy and T&C, these page should NOT contain any links to the original landing page where you sells your plans/subscriptions, otherwise, Apple would reject the App submission.
• You can build your Privacy Policy page on this website freeprivacypolicy.com
• This is the recommendation from HighLevel. Personally, I would use this.
  • Privacy Policy Example: https://www.leadconnectorhq.com/privacy-policy

Step 5: Support Form on the Home Page

• Both Apple and Google will ask for your Support URL. Keep it simple. It is just a form that when submitted is emailed to you.
• This is the recommendation from HighLevel. Personally, I would use this.
  • Support URL Example: https://www.leadconnectorhq.com/support

D-U-N-S Number

To obtain an organizational developer account, a D-U-N-S Number is required. You can apply for one using the following website: Get a D-U-N-S Number

If the process is taking too long, you can contact D-U-N-S support to potentially expedite the process: D-U-N-S Support

Organizational Developer Accounts

We require organizational developer accounts to proceed with app development. Please provide us with both Google and Apple developer accounts.

• Google Developer Account: Ensure the Google developer account is verified; otherwise, apps cannot be published. If you encounter issues creating the account, please contact Google Support, as they can assist you.
• Apple Developer Account: After creating your account and logging in, visit App Store Connect to complete the required legal documents. Registering as an EU trader is necessary if you plan to distribute apps in the EU region. Select "I am a trader" under the Digital Services Act (DSA) to proceed, which will require additional documentation. If EU distribution is not needed, select "No, I am not a trader." If you face any difficulties creating the Apple Developer account, contact Apple Support for assistance in expediting or resolving the process.

Google Developer account 

• It's necessary to register for a Google Developer account in order to upload Android apps. Your Developer account is where you'll submit, as well as manage your apps. It costs a one-time fee of $25.

• We recommend setting up a second Google account for this purpose, so you can separate it from your other Google services (Gmail, Google Drive, Google+, etc.) if you already have a personal account.

  How-To:

• Register for an Android Develop account here
• You'll need to log into the Google account you'd like to use.
• You'll be taken through a 4-step registration process. Check the agreement box and click Continue to payment.

• Next, a pop-up window will prompt you to input your billing information. After you've filled it out, click Pay.

Apple Developer Account

All apps in the iTunes Store are submitted through Apple Developer accounts. In order to publish your app for iOS devices, you will need to sign up for an Apple Developer account. Apple requires each business to have their own account

• Enrolment is $99, and renews annually.
• Membership is now available at no cost for eligible organizations, including non profit organizations, accredited educational institutions, and government entities based in the United States.
• Click Here for more details on eligibility requirements.
• Step by Step Guide  for enrolling. If you run into any issues, we recommend contacting Apple support directly at 1-800-633-2152.

Step 1 : Create your ID

Go to https://developer.apple.com/programs/enroll.  You will then be asked to enter or create a new Apple ID.  We recommend you create a new Apple ID that reflects your business name. This way your personal ID is separate from your business account

Step 2 : Developer Agreement

You will be prompted to read and verify that you have read Apple’s Developer Agreement

Step 3 : Choosing An Entity

Here you will be prompted to select an Entity Type.  There are three options: Individual, Organization, or Government Organization.  The entity type is what Apple uses to display as your Developer Name.  For example, as an Individual, your Developer Name will be your full name.  As an Organization, your Developer Name will be your Business’ Name.

We highly recommend that you register as an Organization. Apple has emphasized per Item 4.2.6 in the Developer Agreement that the App Name and Developer Name need to match in order for your application to be approved

• Legal Entity Status: 
  • Your organization must be a legal entity so that it can be entered into contracts with Apple. Apple does not accept DBAs, fictitious businesses, trade names, or branches.
  • Legal Binding Authority as the person enrolling your organization in Apple’s Developer Program, you must have the legal authority to bind your organization to legal agreements. You must be the organization’s owner/founder, executive team member, senior project lead, or have legal authority granted to you by a senior employee.
  • If your legal status is a sole proprietorship/single person business, enroll as an individual.

• Step 4 : Contact Information : After you select your entity type, Apple will want you to enter and confirm your contact information

• Step 5 : Payment & Confirmation : After entering in your payment information, Apple will ask you to complete and confirm your purchase. 

Step 6: Email Confirmation : You should receive an email confirmation of your order with a link to verify your email address. Follow the instructions to confirm your account. Now you are an Apple Developer!  

Additional Items:

• Your account renews yearly and is required so your application runs properly
• Log into itunesconnect.apple.com and developer.apple.com using your Apple ID login information
• Confirmation of your account can take up to 48 hours by Apple 
• In order to successfully publish iOS applications, ensure you have logged in and accepted any additional Terms of Service prompts, and that you do not have Two Factor Authentication enabled.

FAQ

Q: Do I need a DUNS?

A: Yes, you do. An EIN is a US only business identification. DUNS is globally recognized.

Q: Do I create the mobile app?

A: NO! You are simply creating the mobile app accounts with Apple and Google. These are required for HighLevel to then submit the mobile apps on your behalf to Apple and Google.