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Need Help Getting Your Meta Accounts Ready?

Before Movement Lab Digital can manage your Meta Ads, your clinic needs to have the correct Meta setup in place.
 

This page will help you prepare the required Meta assets before returning to the main Meta access page and giving us partner access.
 

You do not need to share your personal Facebook password, Instagram password, login codes, or two-factor authentication codes with us.
 

Meta’s business setup is built around a Business Portfolio, which is used to organize business assets such as Facebook Pages, Instagram accounts, and ad accounts. Meta also allows a business to give a partner access to selected assets without sharing personal login details.

What You Need Before Giving Us Meta Partner Access

Before giving Movement Lab Digital partner access, please make sure your clinic has:
 

  • a Meta Business Portfolio

  • a Facebook Page for your clinic

  • an Instagram professional account for your clinic

  • a Meta ad account

  • an active payment method inside the Meta ad account

  • admin/full-control access to manage these assets
     

If you already have all of these, you can return to the previous page and complete the partner-access instructions.

If you don't, please continue to the next section.

Check If You Already Have a Meta Business Portfolio

​

  1. Open your browser.

  2. Go to:
    business.facebook.com/settings

  3. Log in using the Facebook profile that manages your clinic’s Facebook business assets.

  4. Look near the top-left area of the screen for the selected business name.

  5. If you see your clinic/business name there, you likely already have a Meta Business Portfolio.

  6. If you manage more than one business, click the business name/dropdown and select the correct clinic.
     

What You Are Looking For
 

You are looking for the Business Portfolio that contains or should contain:

  • your clinic’s Facebook Page,

  • your clinic’s Instagram account,

  • your clinic’s Meta ad account.
     

If you do not see a Business Portfolio for your clinic, continue to the next section.

How to Create a Meta Business Portfolio

Read this if you do not already have one.

  1. Go to:
    business.facebook.com

  2. Log in with the Facebook profile you use for your clinic/business.

  3. Look for a button or option such as:

    • Create a business

    • Create Business Portfolio

    • Create account

    • Get started

  4. Enter your clinic/business name.

  5. Enter your business email address.

  6. Enter the requested business details.

  7. Confirm your email if Meta asks you to verify it.

  8. After the Business Portfolio is created, go to:
    business.facebook.com/settings

  9. Make sure the correct Business Portfolio is selected.
     

Recommended Business Portfolio Name
 

Use your real clinic/business name.
 

Example:

ABC Physical Therapy
 

Do not create the Business Portfolio under a random personal name or employee name.

How to Add Your Facebook Page

First, check if your Facebook page is already connected:

  1. Go to:
    business.facebook.com/settings

  2. Make sure the correct Business Portfolio is selected.

  3. In the left-side menu, go to:
    "Accounts"

  4. Click:
    "Pages"

  5. Look for your clinic’s Facebook Page.
     

If your clinic’s Facebook Page is already listed there, move to the next section.

If your Facebook page is not listed:

On the same page that you already have open, in the top-right side of the screen:​

Click the blue button:
"+ Add"
 

Then choose the option that matches your situation.

Option 1: Add an existing Facebook Page

Use this option if your clinic already owns the Facebook Page and you have the correct admin/full-control access.
 

  1. Click:

    "Add an existing Facebook Page"

  2. Search for your clinic’s Facebook Page.

  3. Select the correct Page.

  4. Follow Meta’s prompts to add it to your Business Portfolio.

Option 2: Request shared access to a Facebook Page

Use this option only if the Page is owned by another Business Portfolio or another person.
 

  1. Click:

    "Request shared access to a Facebook Page"

  2. Enter the Facebook Page name or URL.

  3. Select the "Full access" permission.

  4. Submit the request.

  5. Have the current Facebook Page owner/admin approve the request.

Option 3: Create a new Facebook Page

Use this option only if your clinic does not already have a Facebook Page.
 

  1. Click:
    "Create a new Facebook Page"

  2. Enter your clinic name.

  3. Choose the correct business category.

  4. Add your clinic information.

  5. Finish creating the Page.

Once you have successfully connected/created your Facebook Page, proceed to the next step.

How to Add Your Instagram Account

First, check if your Instagram Account is already connected:

On the same page that you already have open, in the left-side menu, under the "Account" section:​

 

  1. Click:
    "Instagram accounts"

  2. Look for your clinic's Instagram account.
     

If your clinic’s Instagram account is already listed there, move to the next section.

If your Instagram Account is not listed:

On the same page that you already have open, in the top-right side of the screen:​
 

 

  1. Click the blue button:

    "+ Add"

  2. Click the blue button:

    "Add Instagram account"

  3. Log in to your clinic’s Instagram account.

    (Or create one if you do not already own one for your clinic)

  4. Follow Meta’s prompts to connect the account.

  5. If Meta asks you to connect it to a Facebook Page, select your clinic’s correct Facebook Page.

​

If your clinic's Instagram account is currently a personal account, Meta may prompt you to switch it to a professional account before it can be added. Follow Meta's prompts to complete the switch.

How to Create Your Meta Ad Account

First, check if you already have an Ad Account:

On the same page that you already have open, in the left-side menu, under the "Account" section:​

 

  1. Click:
    "Ad accounts"

  2. Look for the ad account your clinic will use for advertising.
     

If the correct ad account is already listed, move to the payment method section.

If you need to create a new Meta Ad Account:

On the same page that you already have open, in the left-side menu, under the "Account" section:​

 

  1. Click:
    "Ad accounts"

  2. Click the blue button:
    "+ Add"

  3. Choose:
    "Create a new ad account"

  4. Enter an ad account name.
    Recommended: [Your Clinic Name]
    Example: [ABC Physical Therapy]

  5. Choose the correct time zone for your clinic.

  6. Choose the correct currency.

  7. When Meta asks who the ad account will be used for, select:
    "My business"

  8. Assign yourself full/admin access if Meta asks.

  9. Click the blue button:
    "Create ad account"
     

If the correct ad account is already listed, move to the payment method section.

Add a Payment Method to Your Meta Ad Account

Your clinic is responsible for paying Meta ad spend directly through your own Meta ad account payment method.
 

Movement Lab Digital does not pay Meta ad spend on your behalf.
 

Before campaigns can launch, your Meta ad account needs an active payment method.

  1. Go to:
    business.facebook.com/settings

  2. Make sure the correct Business Portfolio is selected.

  3. In the left-side menu, scroll down, find and click:
    "Billings & Payments"

  4. Click:
    "Accounts"

  5. Click:
    "Ad Accounts"

  6. Select the ad account your clinic will use.

  7. On the right side of the screen click on:
    "Add payment method"​

  8. Enter Region, Currency and Time Zone.

  9. Click:
    "Next"

  10. Under the "Add payment method" section, select option:
    "Debit or credit card"

  11. Enter required credit card details.
    - Name on card
    - Card number
    - MM/YY
    - CVV 

  12. Click:
    "Save"

  13. Make sure that the payment method is active.

  14. Make sure there are no unpaid balances or billing issues with the credit card.
     

If Meta asks you to verify the payment method, complete the verification before continuing.

Confirm You Have the Right Access Level

  1. Go to:
    business.facebook.com/settings

  2. Make sure the correct Business Portfolio is selected.

  3. In the left-side menu, go to:
    "Users"

  4. Click:
    "People"

  5. Select your own name.

  6. Review your access to:

    - the Business Portfolio,
    - Facebook Page,
    - Instagram account,
    - Ad account.

Check Account Quality and Restrictions

Before giving us access, please check that your Meta accounts are not restricted.

​​

​

  1. Go to:
    business.facebook.com/accountquality

  2. Make sure the correct Business Portfolio is selected.

  3. Review the status of:
    -your Business Portfolio,
    -your Facebook Page,
    -your Instagram account,
    -your Ad Account.

  4. Look for warnings, disabled assets, rejected verifications, or advertising restrictions.
     

If anything is restricted or disabled, please resolve the issue first. Otherwise, we may not be able to launch campaigns until the issue is resolved.

Final Checklist Before Returning to the Onboarding Meta Access Page

Before returning to the main Meta access page, confirm that:
 

  1. your Meta Business Portfolio is created,

  2. your clinic’s Facebook Page is connected,

  3. your clinic’s Instagram account is connected,

  4. your Meta ad account is created and connected,

  5. your ad account has an active payment method,

  6. your ad account has no unresolved billing issues,

  7. your Business Portfolio and ad account are not restricted,

  8. you have enough access to add Movement Lab Digital as a partner,

  9. you are not sharing Pixel, Dataset, or patient/customer list access.

​

Once everything above is complete, click the button below and return to the main Meta access page and complete the partner-access steps.

Continue Onboarding
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