You may collect reviews of your business from your clients by using an external review platform (such as Google Reviews) and displaying a prompt on various documents.
To collect reviews, go to Settings > Style & Branding > Client Reviews.
By default, this checkbox will be unchecked.
Select the "Enable Reviews" box to display all other options.
Title: Specify a title to prompt the client to leave a review of your business
Description: Optionally add some descriptive text for the client
Button Label/URL: Optionally display a button for the client to click.
We recommend keeping your URL short, as this URL will be displayed in full on the invoice PDF if applicable (below).
You can use a URL shortener to shorten the URL that your client will see (such as tinyurl.com)
Click "Save" once you've finished filling out these options.
You can choose which templates display your client review prompt by going to Settings > Templates.
Samples
Completed Appointment Email:
Fully Paid Invoice PDF;
Client Connect:
