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)
Display Prompt On: Toggle where you want the review prompt to be visible.
Published reports (within Client Connect and on the email sent to the client)
Paid invoices (within Client Connect, the generated PDF and on the email sent to the client)
Completed appointments (on the SMS and/or email sent to the client)
Click "Save" once you've finished filling out these options.
Samples
Completed Appointment Email:
Fully Paid Invoice PDF;
Client Connect:
