Setup Guide
Five minutes to live.
Onboarding walks you through six short steps and saves your progress as you go.
1. Business
Your business name appears in every request, so customers know who's asking. Add a reply-to email for customer replies and a phone number if you'll use SMS.
Texts go only to customers who agreed to receive texts from your business: tick the consent box when adding a customer, map a consent column (or confirm consent) when importing a CSV, or send sms_consent through the API. Everyone else is asked by email. Text messaging switches on once carrier registration (A2P 10DLC) is complete.
2. Location & Google review link
Search for your business on Google or paste your review link. In your Google Business Profile, choose Ask for reviews and copy the link. A link with a Place ID also lets us track your rating and review count daily.
3. Connect customers
Upload a CSV, add customers manually, or create a webhook (Growth/Pro) or API key (Pro). For CSV, include a column with the date the service was completed — only customers served in the last 30 days are sent requests.
4. Request timing
Choose how long after completion to ask, when to follow up, how many messages to send, and your quiet hours. Defaults: 2 hours after, one follow-up 2 days later, nothing between 8 pm and 9 am.
5. Message preview
See exactly what customers receive. Edit the wording under Automations. Messages that offer incentives or ask for specific ratings are blocked.
6. Activate
Turn it on. From then on it runs in the background — you don't need to be logged in.