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8. Documentation including SOPs, tutorials, links, contacts, etc.

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Standard Operating Procedures (SOPs)

Add OpinStar Client

Objective:

To guide users through the process of adding a new client and configuring their settings, including locations, review templates, and integrations within the OpinStar Admin App.

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1. Open the Admin OpinStar App

2. Navigate to the Client Section

On the left side menu, click on Client.

3. Add a New Client

Click on Add a New Client.

Select a Client Logo: Upload or choose the appropriate logo for the client.

Enter Client Name: Input the client's name.

Select a Plan: Choose the relevant service plan for the client.

Once the new client appears in the list, click Go to Client.

4. Configure Client Locations

Under the Settings tab, select Locations.

Click on Add a Location.

Add Location Logo: Upload or choose the appropriate logo for the location.

Enter Location Name: Input the location's name.

Repeat this process to add additional locations for the client.

5. Configure Review Options for Each Client Location

In the left side menu, the client's locations will now be accessible from a dropdown menu.

For each client location, follow these steps:

a. Get Reviews Configuration

Click on Get Reviews.

For each option (SMS, Email, WhatsApp):

Review and edit the template as necessary. (Templates are provided in English but may need translation to German. Refer to the German templates below.)

Important: Click Save after editing each template.

b. Review Link Configuration

Click on Review Link.

Select Desktop Image:

Change the image by clicking the pencil icon and uploading a new image if necessary.

Click Go Back.

Edit the template if necessary (similar to the Get Reviews section, templates may need translation to German).

Edit the Link Preview Title: Click Edit and modify the text as needed.

In the top left of the image, click the Edit Button:

For each menu option (Filter, Positive Experience, Negative Experience, and Private Feedback):

Click the pencil icon next to the text to edit.

Save changes by clicking the green check button.

6. Configure Integrations

Under Settings in the left side menu, click on Integrations.

Select the desired integration.

Example - Google Integration:

Click on Integrate.

Change the setting to Public Access.

Search for the specific location and select it.

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Additional Notes:

Ensure all templates are reviewed for language appropriateness before finalizing settings.

Follow these steps for each client and their respective locations to ensure consistency and proper configuration.

German Template Sie-Form

German Template Sie-Form

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German Template Du-Form

German Template Du-Form

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