Boost your Customer Reviews

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Set-up

Customer Data Form
Customer Data Form

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Instructions:

👩 Use the Customer Data Form to initiate a review request.

📛 Enter the Customer Name as First-Last, using a “-”. (e.g. Susan-Smith)

⭐ The customer data will be added to a database and used to send email and text requests for customer reviews.

✍️ To edit the form, click “Edit Layout” at the top right above the form.

📄 To provide access to the customer data form, click “Publish Form”, then set your access permissions and share a link with office staff who will enter the customer data after the service is complete.

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Add Customer Form

To edit and publish

Customer Name

Select the service used (from dropdown)

Email

Mobile Phone

Submit

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Customer Form View

What staff will see

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Add Customer Form

Customer Form View

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