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    Sending Review Requests

    Generate more 5-star reviews by easily sending a request link to happy customers.

    For: All Users
    Time: 2 minutes

    Before You Begin

    • •Ensure your Google Business Profile or Facebook Page is connected in Integrations.

    Instructions

    1

    Click the Check-In Button

    From almost anywhere in the CRM, click the "Send Review Request" button (often a star icon or a "Check In" button at the top).

    [SCREENSHOT NEEDED: Send Review Request button]

    2

    Select the Contact

    Type the customer's name. Their email and phone number will populate.
    3

    Send the Request

    Choose whether to send the request via SMS or Email, then click "Send Review Request".

    [SCREENSHOT NEEDED: Review request modal]

    What Success Looks Like

    • The customer receives a customized link to leave a review.
    Last updated: 10/1/2026