Customers and requests

Adding and importing customers, sending requests, statuses, your QR code and link.

• Add a customerAdd one customer by hand, tick the consent box, and either save them or save them and send a feedback request in one step.
• Import customers from a spreadsheetUpload a CSV of your customers, check the preview, and import them in one go. Nothing is sent to them.
• Send a feedback requestAsk a customer to rate the job. Search for them or add them on the spot, tick any extras, and send by WhatsApp or SMS.
• Get a rating link without sendingCopy a private rating link for one customer and share it yourself, or share your walk-in link. Neither uses a notification.
• Tag who did the jobPick the person who did the job when you send a request, so their name shows with the feedback that comes back.
• Request statuses explainedWhat each label on a feedback request means, from Sending to Replied, and what to do when a request is stuck or has failed.
• Find and filter your customersSearch your customer list, narrow it with the All, WhatsApp, Walk-in and Opted out chips, and read what is on a customer's page.
• Opt a customer out or back inStop all messages to a customer who asks you to, and record fresh consent if they later say you can contact them again.
• Your QR code and walk-in linkCopy your walk-in link, save or print your QR code, and replace the link if it ever gets misused. Customers who scan it rate you for free.