Review Management
The Review Management feature allows you to monitor and manage reviews submitted by your clients. From this page, you can view review details, choose which reviews are displayed on your public Review Page, and keep internal notes regarding client follow-up. This review management list can be printed for your records at any time.
To Generate:
- Select a Begin Date and End Date,
- Then click Generate.
Based on the selected date range, an Average Star Rating will be displayed at the top of the table. This rating represents the average of all reviews submitted during the selected period.
Publishing Reviews
The Publish checkbox determines whether a review is displayed on your public Review Page.
- Checked – The review is visible on your Review Page.
- Unchecked – The review is hidden from your Review Page.
You can enable or disable this option at any time.
Sorting Reviews
The Sort By menu allows you to organize the review list using the following options:
Date - Displays reviews from the most recent submission date to the oldest.
Name - Displays reviews in alphabetical order by the client's first name.
Highest Star Rating - Displays reviews from the highest star rating to the lowest star rating.
Lowest Star Rating - Displays reviews from the lowest star rating to the highest star rating.
Contact Me - Displays reviews from clients who requested to be contacted first, followed by reviews from clients who did not request contact.
Contacted - Displays reviews that have been marked as contacted first, followed by reviews that have not yet been marked as contacted.
Review Management Columns
The following columns are available within the Review Management screen and provide information about each review submitted by your clients:
Date - Displays the date the review was submitted by the client.
Client Name - Displays the name of the client who submitted the review.
Email - Displays the client's email address, if available.
Review - Displays the client's star rating along with any comments or feedback they provided about their experience.
Contact Me - Indicates whether the client requested to be contacted regarding their review or experience.
Contacted - Allows your business to track whether follow-up contact has been made with the client.
Contact Notes - Provides a space to record follow-up attempts, conversations, resolutions, or any other notes related to the review.
Note: The Review Management feature is available for Advanced Inspire plans only.
Note: To learn about setting up reviews, navigate to Setup > Setup Reviews.
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