Everything starts with contacts. Open Contacts and choose Add contacts. There are three ways to add them.
1. Connect an integration
Under Integrations, choose Connect an integration. Link your field service or accounting software and new customers flow in automatically as jobs close. This is the least work for you — set it up once and forget it.
2. Add one by hand
Just have one customer? Under Add one by hand, enter their First name, Last name, Phone (required), and Email, then choose Add contact. You will see "Contact added — waiting for your approval."
3. Upload a CSV
Under Upload a CSV, drag your file in or click to browse. Export past customers from your CRM or accounting tool first. You'll match your columns and import in bulk. See "Import your past customers with a CSV" for the full walkthrough.
Consent is required
Whether you add one by hand or upload a file, you confirm: "These are my past or current customers, and I have their consent to send them a review request by text or email." This keeps your account compliant.
Every new contact waits for your approval before any request goes out.