Everything starts with contacts. Open Contacts and choose Add Contacts (a brand-new account lands there automatically). There are three ways to add them.
Connect an integration — Choose Add an Integration. Link your field service or accounting software and new customers flow in automatically as work wraps up. This is the least work for you — set it up once, and if a connection ever needs re-linking, ReviewWheel tells you.
Add one by hand — Just have one customer? Under Add one by hand, enter their First Name, Last Name, Phone, and Email, then choose Add Contact. A phone number or an email is enough — either one gives us a way to reach them. You will see "Contact added — waiting for your approval."
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. The file must be a .csv — Excel .xlsx files aren't accepted, so save your spreadsheet as CSV 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." That consent is what keeps your sending compliant.
Contacts you add by hand or import wait for your approval before any request goes out. Contacts that arrive through a connected tool follow your normal per-job flow instead — that's the point of connecting one.