Add Multiple Review Platforms to One Widget
During widget setup, click the + icon beside "Platform."
Add more sources like Google, Facebook, Yelp, etc.
Finish setup → insert the updated code into your website.
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How to Request Reviews from Clients?
Option 1 – One-by-One Go to Customers → select or add a client. Fill in their name, email, and phone. Choose Email/SMS/WhatsApp → Click Submit. Option 2 – Bulk Upload Go to Review Management → Upload CSV. Use the Sample File to format your data. ...
Managing Multiple Business Locations?
Use the Location Dropdown in the top-right corner of your dashboard. Switch between branches to view/manage reviews per location.
How to Import Your Customer Contacts?
You can manually add contacts in Customers. Or upload a CSV file from the Import Contacts section. Once uploaded, you can start sending review requests right away.
How to Integrate Propel with QuickBooks, Clio, Jobber, Google & Others
Go to Settings → Integrations. Select the service (e.g., QuickBooks, Clio, Stripe, Google). Click Connect, log in, and grant permission. Propel will sync contacts and automate review outreach.
Show Only High-Rated Reviews
In the Setup Widget step: Set a minimum star rating (e.g., 4 stars). Choose how reviews are sorted (newest first, etc.). Enable pop-ups or Propel-only reviews if desired. Click Next, copy the code, and embed it on your site.