A good review from a happy client helps you win the next job. The client portal can ask your client how the job went, and their review shows on your Portfolio page.
Choose when to ask
Open the project and click Client portal in the project's menu.
Click the Reviews tab.
Pick one:
Off: the portal doesn't ask, and the review link doesn't work.
When the job's complete: once you mark the project complete, your clients are emailed the review link and a card on the portal asks them.
Now: a card on the portal asks your client straight away.
If the project is already complete, When the job's complete asks your client now.
Send the review link yourself
Once asking is on, Send the review link appears under the choices.
Click Copy link and send it however you like, or click WhatsApp.
Or click Email the link, tick the clients to email, and click the button, such as Email 2 people. Each person gets their own link, in your name and colours, so a review they leave is theirs to change later. Clients who haven't been asked or haven't reviewed yet start ticked. Others show Reviewed or when they were Asked.
What your client does
Your client taps a star on the portal's How did we do? card, or opens the review link. They pick a number of stars, write Your review, add Your name, tick the box to agree to their review being shown, and tap Send my review. If they open their own link again, they can change their review and tap Update my review.
Where reviews end up
You get a notification when a review comes in. It shows on the Reviews tab, with its stars and who left it, and on your Portfolio page. Click Manage reviews to choose which reviews your Portfolio shows. A review you've hidden shows Hidden.
Why is Email the link greyed out?
Nobody's following the portal yet. Add your client on the Clients tab first, and then you can email them the link.
Why is there no review link to copy?
The shared link to the portal is switched off, so there's no shared review link. You can still email people following the portal their own link with Email the link.
Why did my client say the review link doesn't work?
Asking is set to Off. Pick When the job's complete or Now and the link works again.