Overview
The Customers page shows every customer who has been invited to leave a review. Use it to track how many invitations have gone out; search for specific customers; view their activity history; pause or restart their invitation; and bulk import a list of contacts to send invitations at scale.
This article walks through reading the summary cards, working with the customer table, viewing individual customer details, and using the bulk import tool.
Check your invitation summary cards
At the top of the page, summary cards give you a quick count of invitation usage for the current billing period.
Total Invited Customers – Shows how many invitations have been used out of your plan's total allowance (for example, 47/200).
Invited This Cycle – Shows how many invitations have been sent from the currently selected location during the current billing period.
Both cards show the date when your invitation count resets for the next billing cycle.
Search for a customer
Use the search bar above the table to find a customer by name or other details. Start typing at least three characters, and the table updates automatically. To clear the search, delete the text in the box.
Read the customer table
Every invited customer appears as one row. Here is what each column shows:
Column | What it contains |
Invited On | Date the invitation was sent |
Location | The business location the invitation came from |
First Name / Last Name | The customer's name |
Email address the invitation was delivered to | |
Phone Number | Phone number used for any SMS invitation |
Source | The channel or integration that added this customer (for example, manual entry or a CRM) |
NPS Score | The NPS rating the customer gave, if they responded |
Ratings | Star rating and review platform, if the customer left a review |
Actions | Buttons to view activity, stop the invitation, or restart it |
Customers who did not respond to their invitation show no values in the NPS Score or Ratings columns.
Check a customer's activity history
Click the activity icon in the Actions column for any row to open that customer's detail panel. The panel has three sections.
Customer profile
Contact details — name, email, phone number, and invitation date. If the invitation included an employee or service name, those appear here too.
Linked review
If the customer left a review after receiving the invitation, it shows up here with the reviewer name, date, NPS score, star rating, platform, review text, and sentiment tag. Click Reply to jump straight to that review in My Reviews.
Review invitation history
A timeline of everything that happened after the invitation was sent: when it was delivered, when the customer opened it, when they clicked the review link, which platform they chose, and when they submitted their NPS score. Events are grouped by date, with the most recent at the top.
Stop or restart an invitation
Each active invitation has a Stop button in the Actions column. Clicking it pauses further messages to that customer. A confirmation dialog appears before the change is saved.
If an invitation has been stopped, a Restart button appears in its place. Clicking it resumes the invitation sequence for that customer.
Note: Viewer role cannot stop or restart invitations.
Import a customer list with Bulk Import
To send invitations to many customers at once, click Bulk Import in the top-right area of the table.
Note: You cannot use Bulk Import on Free or Free Trial plans. Viewer role also cannot access this feature.
For the full step-by-step workflow (CSV requirements, column mapping, channel options, send speed, and troubleshooting), see Bulk Import.
Tips
Use the Invited This Cycle card to monitor whether you are approaching your location's invitation limit before the billing period resets.
Open the customer detail panel to verify whether a customer actually opened the invitation and which platform they visited, before following up manually.
If a customer asks to stop receiving messages, use the Stop button in the Actions column rather than deleting the record. This keeps their history intact.
When preparing a CSV for bulk import, include both email and phone number columns so you can choose either channel at send time without re-importing.
Name each bulk import list clearly (for example, "May 2026 – Downtown Location") so you can tell imports apart in the table.
Frequently asked questions
What does the Total Invited Customers count include?
It counts every invitation sent from your account across all locations during the current billing period, up to the limit on your plan. The count resets on the date shown below the progress bar.
Why don't I see the Total Invited Customers card?
Accounts configured as Agency Client users do not see this card. You will still see the Invited This Cycle card, which counts invitations from the currently selected location.
Can I add more invitation credits if I reach my limit?
Yes — click the Buy More link on the Total Invited Customers card to add an Invitations Boost. This link is only visible to users with billing access (Owner or Admin role) on a paid plan that is not Starter.
Why is Bulk Import unavailable on my account?
Bulk Import requires a paid plan and an eligible role. It is not available on Free or Free Trial plans, and Viewer role cannot access it. For full requirements, see Bulk import.
Why is there no NPS score or rating for some rows?
Those columns only fill in when the customer responded to their invitation and completed the review flow. Customers who never opened or replied to the invitation show nothing there.
What can a Viewer do on this page?
Viewers can see the full Customers page and open any customer's activity panel. They cannot stop or restart invitations and cannot access Bulk Import.