How to Manage Feedback
The Feedback feature lets you collect and track client feedback, testimonials, and satisfaction ratings — helping you improve your services.
Accessing Feedback
Navigate to Feedback in the sidebar. You'll see all feedback entries with their client, rating, and date.
Creating a Feedback Entry
Click "New Feedback" and fill in:
- Client — Who provided the feedback.
- Project (optional) — Which project the feedback relates to.
- Rating — Satisfaction score.
- Comments — The client's feedback text.
- Date — When the feedback was received.
Using Feedback
- Track client satisfaction over time.
- Identify areas for improvement.
- Use positive feedback as testimonials.
- See average ratings per client or project.
💡 Tip:
Request feedback at key milestones — after project completion, invoice payment, or contract renewal — to get timely and relevant responses.