Client Review in Zoho Books

Customer feedback is an essential process for any organization. It helps you understand what your customers think about your company. The customer review feature in Zoho Books allows your customers to rate and comment on your organization’s services.

Who wouldn’t love a positive word of mouth?

Requesting a review

Enabling Client Portal

In order to request a review from a customer, you must first enable the client portal for him/her.

If you’ve not enabled client portal for a contact, you can do so by following the instructions below:

Enable Client Portal For Review

Asking for a Review

Once the customer starts using the client portal, you can request review from your customer and ask him to rate your organization’s services. To do that, kindly follow the instructions below:

Request Review Request Review Request Review

Request Review

Request Review

Request Review Request Review

Apart from requesting review from the Contacts section, you can also request review from their clients after manually recording a payment.

Request Review

Disabling the option to request client review

To disable the option to request reviews from customers, go to More Settings -> Portal Settings and uncheck the Enable customer review for my services option.

Client Review Report

Zoho Books also has a separate report to display the list of client reviews that you’ve received from your customers. To access this report, kindly follow the steps mentioned below:

Request Review Request Review

Was this document helpful?
Thank you for your feedback!