How to request client testimonials?
There are two ways you can request testimonials from your clients:
Automatically collect testimonials every time you record a payment
Request testimonials manually from the “Manage Testimonial” section
Let’s see how,
Before starting, ensure that your __Refrens Business Profile__ is set to public, as clients won’t be able to submit their testimonials if your profile is private. (Learn how to set a business profile as public/private)
Go to Business Settings > Email Configurations > Email & Notifications and turn on the “Testimonial Email” toggle:
Once enabled, Refrens will automatically send a testimonial request to your clients via email every time you record a payment against an invoice.
For example, here I am recording a payment against one of my clients’ invoice:
Once the payment is recorded, the client will automatically receive a testimonial request email as shown below:
When the client clicks on the “**Give A Testimonial**” button, they’ll be redirected to a feedback form where they can easily share their testimonial/review.
Once the review is submitted, it will be visible on your Refrens account under Profile > Manage Testimonials:
If you want to show this testimonial on your business profile, simply turn on the ‘Show in Profile’ toggle.
__Learn more about Refrens business profile>__
If you want to manually request a testimonial from a particular client, you can do that from Profile > Manage Testimonials > Request a Testimonial:
Once you click on “Request a testimonial”, a pop-up will appear:
When you select the client name from the dropdown menu, the system will auto-fill the client's name and email (which you can edit if needed).
Once done, click ‘Send Request’ and the client will receive a testimonial request via email as described in the section above.
That’s it!
In case you still have questions, reach out to us at __care@refrens.com__ or contact us via live chat support for quicker assistance.
Automatically collect testimonials every time you record a payment
Request testimonials manually from the “Manage Testimonial” section
Let’s see how,
Before starting, ensure that your __Refrens Business Profile__ is set to public, as clients won’t be able to submit their testimonials if your profile is private. (Learn how to set a business profile as public/private)
1. Request Testimonials Automatically
Go to Business Settings > Email Configurations > Email & Notifications and turn on the “Testimonial Email” toggle:
Once enabled, Refrens will automatically send a testimonial request to your clients via email every time you record a payment against an invoice.
For example, here I am recording a payment against one of my clients’ invoice:
Once the payment is recorded, the client will automatically receive a testimonial request email as shown below:
When the client clicks on the “**Give A Testimonial**” button, they’ll be redirected to a feedback form where they can easily share their testimonial/review.
Once the review is submitted, it will be visible on your Refrens account under Profile > Manage Testimonials:
If you want to show this testimonial on your business profile, simply turn on the ‘Show in Profile’ toggle.
__Learn more about Refrens business profile>__
2. Request Testimonials Manually
If you want to manually request a testimonial from a particular client, you can do that from Profile > Manage Testimonials > Request a Testimonial:
Once you click on “Request a testimonial”, a pop-up will appear:
When you select the client name from the dropdown menu, the system will auto-fill the client's name and email (which you can edit if needed).
Once done, click ‘Send Request’ and the client will receive a testimonial request via email as described in the section above.
That’s it!
In case you still have questions, reach out to us at __care@refrens.com__ or contact us via live chat support for quicker assistance.
Updated on: 09/06/2025
Thank you!