Communications

How do I send a review request to my client?

To send a review request to your clients, first log into your portal at portal.countingworkspro.com.

From there you will navigate to Clients > Client List:

Now, you will select the name of the client you want to send the review request to. When in their account, look to the top right hand corner and select the Actions buttons and select the Send Review Request option:

Confirm the send when the pop-up appears and your review request will have been sent out to that specific user.