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Review Matching: Associating Reviews with a Customer Profile

Steer automatically matches reviews left in Google, Facebook, and Yelp with an existing customer profile. In the instance a customer leaves a review using a different name, you are manually able to associate that review to their profile.

Automatically Associating Reviews to Customer Profiles

Steer will match reviews left in Google, Facebook, and Yelp with the existing customer profile in the shop based on matching First and Last Name. 

Manually Associating Reviews to Customer Profiles

  1. Navigate to Reputation > Reviews 
  2. Locate the review you would like to associate to a customer profile. 
  3. Click the "⌄" beside the customer name on the review. 
  4. Locate the correct customer > Click +Associate

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This review has now been associated to the customer's profile. 

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