Setting Up Your Business

What This Helps You Do

Walk through the essential setup steps to go from a fresh FSRevs account to sending your first review request.

Before You Start

You should have already created your account. You’ll be working in the FSRevs portal — this is where you’ll manage everything about your business.

Step by Step

1. Review Your Location

After registration, FSRevs creates your first location from the details you provided during signup. Visit Locations in the left sidebar to review it.

Check that:

The location name and address are correct
The timezone is correct (this affects notification timing and report dates)
The location identifier makes sense (this is a short label used throughout the system)

If you have multiple locations, you can add more now — see Managing Locations.

2. Add Your Links

Go to My Links in System Configuration. This is where you connect FSRevs to your review platforms, social profiles, and other online destinations. Adding your links now sets you up for everything that follows.

FSRevs organizes links into three categories:

Review Links — Where customers leave reviews (Google, Facebook, and other review platforms). These are used in review flows to direct customers to the right place.
Social Links — Your social media profiles (Instagram, X/Twitter, LinkedIn, etc.). These can appear on public pages and widgets.
Custom Links — Any other URL relevant to your business (booking page, website, loyalty program, etc.).

At minimum, most businesses start by adding:

Google Reviews — If you connected your Google Business listing during registration, this is already set up. If not, you’ll need your Google Place ID — FSRevs can help you find it.
Facebook or other review platforms — Paste the direct URL to your review page.

See Managing Your Links for the full guide on link types and setup.

3. Create Your First Review Flow

Go to Flow Builders under Flows and Forms and create a new review flow.

Setting up flows can feel daunting at first — there are a lot of options. But once you’ve built your first one, you’ll find it’s surprisingly simple. Most of the settings have sensible defaults, and you really only need to decide a few things to get started.

For your first flow, the key decisions are:

Name — Something descriptive like “Post-Service Review” or “Customer Feedback”
Location — Assign it to a specific location, or leave it global for all locations
Sentiment — Whether to ask for a rating (recommended for most businesses)
Feedback — Whether to collect written feedback before routing to a review site
Review site order — How your review links are presented to the customer

Quick Example: A Simple Facebook Review Flow

If you just want to get started fast, here’s a minimal flow that sends customers directly to your Facebook reviews:

Click Create in Flow Builders
Name it something like “Facebook Review”
Set Sentiment to “Required” so you get a rating first
Under review sites, enable only Facebook
Leave feedback enabled with the defaults
Save and you’re done

That’s it — five decisions and you have a working flow. You can always come back later to add more review sites, tweak the wording, or adjust settings.

See Creating a Review Flow for the full setup guide. We’re also building a library of Flow & Form Recipes — ready-made configurations for common scenarios that you can copy and adapt.

4. Set Up a Smart Link (Optional but Recommended)

Smart Links give you permanent, shareable Base URLs for Review Flows, Custom Forms, websites, and simple pages. You can create a primary link while configuring a Flow or Form, or create one directly from Smart Links.

Choose a short, memorable slug (e.g., review or feedback) and link it to the review flow you just created. This gives you a URL like your-workspace.fsrevs.com/go/review.

Smart links are optional, but they’re one of the most versatile tools in FSRevs. You can:

Generate QR codes from your smart link to put on receipts, business cards, table tents, or signage
Add reusable configurations for a location, employee, sender, or campaign
Distribute new visitors across multiple available destinations
Include them in marketing — Add the link to email signatures, newsletters, or social media posts
Embed them on your website — Use them as the destination for “Leave us a review” buttons

See Smart Links for details.

5. Send Your First Request

You’re ready to send your first review request to a customer. You can do this from:

The Launch button in the top navigation
The Quick Actions page in the sidebar
The Send action on a saved customer
The Request Review action in Flow Activity
Or by sharing your smart link directly

See Sending Requests for the full walkthrough.

6. Configure Your Branding (Optional)

Visit Branding in Global Settings to customize how your flows look to customers:

Upload your logo
Set your brand colors
Choose header layout

See Branding Settings for details.

7. Invite Your Team (Optional)

If other team members will be sending requests or managing feedback, add them under Team Members in Global Settings.

See Adding & Managing Users for details.

Recommended Setup Order

Step	What	Why
1	Verify location	Everything else depends on correct location data
2	Add your links	Review flows need somewhere to send customers
3	Create first review flow	Core product value
4	Create smart link	Gives you a shareable URL and QR code immediately
5	Send first request	Validates your setup end to end
6	Branding	Nice to have before high-volume usage
7	Invite team	When ready to scale sending

Common Mistakes

Skipping review links — Review flows need at least one review link configured to route customers properly
Not testing the flow yourself — Use your smart link to walk through the customer experience before sending to real customers
Forgetting timezone — If your location timezone is wrong, scheduled notifications and report dates will be off