Changelog

What's New?

You can now automatically move customers to a free plan when their paid subscription ends, instead of blocking their access entirely. This keeps customers engaged with your platform even if they can't continue paying.

Why This Matters for Your Agency

Before: When a customer's subscription ended (cancelled or payment failed), they'd lose access completely. You'd have to manually manage these customers or risk losing them forever.

Now: Customers automatically transition to a free plan you define. They stay in your ecosystem, can still use basic features, and are more likely to upgrade again when ready.

Benefits:

• Reduce churn - Keep customers engaged instead of losing them

• Less manual work - No need to manually reassign plans for cancelled subscriptions

• Better customer experience - Customers aren't suddenly locked out

• Upsell opportunities - Free plan users are warm leads for future upgrades

How It Works

When a subscription ends, the system automatically:

1. Moves the customer to your chosen free plan

2. Sends them a notification email explaining the change

3. Logs the transition for your records

When does this trigger?

• Customer cancels → Happens at the end of their billing period (not immediately)

• Payment fails → Happens after Stripe exhausts all retry attempts (typically 1-4 weeks after the first failed payment)

Setup Instructions

Step 1: Create a Free Plan

If you don't already have one:

1. Go to Settings → White Label → Custom Plans

2. Create a new plan and tick "This is a free plan"

3. Configure the features/limits you want free users to have

Step 2: Set Your Default Downgrade Plan

1. Go to Settings → White Label → Stripe Account

2. Find the "Subscription End Behavior" section

3. Select your free plan from the dropdown

4. Click Save

Step 3: Configure Stripe (Important!)

For auto-downgrade to work when payments fail, your Stripe account needs the right settings:

1. Log into your Stripe Dashboard

2. Go to Settings → Billing → Subscriptions and emails

3. Find "Manage failed payments"

4. Set "If all retries fail" to "Cancel the subscription"

⚠️ Why this matters: If set to "Mark as unpaid" instead, the subscription never officially ends, so the auto-downgrade won't trigger. Customers will be stuck in a blocked state indefinitely.

Step 4 (Optional): Set Per-Plan Overrides

Want different paid plans to downgrade to different free plans?

1. Go to Settings → White Label → Custom Plans

2. Edit any paid plan

3. In the "Subscription End Behavior" section, choose a specific free plan for that tier

Customise the Notification Email

When customers are downgraded, they receive an email. You can customise this:

1. Go to Settings → Transactional Emails

2. Find "Subscription Downgraded" template

3. Edit the subject, content, and styling to match your brand

Available placeholders:

• {{ previous_plan_name }} - The plan they were on

• {{ new_plan_name }} - The free plan they've been moved to

• {{ new_plan_features }} - List of features in their new plan

Things to Know

Existing Stuck Customers

This feature only applies to subscriptions that end after you've configured it. Customers who are already in a failed/blocked state won't be automatically migrated. You'll need to handle those manually by either:

• Assigning them to a free plan in their customer profile, or

• Cancelling their subscription in Stripe (which will then trigger the auto-downgrade)

What if I don't set this up?

Nothing changes from current behaviour. Customers whose subscriptions end will simply lose access until they resubscribe.

Can I disable it later?

Yes! Just set the dropdown back to "Do nothing (block access until resubscribed)" and save.

Questions?

If you need help setting this up or have questions about how it works with your specific setup, reach out to our support team.

You now have full control over whether review gating exists at all for your customers.

From today, custom plans can completely hide review gating, meaning the feature won’t appear anywhere in your clients’ experience if you choose not to offer it. This is ideal if you want a simpler, more compliant setup for certain review sites or prefer a single review flow for all customers.

How to Enable It

1. Go to your Agency Account

2. Click Billing & Revenue

3. Open Custom Plans

4. Click Edit on the plan you want to update

5. Under Plan Options, go to Get More Reviews

6. Switch to Advanced View

7. In Advanced Collection Options, choose how review gating is handled

You’ll see three clear options that let you decide exactly how this feature behaves for your customers.

This gives you more flexibility, more control, and cleaner positioning when selling to clients.

Automatically collect reviews from every customer email you send - without changing how you work.

What Is It?

Email-Triggered Invitations is a powerful new automation that turns your existing email workflow into a review-collecting machine. Every time you send an email to a customer - whether it's an invoice, a thank-you note, or a follow-up - your system can automatically send them a review request.

No new software to learn. No manual data entry. No copying and pasting customer details. Just add one simple line to your emails, and watch the reviews roll in.

Why This Changes Everything

The Problem Before

Getting reviews has always required extra work:

• Manually entering customer details into your review platform

• Remembering to send review requests after every transaction

• Copying customer emails from one system to another

• Missing opportunities because staff forgot to request reviews

The Solution Now

Email-Triggered Invitations eliminates all of this. Your existing business emails - the ones you're already sending - now do double duty. Send an invoice? Review request goes out. Send a booking confirmation? Review request goes out. Send a thank-you email? Review request goes out.

Zero extra steps for your team. Maximum review collection.

Works With Every Platform You Already Use

This feature integrates seamlessly with virtually any system that sends emails:

CRM & Sales Platforms

• HubSpot - Trigger review requests from sales emails, deal closures, or customer touchpoints

• Zoho CRM - Connect your customer communications to automatic review collection

• Salesforce - Turn every customer interaction into a review opportunity

• Pipedrive - Close a deal, get a review

Invoicing & Accounting

• QuickBooks - Every invoice becomes a review request

• Xero - Payment confirmations trigger reviews

• FreshBooks - Bill a client, request a review

• Wave - Small business invoicing with built-in review collection

Email Marketing

• Mailchimp - Add review triggers to your campaigns

• Constant Contact - Turn newsletters into review generators

• ActiveCampaign - Automate reviews as part of your sequences

• Klaviyo - E-commerce email flows that collect reviews

Booking & Scheduling

• Calendly - Appointment confirmations that request reviews

• Acuity Scheduling - Service bookings become review opportunities

• Square Appointments - Every booking, every review chance

Customer Service

• Zendesk - Resolved tickets trigger review requests

• Freshdesk - Happy customer? Get that review

• Intercom - Turn support success into social proof

E-commerce

• Shopify - Order confirmations that collect reviews

• WooCommerce - Purchase emails become review requests

• BigCommerce - Every sale, every review opportunity

Any Email Client

• Gmail - Works with your everyday emails

• Outlook - Perfect for service businesses

• Apple Mail - Simple setup, powerful results

• Any SMTP email - If it sends email, it works

Two Powerful Methods

Method 1: BCC Trigger (Simplest)

Perfect for: Manual emails, small teams, quick setup

Just add your unique trigger address to the BCC field when you send any email. That's it. The customer's email address is automatically captured, and a review request is sent.

How it works:

1. Compose your normal email to a customer

2. Add your unique trigger address to BCC

3. Send your email as usual

4. Review request is automatically sent to your customer

Best for:

• Gmail, Outlook, Apple Mail users

• Service businesses emailing clients directly

• Teams who want the simplest possible setup

Method 2: Code Snippet (Most Powerful)

Perfect for: Email templates, CRM automations, high-volume senders

Add a small, invisible code snippet to your email templates. This method captures not just the email, but also the customer's name and phone number - enabling both email AND SMS review requests.

How it works:

1. Add a tiny code snippet to your email template

2. Use merge fields to automatically fill in customer details

3. Every email sent from that template triggers a review request

4. Optionally send SMS follow-ups for better response rates

Best for:

• CRM and marketing automation platforms

• Invoice and booking confirmation emails

• High-volume businesses wanting maximum data capture

• Teams who want SMS + email review requests

Key Benefits

For Your Agency

Increase Client Retention Clients who see a steady stream of reviews are happy clients. This feature makes review collection effortless, meaning better results and longer contracts.

Differentiate Your Service Offer something competitors can't - seamless integration with any platform your clients already use. No more "you need to use our specific tools" conversations.

Reduce Support Requests No more manually importing contacts or troubleshooting complex integrations. Set it once, and it works forever.

Scale Effortlessly Whether your client sends 10 emails a day or 10,000, the system handles it automatically.

For Your Clients

No Learning Curve They keep using the tools they already know. No new software, no training, no behaviour change required.

Never Miss a Review Opportunity Every customer interaction becomes a potential review. No more "we forgot to ask" situations.

Better Response Rates Review requests that arrive close to the customer experience get better response rates. This automation ensures perfect timing.

SMS + Email for Maximum Impact With the code snippet method, send both email and SMS review requests - dramatically increasing response rates.

How to Set It Up

Step 1: Access the Feature

1. Log into your dashboard

2. Click Customer in the sidebar

3. Navigate to Connect > Automations

4. Select Email-Triggered Invitations

5. Click Set Up

Step 2: Follow the Setup Wizard

The guided wizard walks you through everything:

1. Choose Your Campaign - Select which review campaign should receive the contacts

2. Select Your Method - BCC Trigger or Code Snippet

3. Get Your Unique Address/Code - Copy it to use in your emails

4. Test It - Send a test email to confirm everything works

Step 3: Add to Your Emails

For BCC Method:

• Add your unique trigger address to the BCC field

• That's it - you're done!

For Code Snippet Method:

• Add the snippet to your email template

• Replace the placeholder values with your platform's merge fields

• Save your template

Real-World Examples

Example 1: The Accountant

Sarah runs a small accounting firm. After completing a tax return, she sends a thank-you email to her clients. Now, she simply adds her trigger address to BCC. Every thank-you email automatically triggers a review request. In 3 months, her Google reviews went from 12 to 47.

Example 2: The Home Services Company

Mike's plumbing company uses ServiceTitan for invoicing. His admin adds the code snippet to their invoice email template. Now, every completed job automatically generates a review request - including the customer's name and phone number for SMS follow-up. Review volume increased 340%.

Example 3: The Marketing Agency

A digital marketing agency manages 50 clients, each using different CRMs and tools. Instead of building custom integrations for each, they train clients to add a BCC address or snippet to their existing workflows. Setup time dropped from hours to minutes per client.

Example 4: The E-commerce Store

An online retailer adds the code snippet to their Klaviyo post-purchase email flow. Every order confirmation now includes an invisible trigger. Reviews are collected automatically, and customer names are captured for personalised follow-up.

Frequently Asked Questions

Q: Will customers see the trigger address or code? No. The BCC address is never visible to recipients. The code snippet is completely invisible - it renders as hidden text that customers never see.

Q: What if I send emails to multiple recipients? Each recipient in the To: field will receive a review request (when using BCC method). With the code snippet method, you control exactly which customer details are captured.

Q: Can I use this with my existing campaigns? Yes! Email-Triggered Invitations connects to your existing review campaigns. You choose which campaign each trigger is connected to.

Q: What happens if the same customer is emailed twice? The system handles duplicates intelligently, respecting your campaign's settings for contact frequency.

Q: Is there a limit to how many emails I can process? No artificial limits. The system scales with your needs.

Q: Do I need technical knowledge to set this up? Not at all. The setup wizard guides you through everything in plain English. Most users are up and running in under 5 minutes.

Getting Started Today

Email-Triggered Invitations is available now. To activate:

1. Go to Customer > Connect > Automations

2. Click Email-Triggered Invitations

3. Click Set Up and follow the wizard

Start turning every customer email into a review opportunity - automatically.

What’s New

We’ve introduced the Smart Plan Setup Wizard. It helps you create clean, professional pricing plans in under 60 seconds, without second-guessing your limits or copying competitors.

Why This Matters

Setting up pricing plans used to be frustrating. You’d stare at dozens of settings, wonder how many emails or SMS credits made sense, and hope you weren’t underpricing or overpromising. Many agencies either spent hours tweaking things or just mirrored another tool’s pricing without really knowing if it fit their business.

The Smart Plan Setup Wizard removes that uncertainty.

How It Works

You start by selecting your industry from over 100 options, such as restaurants, dental clinics, real estate, or contractors. If you’d rather not choose one, you can skip this step and use smart defaults.

From there, we handle the calculations. Using real industry data, the wizard recommends sensible limits for email credits, SMS credits, locations, team members, and features.

Finally, you review everything in one place. You’ll see clearly defined Starter, Professional, and Enterprise plans and can create all three instantly with a single click.

What You Get

You’ll end up with three ready-to-use plans:

Starter is designed for small businesses just getting started and includes 250 emails, 50 SMS credits, and one location.

Professional is the recommended option for most customers, with 1,000 emails, 200 SMS credits, and three locations.

Enterprise is built for high-volume businesses and includes 5,000 emails, 1,000 SMS credits, and up to ten locations.

Each plan also includes a built-in 14-day trial, industry-appropriate feature settings, clear feature lists your customers can easily understand, and sensible limits that protect your margins while still delivering real value.

Where to Find It

If you’re a new agency, the wizard will appear automatically the first time you try to create a customer.

If you’re an existing agency, you’ll find a new “Smart Setup” button on your Custom Plans page.

The Bottom Line

Stop overthinking pricing. In the time it took to read this update, you could already have three professional plans ready to sell.

We’re excited to share a set of powerful improvements to the Local Search Grid inside your platform. These updates are designed to give you clearer insights, smoother reporting, and even more value for your clients.

🔍 Multi-Keyword Scans

You can now include multiple keywords in a single scan setup, making it easier to track visibility across different services or search terms without running separate reports.

🗺️ Hybrid Map View

A new Hybrid Map option is available, combining map and satellite views. This makes it much easier to accurately place pins and reflect real-world search locations.

⏱️ Timeline & Play View

When multiple scan snapshots are available, you’ll now see an improved timeline view:

• Quickly switch between past scans

• Use the play option to watch ranking changes over time
  Perfect for showing progress and trends to clients.

✨ Improved UX & Interface

The entire Local Search Grid experience has been refreshed with a cleaner, more intuitive layout — making it easier for both you and your clients to understand and use.

📊 Richer Shareable Reports

Shared reports now include:

• More detailed insights

• Clear competitor breakdowns

• Visual indicators showing improvements or drops since the last scan

This makes reports far more compelling when sharing with prospects or existing clients.

📄 White-Label PDF Exports

You can now download fully white-label PDF reports, available in most languages — ideal for:

• Client reporting

• Sales proposals

• Email follow-ups

These updates are live now and ready to use. As always, our goal is to help you sell, retain, and deliver more value with confidence.

We're incredibly excited to announce Sales Intelligence — the most powerful client acquisition tool we've ever built. This isn't just another feature update. This is a complete game-changer for how you find, qualify, and close new clients.

Imagine having a dedicated research team that works 24/7, analyzing every potential client in your market, showing you exactly who needs your services most, and giving you the insights to close deals faster than ever before.

That's Sales Intelligence.

💡 What is Sales Intelligence?

Sales Intelligence is your all-in-one command center for:

• 🔍 Finding high-value prospects in any market, any niche, anywhere

• 📊 Generating professional audit reports that showcase exactly why businesses need you

• 🤖 Testing AI visibility to show prospects if they're invisible to ChatGPT, Gemini, and Perplexity

• 📈 Managing your sales pipeline with smart lead scoring

• ⚡ Closing more deals with data-driven insights that make your pitch irresistible

🌟 Why Your Agency Needs This

The Problem

Cold outreach is exhausting. You spend hours researching businesses, crafting pitches, and hoping something sticks. Most prospects ignore you because your message doesn't resonate with their specific situation.

The Solution

Sales Intelligence does the research for you in seconds. Every prospect gets a personalized analysis showing:

• Their exact reputation score vs competitors

• How many reviews they're missing compared to market leaders

• Whether they're invisible to AI search (a massive blind spot most don't know about!)

• Specific action items to improve their online presence

• Revenue opportunity they're leaving on the table

When you reach out with this level of insight, you're not just another salesperson — you're the expert who already understands their business.

🎬 Getting Started in 5 Minutes

How to Access Sales Intelligence

1. Log into your Agency Dashboard

2. Navigate to Find & Win Clients → Sales Intelligence

3. Follow the quick setup wizard

Setup Wizard (One-Time, 4 Easy Steps)

Step 1: Welcome & Overview

Learn about the Bring-Your-Own-Key (BYOK) model. No subscription fees for API usage — you only pay for what you use. Complete transparency, complete control.

Step 2: Connect DataForSEO

This powers your business discovery and reputation data:

• Enter your DataForSEO credentials (email + API password)

• Choose your queue mode:

  • Standard — Cost-effective for regular use

  • Priority — 2x speed for time-sensitive campaigns

💡 Pro Tip: Start with Standard mode. Priority is great for urgent campaigns but costs twice as much per search.

Step 3: Connect AI Provider

Choose how you want to power AI analysis:

OpenRouter

• One key, multiple AI models

• Access to Gemini, ChatGPT, and Perplexity

• Best value and flexibility

Step 4: You're Ready!

Save your settings and start finding clients. The wizard validates everything before you begin — no surprises.

🎉 Optional: Add AnyMailFinder later to automatically find decision-maker email addresses for your prospects. - Click settings and scroll.

🔥 Core Features

1. Prospect Search — Find Your Perfect Clients

Discover businesses that desperately need your help:

Two Powerful Search Modes:

Smart Filters to Find the Best Opportunities:

• ⭐ Rating Range — Target businesses with 3-4 stars (room to improve!)

• 📝 Review Count — Find businesses with few reviews (easy wins)

• ✅ Claimed Status — Unclaimed listings = businesses not paying attention

• 🌐 Has Website — Filter by online presence

• 📞 Has Phone — Ensure contactability

Every Result Shows:

• Business name, location, and category

• Current rating and review count

• Opportunity Score — Our AI-powered prediction of how likely they are to convert

• Quick actions: Generate report, save to pipeline, find email

2. Reputation Analysis Reports — Your Closing Weapon

Generate stunning, professional reports that make prospects say "How do you know all this?"

Two Report Types:

📊 Full Analysis Report (~$0.02-0.03)

The complete package for high-value prospects:

• AI Visibility testing across 3 platforms

• Deep sentiment analysis of their reviews

• Comprehensive competitor benchmarking

• Full market position analysis

• Specific action recommendations

💰 Budget Report (~$0.01-0.02)

Perfect for volume prospecting:

• Core reputation metrics

• Basic competitor overview

• Trust score and key insights

• Cost-effective for initial outreach

What's Inside Every Report:

🔑 Pro Tip: The AI Visibility section is GOLD. Most business owners have no idea they're invisible to AI search. When you show them this, you immediately establish yourself as the expert.

3. AI Visibility Testing — The Feature That Closes Deals

This is unlike anything your competitors have.

What We Test:

• 🤖 ChatGPT — Does the business appear when someone asks "best [category] near me"?

• 🌟 Gemini — Is Google's AI recommending them?

• 🔍 Perplexity — Are they visible in AI-powered search?

Why This Matters: AI is becoming the new search. When someone asks ChatGPT for restaurant recommendations, ChatGPT doesn't show Google results — it makes its own recommendations based on reputation signals.

Businesses that don't appear in AI results are losing customers they don't even know exist.

Show your prospects this blind spot, and you've instantly differentiated yourself from every other agency pitching them.

4. Pipeline Management — Track Every Deal

Never lose track of a prospect again:

Lead Stages:

• 🆕 Discovered — Fresh from your searches

• 💬 Interested — They've engaged

• 🌱 Nurturing — Building the relationship

• ✅ Qualified — Ready to close

• ⏸️ On Hold — Timing not right

• 🏆 Won — Converted to client!

• ❌ Lost — Didn't convert (track why)

Smart Lead Scoring: Every lead gets an Opportunity Score based on:

• Rating improvement potential

• Review response gaps

• AI visibility status

• Market position

• Sentiment issues

• And our machine learning system that gets better with the more data you give it!

Focus your energy on the leads most likely to convert.

5. Territories — Save & Scale Your Searches

Found a winning search formula? Save it as a Territory:

Example Territories:

• "HVAC Companies - Phoenix Metro"

• "Restaurants with 3-4 Stars - Downtown LA"

• "Unclaimed Dental Practices - Chicago Suburbs"

Territory Features:

• 🔄 One-Click Re-run — Instantly repeat any saved search

• 📊 Success Tracking — See how many leads each territory generates

• ⭐ Favorites — Star your best-performing searches

• 🎨 Custom Colors & Icons — Visual organization

• 👥 Team Sharing — Share territories with your sales team

6. Email Discovery — Find Decision Makers

Connect AnyMailFinder to automatically find:

• Business owner emails

• General company contacts

• Specific decision-maker addresses

Stop wasting time hunting for contact info. Get direct lines to the people who can say yes.

👥 For Sales Teams

Sales Intelligence isn't just for agency owners — it's built for your entire sales team.

Give Access to Your Sales Agents

Your sales team can:

• ✅ Search for prospects in assigned territories

• ✅ Generate reports for their leads

• ✅ Manage their personal pipeline

• ✅ Track their conversion metrics

Territory Assignment

Assign specific territories to team members:

• "Sarah handles all HVAC companies in Texas"

• "Mike focuses on restaurants in California"

No overlap, no confusion, maximum coverage.

💰 Transparent Pricing

No Subscription Fees. No Hidden Costs.

With our Bring-Your-Own-Key model, you control your costs:

Set Your Own Limits:

• Per-report cost estimates before generating

You're always in control.

🎯 Winning Strategies

Strategy 1: The Niche Domination Play

1. Pick a high-value niche (HVAC, dental, legal, etc.)

2. Save it as a Territory

3. Generate reports for the top 20 opportunities

4. Reach out with personalized insights

5. Close 3-5 new clients per niche

Strategy 2: The AI Visibility Hook

1. Search for businesses in your area

2. Generate Full Analysis reports

3. Lead with AI Visibility findings

4. "Did you know you're invisible to ChatGPT?"

5. Watch their eyes widen

Strategy 3: The Competitor Gap Attack

1. Find businesses ranked 2nd-5th in their market

2. Show them exactly what #1 has that they don't

3. Present a clear path to overtake competitors

4. Position your services as the solution

Strategy 4: The Volume Play

1. Use Budget reports for initial outreach

2. Qualify interested prospects

3. Generate Full Analysis for serious leads

4. Use detailed insights to close

🛡️ White-Label Ready

Your Brand, Your Reports

Customize every report with:

• Your agency logo

• Custom CTAs (Free Trial, Book a Demo, Contact Us, etc.)

• Trust signals ("No Credit Card Required", "Cancel Anytime", etc.)

• Success stories from your clients

To get started go to: White-label → Report Branding

When prospects see these reports, they see YOUR agency — not ours.

📱 Share Reports Instantly

Every report gets a unique shareable link:

• Send directly to prospects

• Track view counts

No PDFs to email. No attachments to lose. Just one link that works perfectly on any device.

🚀 Start Winning Today

Sales Intelligence is available now in your agency dashboard.

Get Started:

1. Go to Find & Win Clients → Sales Intelligence

2. Complete the 5-minute setup wizard

3. Run your first search

4. Generate your first report

5. Close your next client

💬 Questions?

Our support team is here to help you get the most out of Sales Intelligence. Reach out anytime.

🙏 Thank You

We built Sales Intelligence because we believe agencies like yours deserve better tools. Tools that actually help you win. Tools that give you an unfair advantage.

This is our biggest release of 2025, and we couldn't be more proud to put it in your hands.

Now go close some deals. 🎯

The EmbedMyReviews Team

P.S. — Have feature requests? We're just getting started. Sales Intelligence will continue to evolve based on your feedback. Let us know what would make your prospecting even more powerful.

Agencies looking to scale and grow their white-label reputation management business can now onboard Sales Agents directly inside their EMR account!

Sales Agents can log in with their own credentials and have access to:
✅ Create their own customers
✅ Manage only the customers they create (or ones assigned by the agency)
✅ Optionally run Local Search Grid reports for prospecting new clients
✅ View key metrics for their assigned customers

Agencies can also manage agent performance and commissions effortlessly:

💰 Automatic Stripe Tracking – When a sales agent creates a customer, EMR automatically passes agent info (name, email, ID) into Stripe metadata so you can connect any commission or affiliate tool.

🔗 Webhook Support – Set up your own automations or custom integrations to track sales and performance.

📊 CSV Export – Export customer data anytime for manual reporting or payouts.

👉 To get started:
Go to Account & Billing → Sales Agents in your EMR dashboard.

🎉 Bonus: All current subscribed agencies get unlimited access to Sales Agents — our way of saying thank you for your continued loyalty!

We’re wrapping up October with several exciting new features, improvements, and important fixes — all designed to make your agency experience smoother and more powerful.

💬 Bulk Auto-Respond to Old Reviews

You can now automatically reply not only to new incoming reviews, but also to old reviews from the past — perfect for onboarding new clients and bringing their review profiles up to date.

How to use it:
Log in as a customer → go to Settings → Auto Respond → open an existing auto-respond rule → enable Old Reviews.

🏆 Review Gamification

Motivate your clients to get more reviews!
You can now enable Review Gamification, a new optional feature that helps clients visualize how more reviews can boost their Google rating and business performance.

• Disabled by default — you can turn it on anytime.

• Built using real-world research and behavior studies.

• Perfect for agencies that want to add a fun, motivational edge.

To enable or learn more:
Go to White-label → Configuration → Advanced → Google Rating Progress Gamification

🎥 Custom Onboarding Videos

Help your clients onboard themselves faster!
You can now upload your own onboarding videos — branded and tailored to your process.

To get started:
Go to White-label → Configuration → User Onboarding → Onboarding Videos

🌟 White-Label Testimonial Logo

Keep your brand consistent across testimonials!
You can now upload a custom testimonial logo (instead of the default EMR logo) to appear wherever testimonials are displayed.

To upload yours:
Go to White-label → Configuration → Branding & Appearance → Testimonial Logo

🐞 Bug Fixes & Quality Improvements

We’ve also rolled out several fixes and refinements:

• ✅ Customer Export to CSV — Easily export all customers under Manage Customers → Customers → Export CSV

• ✅ AI Review Assistant — Fixed redirects when used in feedback forms

• ✅ AI Review Cleanup — Improved sanitization to remove unwanted characters

• ✅ Private Feedback Skip — Reviewers who skip private feedback now go directly to site selection (skipping AI steps)

• ✅ Analytics Dashboard — Review sources are now grouped correctly when viewing all locations

• ✅ Onboarding Checklist — Fixed issue where closing it required a page refresh

• ✅ Custom QR Code Logo Upload — Fixed unexpected upload error

✨ That’s a wrap for October!
We’re always working to make EMR better — faster onboarding, smarter automations, and more customization for your brand.