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1. Navigate to Business Reviews
From the left-hand navigation panel, click on Biz Reviews to access the Biz Reviews module and initiate the creation process.
2. Click on Create Business Review
Once you are in the Biz Reviews module, you will find the Create Biz Review option on the right-hand side. Click the dropdown to view the available options.
3. Select the Business Review Frequency
You will see different types of business reviews that you can create based on your requirements: Weekly Review Bi-weekly Review Monthly Review Quarterly Review Select the frequency that best suits your business requirements.
4. Initiate the Creation
Click on "Create Biz Review" to proceed with setting up your business review.
5. Enter the Business Review Details
You will be prompted to enter the required details to configure the business review:
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Meeting Name: Enter a name for the business review
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Owner: Select the owner responsible for the business review
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Frequency: Choose how often the business review should take place, such as weekly, bi-weekly, monthly, or quarterly
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Start Date: Select the date on which the business review should begin
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Time: Set the scheduled time for the business review
Make sure all the details are entered correctly before proceeding.
6. Enable Auto Add Next Business Review
You will also find an option called Auto Add Next Business Review. Enable this option if you want the next business review to be automatically created in advance.
For example, if you are creating a bi-weekly business review, the next review will be created 7 days before the scheduled meeting date. This ensures that the upcoming review is available in advance.
7. Add the Business Review
Once you have entered all the required details and configured the settings, click Add to complete the creation process.
Your business review will now be created with the selected configuration.
8. Edit or Manage an Existing Business Review
If you want to make changes to a newly created business review, navigate to the Business Reviews module and locate the review.
Click on the three vertical dots (⋮) available on the right-hand side of the business review.
9. Manage Monthly Business Review
You will see the following options:
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Edit Review: Make changes to the existing business review details
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Past Reviews: View previously conducted business reviews
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Delete Review: Delete the business review if it is no longer required
Select the appropriate option based on your requirements.
