EMR is flexible by design. That is powerful, but it also means you do not want to configure every option on day one. Choose your operating model first, then only set up what that model needs.
Choose your path first
Pick the scenario that matches how you want to sell or deliver the platform. The rest of the page updates around that choice so the setup order stays practical.
Full Reputation Management
This is the strongest fit for agencies selling review generation and reputation management as an ongoing service with multiple moving parts.
Best for: Agencies already selling SEO, websites, social, or local marketing that want a fuller recurring offer.
Do these four things no matter what
Every agency path still needs a few shared decisions. Get these right first and the rest of the setup becomes much easier.
Decide your billing model
Choose early whether this will be Stripe-backed, manually billed, or a mix. That decision changes how plans and onboarding should be structured.
Open guideChoose your provider strategy
Decide whether you want to start with the built-in defaults, BYOK, or customer-owned provider flows. You do not need every provider configured on day one.
Open guideSet up your account structure
Get clear on organizations, locations, and who should have access to what before you start onboarding real customers.
Open guidePick the first proof path
Choose whether your first customer experience starts with review collection, widgets, campaigns, or a white-label portal. This keeps setup focused.
Open guidePlan your Google access approach
If you will manage Google reviews or insights for clients, decide early whether the client will connect their own Google account or add your agency account as Manager.
Open guideFollow the checklist for your scenario
This is the shortest useful path for Full Reputation Management. Do these in order.
Set up custom plans first
The plan decides what the customer can see, what credits they get, and whether they can use campaigns, AI, widgets, or provider connections.
Open plan guideCreate the customer structure
Get organizations and locations right before any review data, campaigns, or widgets are attached.
Open structure guideConnect review sources
This is what gives the account real review data and makes widgets, AI, and reporting useful.
Open source guideGet Google access from the client
If Google is part of the service, Manager access makes review syncing, replies, and insights much easier without asking for unnecessary control.
Open Google access guideBuild the feedback form
The feedback form is the destination for campaigns, QR codes, and many collection flows.
Open feedback form guideLaunch the first campaign
Once the form exists and the providers are ready, campaigns make the service operational.
Open campaign guideAdvanced AI features, Search AI, and deeper automations can wait until the collection and campaign layer is working cleanly.
Avoid these mistakes
- Trying to configure every provider before one customer is live.
- Building campaigns before the feedback form is ready.
- Skipping custom plans and then getting confused by credits or feature access later.