What if I don’t have a Google Business Profile?

No problem. Canvas Score will prompt you to create a Google Business Profile during setup. Click "Sign up with Google" and follow the guided steps to create and connect your profile.

What is Canvas Score and what does it do?

Canvas Score is a marketing automation platform that helps manage your online reputation and customer engagement. It connects with your Google Business Profile and, when applicable, your practice management system to sync contacts, send experience surveys, encourage referrals, and make it easier to respond to reviews in one place.

Does Canvas Score work on both desktop and mobile?

Yes. Canvas Score is available on desktop and in mobile apps through the Apple App Store and Google Play.

How long does setup take?

Setup only takes a few minutes. Sign in with your Google account, connect your Google Business Profile, and start adding contacts or sending surveys.

What types of businesses is Canvas Score best for?

Canvas Score is designed for any business with a Google Business Profile. It makes it easy to respond to reviews, send NPS surveys to gauge satisfaction, and promote referrals.

Where do I reply to reviews?

On desktop, click "Google Reviews" in the left menu. On mobile, tap "Reviews" at the bottom. From there, you can reply manually or use AI-assisted responses.

How do I add a new user?

Go to Account → Users → Invite User, then enter their email address to send an invitation.

How do I add a contact?

On desktop, go to Contacts in the left menu. On mobile, tap Contacts at the bottom. Add the customer’s name, email, phone number, and optional tags for organization.

Can I upload contacts in bulk?

Yes. You can upload a CSV file to add multiple contacts at once.

How does Canvas Score send messages?

Canvas Score sends messages via SMS text and/or email, depending on the options you select when sending surveys or campaigns.

How do I customize the message that gets sent to customers?

When sending a survey, you can customize your email or SMS signature and message so the outreach matches your brand and tone.

How do I send a Customer Experience Survey (NPS survey)?

Select one or more contacts, click Send Survey, choose SMS, email, or both, preview the message, and then click Send.

How are Promoters, Passives, and Detractors categorized?

By default: Promoters are 9-10, Passives are 7-8, and Detractors are 1-6 on the NPS scale. These ranges can be adjusted in Settings if needed.

How do I create a referral campaign?

Go to Referrals → Referral Incentive Offers → Create New Offer, then fill in your incentive details and message to launch a referral campaign.

Can I run multiple referral campaigns at the same time?

Yes. Multiple simultaneous referral campaigns are available in the Surge package.

What incentives can I offer for referrals?

Common incentives include digital gift cards, service credits, and product discounts. You can choose the incentive that best fits your business.

How are referral leads delivered to my team?

Referral submissions appear directly in the Canvas Score dashboard and can also trigger email or SMS notifications based on your settings.

What does the AI Review Response feature do?

The AI Review Response feature generates suggested replies to your Google reviews using customizable tone and language so you can respond faster and more consistently.

Can I edit the AI response before sending?

Yes. You can edit, refine, or regenerate an AI-suggested response before posting it to your Google Business Profile.

Will Canvas Score reply automatically for me?

No. Canvas Score never posts review responses automatically. You review and approve each reply before it is submitted.

Does Canvas Score integrate with my EHR or practice system?

Canvas Score integrates with select EHR and practice systems and continues to expand compatibility. Contact our team for the latest supported integrations.

Do I need an EHR system to use Canvas Score?

No. You can use Canvas Score with or without an EHR integration.

Which plans include automation?

Surge includes full automation. Echo and Pulse support manual or semi-assisted workflows.

Is Canvas Score month-to-month?

You can choose between monthly or annual billing options.

How many users are included?

Echo and Pulse include 1 user. Surge includes up to 3 users.

What if I need additional contacts, messages, or users?

Add-ons are available for additional contacts, messages, users, and more. Contact the Canvas Score team for pricing.

How do I update my payment method?

Go to Account → Billing to update your card information or billing details.

How do I upgrade my package?

You can upgrade packages directly through the Billing section or by contacting support.

How do I cancel my account?

Go to Settings → Delete Organization to cancel your account. Note that canceling will permanently remove stored data.

How do I set up my review widget?

Go to Integrations → Review Widgets → Create New Widget, customize the appearance, and generate your embed code.

What is the difference between popup and inline widgets?

Popup widgets display rotating reviews at the bottom of your site. Inline widgets display a testimonials section on a specific page. Both update automatically as new reviews are posted.

What do I do with the widget code?

Send the generated widget code to your website manager or developer so it can be embedded on your site.

Integration

The Power Behind Effortless Growth

Connect once, let Canvas Score take care of the rest.

Seamless Connection, Zero Extra Work

When your practice management system connects with Canvas Score, everything falls into place.

Integration keeps your contacts up to date automatically, ensuring your outreach is always accurate, timely, and completely hands-off. Without manual uploads or constant maintenance, your team stays focused on patients, while Canvas Score handles the rest.

Patient Feedback, Delivered Automatically

With integration, Canvas Score knows exactly when a visit is completed and triggers the right follow-up automatically.

Branded NPS surveys are sent out based on your business rules, helping you understand how patients feel and give you the insights needed to strengthen loyalty and elevate the patient experience.

Smart Referrals Based on Real Sentiment

Based on customer sentiment, Canvas Score sends the right referral prompts to the right people. The result? A steady flow of genuine referrals driven by positive customer experience.

More Reviews With Less Effort

Integration keeps your review process running in the background.

After each visit, Canvas Score sends a follow-up message to encourage patients to leave a Google review, helping your practice build visibility, strengthen credibility, and stay ahead on search without any manual effort.

Built for Practices Focused on Growth

Once Canvas Score integrates with your practice management system, the real value lies in what integration unlocks for your practice: custom workflows, effortless outreach, and a reputation that grows even when you’re not thinking about it.

With integration, Canvas Score becomes the engine behind your growth, running quietly in the background so your day stays simple and your results keep climbing.

If You Have Questions,

Reach out to the Canvas Score team for the latest updates on supported integrations. support@canvasscore.com

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Integration

The Power Behind Effortless Growth

Seamless Connection, Zero Extra Work

Patient Feedback, Delivered Automatically

Smart Referrals Based on Real Sentiment

More Reviews With Less Effort

Built for Practices Focused on Growth

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