Click the icon to view the how to video
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Click "Activities" tab within PunchBoard.
Tip: AI automatically assigns reviews when a team member is listed in your PunchBoard dashboard as a registered user. If a review mentions their name, it will be automatically linked to them.
Since this Google review mentions Lisa Ness, AI will automatically assign it to her as she is a registered PunchBoard user.
Assign Reviews Manually
If a review doesn’t mention a team member, you can manually assign it. On the right side of the review, start typing the name of the team member who generated it. If they are a registered PunchBoard user, their name will appear in the assignment box. If their name doesn’t appear, they are not yet a PunchBoard user and will need to be added.
Tip: You can assign multiple team members to a review, and each will receive the full allotted reward. The amount is not split between them.
Unassign a Review
Simply click the "x" by the person's name, which will detach that person from the review.
Tip: It’s important to designate a PunchBoard admin to oversee this process. Each week, we suggest reviewing unassigned reviews and ensuring they are properly assigned so team members receive credit.
🥊 Happy Assigning!