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PostBack Help & FAQs

About PostBack’s Customer Insights and Business Intelligence Tools

Need help using PostBack? Find answers to frequently asked questions (FAQs) and get the most out of PostBack’s business intelligence tools for your business.

I need help with my account

No problem! Our PostBack team is ready to help. Send us an email with a description of what you need help with >

What is PostBack?

PostBack is a customer intelligence platform for businesses. Our community of businesses believe in looking out for each other by sharing insights. Customers have rated and reviewed your business… now businesses can rate and review customers!

Our goal is to help businesses better understand customer behavior and be able to make more informed decisions throughout the customer relationship.

Is there a PostBack App?

Yes! We are launching the PostBack Customer Insights App for Apple and Android this August. The mobile app will give Premium Members convenient access to customer insights. Whether you’re in the office, meeting a customer, preparing for an appointment, or working in the field, the app makes it easier to access PostBack when you need it. Check back for updates!

How can PostBack help my business?

Have you considered what the actual cost of one bad customer is? Legal fees, refunds, collections, staff time, management time, lost opportunities, reputation damage… it all adds up. PostBack’s suite of business intelligence tools provides you with B2B insights that you can use to help reduce your business risk.

  • Know red flags early — Minimize potential risk to your business by identifying red flag clients before it’s too late. Create “Watchlists” on PostBack so you can see which clients have a history of late payments, cancellations, ghosting, etc.
  • Help other businesses — Share your customer insights so other businesses can better prepare for to interact with all types of customers
  • You’re joining a business community — PostBack is a B2B community standing up for customer behavior accountability.
  • Use the PostBack App — Launching in August for Apple and Android, the streamlined PostBack App will give your team access to customer insights on the go!

Who can use PostBack?

PostBack is currently available to:

  • Users in the United States
  • Anyone affiliated with a business that has interactions with customers
  • Users who are 18 years or older
  • All industries
  • Any form of work including contractors, freelancers, business owners, employees, babysitters, etc.

Read more in our Terms & Conditions >

What is a Postie?

A Postie is an anonymous, structured customer review that contains firsthand business insights including:

  • “Recommended” or “Not Recommended”
  • Customer behavior characteristics
  • Industry
  • Location
  • B2B personal insights — Launching soon!

Postie is also the name of our helper character…. we’re a little obsessed.

How can my business rate and review customers with PostBack?

To rate and review customers on PostBack, you’ll create a customer review called a “postie.”

  • Recommendation Status — You’ll let other businesses know whether a customer is “Recommended” or “Not recommended”.
  • Behavior Insights — Provided customer behavior insights with our easy-to-use icons
  • Industry & Location — Identify the industry and area you worked with a customer in.
  • New feature coming soon: Custom B2B Insights — You’ll be able to provide a brief, personal B2B insight that will display with the Postie review. Be mindful not to include any identifying or slanderous content as this will appear publicly.
  • Manage your Reviews — Reviews you make can be managed from your account Dashboard
Review a Customer >

Are Posties anonymous?

Yes. PostBack is designed to protect the identity of businesses contributing customer insights. Your personal name and business information are never displayed as part of your Postie.

Businesses should still use appropriate judgment when submitting information and should never share information they are not legally permitted to disclose.

Can I suggest a new type customer behavior to include on Posties?

Yes! We built PostBack for your business and absolutely want to know what can improve it for you. Suggest a customer type >

What are PostBack’s main business tools?

Rate a Customer >
Screen Customers >

PostBack provides four core areas of tools and services:

How to Screen Customers

Screen customers before doing business together.

Search PostBack for customer insights before accepting a new customer, appointment, contract, service agreement, or other business arrangement. Customer reviews on PostBack let you know if a customer has been “recommended” or “not recommended,” and provide insight into behaviors they exhibited when working with other businesses. Search Posties to find customers in your industry and/or area. Customer screening can help your business identify potential behavior patterns so you can make more informed decisions.

How to Review Customers

Review customers and share your firsthand experience

Business can create a Postie review of a customer to provide structured feedback about customer behavior. Businesses mark a customer as “recommended” or “not recommended”, identify behaviors exhibited by the customer, and then make note of the industry and area they worked with the customer in. An upcoming feature is the addition of personal B2B insights.

Your experience may help another business understand what to expect when interacting with the same customer. That’s gotta’ be some serious karma points!

How to Track Customers

Track customers with Watchlists and Bookmarks

Watchlists

Save custom searches as Watchlists that automatically update when a match is found. You’ll be able to save multiple Watchlists to track what’s most important for your business. Watchlists are managed from your account Dashboard.

Bookmarks

Bookmark and group individual reviews to save for later. Keep track of customers that are relevant to your business. Bookmarks are managed in your account Dashboard.

How to Improve Your Team’s Customer Service Skills

Improve customer service with our training resources

Understand different customer types and improve your team’s customer interactions. Prepare your team for a wide variety of customer types. Be prepared with practiced responses and strategies for the most challenging customers.

PostieDex Guide to Customer Types

Inspired by our love of card games, PostBack’s customer service experts developed this resource as an engaging way for your teams to prepare for a variety of customer behaviors. Learn how to recognize customer behavior types, and better understand how to work with them. Review the PostieDex >

PostBack Blog

The PostBack Blog covers a diverse set of topics including: customer service, topics to help your business, insights from our start-up experience, and issues around online reviews. Read the blog >

Can I blog about customers?

No. PostBack is not intended to be a blogging or social media platform. The purpose of PostBack is to provide structured customer intelligence, business tools, and customer service resources.

We are currently working on a B2B insights feature that allows businesses to include a short insight into their personal experience with a customer that will appear with the Postie review, and will be restricted to Premium Member.

Do I need to be a business to use PostBack?

Yes. You need to be affiliated with a business and have interactions with customers. This may include work as a contractor, freelancers, business owner, employee, babysitter, etc.

Do I have to provide my business name?

No. We don’t allow blogging and your account username is just to get you access to use PostBack.com. We welcome medical providers, freelancers, contractors, etc. Remember, it is okay for a business to stand up to internet criticism and bad customer behavior..

What if I have multiple businesses?

No problem. You can rate and review customers from multiple businesses from your one PostBack account. Your name and business name never appear on your reviews.

Is PostBack restricted to certain areas or professions/industries?

PostBack is currently available for the United States. Any industry is welcome to use PostBack.

Does PostBack comply with HIPAA and other privacy requirements?

We’ve provided pre-filled options for your businesses to describe your clients. Additionally, your business information does not show on the review. As a result, you would not be giving up vital HIPAA information.

We’ve created PostBack’s client rating system to protect businesses. PostBack does not take responsibility for any HIPAA violations. We do not want to violate anyone’s rights here at PostBack. Please confirm with your legal team what is appropriate for your business.

Is PostBack a background check?

No. PostBack provides customer behavior insights based on business interactions. It is not a replacement for a legally required background check, credit check, identity verification, reference check, or other formal screening process.

Businesses are responsible for determining what screening and due diligence processes are appropriate for their industry and circumstances.

Can PostBack tell me whether a customer is good or bad?

No. PostBack provides information and tools to help businesses make better-informed decisions. Customer relationships are complex and a single review or customer insight may not tell the complete story. Businesses should consider available information alongside their own policies, professional judgement, contracts, and other relevant information.

What should I do if I can’t find a customer?

If you search for a customer and don’t find the information you’re looking for, there simply may not be a Postie available for them. If you have firsthand experience with a customer, you contribute your Postie insight for other businesses. The more businesses contribute, the stronger our community is.

Didn’t find what you need? Ask us >

PostBack Help and FAQs last updated August 2026