How can I send a review request to a client?

If you’d like to send a survey or ask for a review from your clients after an appointment, you can easily do that with our reminders, Message Blasts or the 2-Way SMS/Email Messaging feature! URL links for your surveys or review forms can be included in your messages.

Note: We don’t recommend using a URL shortener like Bitly or Tinyurl. Putting shortened URLs in a message makes it more likely to be blocked by phone carriers. US carrier policies strongly discourage the use of shared public URL shorteners due to the frequency of use by bad actors.

Automatically sending a survey or review request using Follow-up Messages:

Create a new message template such as “Review Request” or “Survey” to be sent out to your client.

In your Reminder settings, you can create a reminder template for your surveys like the following:

“Hi {{First Name}}! We would greatly appreciate your feedback about your recent appointment. To share your thoughts, please click this link: {{Review Link}}.”

You can use the survey reminder template to receive your clients’ feedback for any type of service such as: auto repair, landscaping, roofing, beauty services, legal services, body art/piercing services, pet grooming, financial consulting, and more!

Once you have the reminder template set up to your satisfaction, set up a Message Sequence with a follow-up message using this template.