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Configure Appointment Review Notification

In this article, we'll go through how to set up automated notifications for requesting feedback from clients.  

Things to know:

  • Appointment review comes with two pre-configured templates that you can customize
  • Automated review requests can be scheduled to be sent a few hours, days, or weeks after a client's appointment. The frequency can range from:
  • After their first appointment only 
  • After their first, second and third appointment
  • Multiple (after every appointment) 
  • You can determine the method of delivery of the appointment review notification: email or text message. If the method selected is not available for a client, we will try other available methods even if it is not selected. For instance, if you select email as the delivery method but the client does not have an email address on file, we will send the notification via text message.
  • Once a client leaves a review, they will not receive a request to leave another
  • MyTime tracks and records all review ratings from 1 to 5 stars
  • Positive Reviews (4 or 5 stars)
    • Clients who provide ratings of 4 or 5 stars are redirected to your selected external review site. If no external site was selected, they will be directed to a private MyTime feedback form
    • The review will be emailed directly to the location managers (If they were not redirected to an external site)
    • The rating will be saved in MyTime's Reviews & Staff Ratings report
  • Negative Reviews (1, 2, or 3 stars):
    • Clients who rate their appointment lower (1, 2, or 3 stars) are directed to a private feedback form
    • The review will be emailed directly to the location managers
    • The rating and review will be saved in MyTime's Reviews & Staff Ratings report
  • If you have Listing and Reputation Manager as part of your subscription, you can monitor and track reviews left on external sites from your SOCi dashboard.

Configuring Notification for Appointment Review

  1. Navigate to Marketing > Automated Messages
  2. Locate the Appointment Review section
  3. Hover over the status to see the options to 'View' or 'Activate' the template
  4. Click 'View'
  5. From here, you can set your preferences:Screenshot 2024-05-22 172807.png
    • Send X after the appointment - You have the flexibility to specify the timing for sending the review after the appointment, ranging from just a few hours to several weeks
    • Send After X appointment until a review is left - You can specify whether the review should be sent after the first appointment, the second appointment, the third appointment, or after multiple appointments have occurred
    • Preferred Site - You have the option to specify where you would like your reviews to be posted, whether it's on an external site like Google, Facebook, Yelp, YP, Superpages, FourSquare, CitySearch, or solely on MyTime. Upon selecting the desired platform for your reviews, you'll be directed to a modal where you can input the URL for that specific site. This allows your clients to easily navigate to your page to leave a review. If you opt for Google as your preferred platform, you'll need to include the Google Place ID for each location in the URL. By default, only 4 and 5-star reviews are sent to your chosen external review site. However, you can choose to deactivate review gating, which allows all reviews from 1 to 5 stars to be directed to your selected external site. This feature is controlled by a hidden setting. If you need help enabling this option, please contact our Support Team.
    • Delivery by: This allows you to select your preferred method of delivery: email or text message.
      • Email: The client must have an email address on file and be opted in to receive transactional emails

      • Text Message: The client must have a mobile number on file and be opted in to receive transactional SMS

    • Reply-to-Name: - Name of the business that appears when your clients reply to an auto-email. We will use the business name that was added to the business profile page
    • Email Subject
    • Body of the template
  6. Save 

For more information, contact us at support@mytime.com or (385) 233-6964.    

 

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