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Question

reviews

  • September 24, 2025
  • 3 replies
  • 59 views

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is there a toggle/ message/ pre made message we could send automatically for patients to leave us a review after their appointment? 

3 replies

Saymon
Community Manager
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  • Community Manager
  • September 25, 2025

Hi ​@hollycarhart 👋

Absolutely! You can auto-send a friendly review request after appointments 👌

Here’s how (it takes 2 minutes!):

  • Go to Settings → Automation → + New Rule → Type = Appointment. Pick your timing (e.g. 1 day after the appointment). 

  • Add a Condition to exclude Cancelled so no one with a cancelled slot gets the message. You can also filter by Site or Reason if you want. 

  • Under Message, choose your SMS and/or Email template (order can be “Email then SMS”, “SMS then Email”, or “All”). 

  • Templates live in Settings → Templates (Level 4 access). If it’s marketing-type content (review links usually are), flip the Marketing toggle so we respect opt-in and add the unsubscribe for you. 

Keep in mind that automations don’t send retrospectively, so last-minute bookings after your trigger point won’t “catch up.” If you share where you collect reviews (Google etc.), I can tailor some templates for you. 😊


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Hi,

 

Since using your services I have been extremely disappointed with the service I have received. Since been sold to by Piers on the phone, who was very helpful, I have tried many times to arrange training through Connor and your customer service team with no success at all. I would appreciate someone emailing me to help me set up my dentally appropriately ASAP, before I raise matters further.

Extremely poor so far!

 

Dr Phil End


Saymon
Community Manager
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  • Community Manager
  • March 26, 2026

Hi ​@Dr Phil Aesthetics,

I’m sorry to hear how frustrating this has been for you, thank you for raising it so clearly. I’ve checked in with the team, and your additional training request has now been picked up so we can get this arranged for you. Andy from our training team will be reaching out directly to book in your session. 😊

If you need anything in the meantime, feel free to reply here and I’ll make sure it gets to the right person straight away.


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Thank you I have just heard from him and have now booked in my training.