In order for a Review Request to send, the following criteria must be met:
- Reviews must be enabled for your business or the business you work for.
- The Review Request template must be selected in the Business' Outgoing Message Settings.
- The client must have an email address on file in your Client List.
- The appointment must be checked out within the number of days that the Review Request is triggered to send. For example, if your Review Request Settings are set to send 1 day after an appointment (which is the default setting), appointments checked out 2 days later will not receive the request.
- "Review Request" under "Message Settings" within the Client's record must be selected.
By default, Review Request emails are set to send one day after the appointment has been checked out. You do have the ability to adjust this setting to fit your business' needs.
- Navigate to your Business tab.
- Select Settings.
- Select Outgoing Messages.
- Select Client Messages.
- Ensure the Review Request email is enabled.
- Select the Settings icon.
- Enter the number of days after the appointment that you want the email to send.
- Select Save.
Note: The number of days must be greater than 0 and less than 15.