Collect Reviews on Autopilot After Every Appointment
Reviews help new clients choose you, but asking by hand is easy to forget. This playbook makes the request automatic after every appointment.
Start This PlaybookOverview
Reviews help new clients choose you, but asking by hand is easy to forget. This playbook makes the request automatic after every appointment.
It uses two SchedulingKit features (Standard and above). Reviews: after you mark a booking completed, SchedulingKit emails the client a private link to leave 1 to 5 stars and a comment, which you approve before it shows on your booking site. Workflows: a message you write, sent a set time after the appointment, which can include your own Google Business Profile review link.
SchedulingKit doesn't collect, import or monitor Google, Yelp or Facebook reviews, and it can't filter who gets asked based on satisfaction.
Step-by-Step Workflow
5 steps · 20 minutes
Turn on Reviews
Reviews are off by default. Turn them on in settings, set the request delay (1 to 168 hours after you mark a booking completed; 24 is the default), and choose whether to auto-approve reviews above a star rating.
Match the delay to your service. A haircut can be reviewed the same day; a treatment with results that take time may need a few days.
Mark appointments completed
Review requests go out only for bookings you mark completed, so make it part of the end-of-day routine for each staff member.
Approve and reply to reviews
New reviews arrive for approval. Approved reviews and your average rating appear on your booking site and service pages. You can reply, and the client sees your reply in the client portal.
Add a Google review link with a workflow (optional)
Get your "write a review" link from Google Business Profile. Create a workflow on your services that sends an email, or SMS to clients who opted in, 2 hours after the appointment ends: thank them and include the link. Send it to every client the same way.
Google's policies don't allow selectively asking only happy customers, and SchedulingKit's workflows can't filter by satisfaction anyway, so keep the message the same for everyone.
Handle unhappy feedback personally
If a private review is negative, don't approve it for the booking site until you've replied or contacted the client. Use the reply to acknowledge the issue and offer to make it right.
Expected Outcomes
Tools Needed
Who This Is For
- Local service businesses that want more reviews
- Salons, spas and wellness practitioners
- Studios and trainers building social proof on their booking site
- Home service providers
Prerequisites
- A SchedulingKit account on Standard or above
- A Google Business Profile review link (optional)
- SMS opt-in on your booking form if you want to text the request
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Frequently Asked Questions
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When this isn't for you
This is not for you if your processes are too custom for off-the-shelf automation, the playbook gives you the 80% case. Skip if your workflow needs custom integration code.