Reminders and reviews
A reminder before each appointment, and "How was it?" after, with a Google review link. Both on Pro and up.
Both are in Settings, under More settings, and work on Pro and up.
Appointment reminders
- When: the day before, two hours before (WhatsApp only), or both.
- How, the day before: WhatsApp, and a call if there's no answer within 3 hours (recommended). Or WhatsApp only, or a call only.
- The client confirms, moves or cancels from the message, and the calendar updates.
- Not sent between 21:00 and 08:00, and in Israel not on Shabbat or holidays either. A reminder call counts toward your minutes.
- You can send a sample to your own phone.
"How was it?" and a review request
- A WhatsApp message asks the client "How was it?" two hours after an appointment, and about an hour and a half after a phone order. A client without WhatsApp gets one SMS.
- A happy client gets your Google review link right away.
- An unhappy answer reaches you as an urgent alert ("To handle"). The review request goes out once you mark it handled, or after 3 days.
- Each client at most once in 90 days. Not between 20:30 and 09:00, and in Israel not on Shabbat or holidays either.
- Everyone is asked in the end: Google doesn't allow asking only happy clients.
- It needs your Google review link. Without one you'll see Google link missing.