Setting up the Review Request notification for clients

The Review Request notification is a client notification that can be automatically sent to your clients after they attend a service at your business, requesting them to write a review about their experience.

NoteYour WellnessLiving Explorer listing must be enabled for your clients to be able to leave a review through the link in this notification. To receive reviews for individual locations, enable the WellnessLiving Explorer listing for each location. For more information, see WellnessLiving Explorer listing.

NoteYou can send yourself a test email to view an example of how your client will see the review request notification. The test email addresses a non-existent person who attended a non-existent service, and the Write a Review link will lead you to a mock business.

To set up the review request notification:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
  4. On the Setup menu, click Notifications.
  5. On the Notifications menu, click Client Notifications.
  6. On the Client Notifications page, under Customer Review Notifications, click the Edit this template button next to the Review Request template . You may have to browse the list, use the Search option, or filter the list to find the template.
  7. On the Edit Review Request Template page, make any required modifications. To include a link to a page where the client can leave a review, be sure to include the [ButtonReviewEdit] email variable. For more information, see Automated email template settings and Email variables.
    • To stop this email from sending after a client submits a review, set the Stop sending email after the client submits a review option to ON.
    • To set the maximum number of times this notification should be sent to clients, set the Send email a maximum of times [number] option to ON and enter the maximum number of times the Review Request notification should be sent to a client after each visit.
    • To send this notification to specific client types, set the Send only to specific Client Types option to ON and select the desired client types.
    • To send this notification to specific client groups, set the Send only to specific Client Groups option to ON and select the desired client groups.
  8. Set the ACTIVATE EMAIL option to ON.
  9. To view an example of the Review Request notification, click Send test email.
    1. Under Enter e-mail to send test message, enter your email address.
    2. Click Send.
  10. Click Save.
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