Automate post-appointment messages with your review links. Collect and approve website feedback in Managed, and help clients find your Google or Trustpilot profile.
Reviews and automations require Starter or Growth, configuration and appropriate staff access. SMS and email use communication credits. Clients choose whether and where to leave feedback.
See Managed reviews in 60 seconds.
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Follow an existing appointment-completed automation with external review links, then collect and approve separate Managed website feedback. Google, Trustpilot and website feedback remain separate destinations.
Reviews and automations require Starter or Growth, setup and appropriate access. Email and SMS use communication credits. Clients choose whether and where to leave feedback.Read the video summary
00:00
Switch on post-visit follow-up
Review an existing published appointment-completed workflow with a one-hour wait and owner-configured Google and Trustpilot review links, then switch it on.
00:08
Connect the request to the appointment
Amelia’s historical appointment completes at 15:00 on 13 October. The configured workflow waits one hour and queues the permitted message at 16:00.
00:17
Make the review destination clear
A labelled SMS preview shows Amelia the external review links. Queued sending is separate from delivery or a posted external review.
00:26
Invite website feedback separately
Emma requests a Managed website review from Olivia by Email. The invitation is created and queued, independently of Amelia’s external-link automation.
00:35
Let the client share their experience
Olivia chooses four stars and leaves balanced feedback in the Managed form. Submitting creates a pending website review.
00:44
Approve feedback for the website
Emma explicitly approves Olivia’s pending feedback. The approved four-star review appears on the Managed website.
00:53
Help future clients choose with confidence
Bring post-visit requests, website feedback and external Google or Trustpilot links into a clear review workflow. Clients choose whether and what to post.
Connect the visit, the request and your reputation
Keep each completed visit connected to a clear review invitation.
Automated post-visit requests
Keep review requests moving after a completed visit. A configured, published workflow adds the wait and Email or SMS containing your review links.
Make the request part of your appointment workflow
In Managed: Configured appointment-completed automation
Google and Trustpilot review links
Include your Google or Trustpilot review URL in the message and keep external profile links available on your website. Clients leave feedback directly on the platform they choose.
Help clients find the right review destination
In Managed: Owner-configured review links
Collect website feedback
Send a Managed review invitation by Email or SMS. The client can choose a rating and add their comments through the Managed review form.
Gather feedback from the people who visited
In Managed: Managed review invitation and client form
Approve website reviews
Review pending website feedback and explicitly approve a review for your public website. Keep request, submission and publication statuses clear.
Check website content before publication
In Managed: Review moderation and website display
Separate review destinations
Managed website feedback and Google or Trustpilot profiles stay separate. Clients submit their feedback on the destination they choose.
Keep each review channel clear
In Managed: Independent review destinations
Keep the team informed
Review invitations, submitted feedback and moderation status. Make the next follow-up clear for the colleague responsible.
Follow the next action
In Managed: Review requests and status tracking
From a completed visit to a clear invitation
Set up the workflow once, then keep each review channel and its next step clear.
1
Check and activate the workflow
Review the completed-appointment trigger, wait and review links in an existing published workflow, then switch it on.
2
Let the client choose
A permitted message is queued after the configured wait. The client chooses whether to visit Google or Trustpilot and share feedback.
3
Collect website feedback separately
Use a Managed review invitation for your own website. Review the submitted feedback, then explicitly approve it for publication.
Reviews give future clients a way to hear about other people’s experiences. Managed helps you ask for feedback and keep your own website reviews organised; clients decide whether to leave a review and what to write.
SMS and email use communication credits. Review tools and automations require Starter or Growth, channel setup and appropriate staff access.
Yes, with a configured, published appointment-completed workflow containing your business’s Google or Trustpilot review link. Check the wait and message before switching it on. Clients post feedback directly on the external platform.
Send a Managed review invitation and let the client submit their rating and comments. With manual moderation selected, review the pending feedback and explicitly approve it for website display.
Build trust from real client experiences
Bring approved client feedback onto your website and give visitors a route to your external review profiles.