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Set up a review request workflow

Ask for feedback automatically, shortly after an appointment is marked complete.

Table of Contents
  • Create a workflow, using a completed appointment as the trigger.

  • Add a delay of about an hour.

  • Add an email with your survey or review link.

  • Test, then click Publish.

Avoid doubling up with the Request feedback notification, so turn one off.

Up next

Next, read Set up a lead nurture workflow.