Appointment Reviews

Reviews collects client ratings after a completed appointment sale. Each review belongs to an Appointment and can include a one-to-five-star rating and written comment.

Open Reviews from the Operations section of the sidebar.

Setting up review requests

The Reviews page can provision a Thank you for visiting automation.

Open Reviews.
Select Preview email to check the message in English or Arabic.
Select Set up now.
Workstation creates an active workflow with:
- Trigger: Appointment checked out
- Action: Send review request
Review or customize the workflow in the automation editor.

Creating the automation requires Workflow create permission. Opening and managing it later requires the matching Workflow permissions.

The setup action is idempotent: if the workspace already has the review workflow, Workstation reuses it instead of creating a duplicate.

Email language and branding

The review email uses the language configured under Settings → Appointments → Online booking. The Reviews preview can temporarily switch between English and Arabic without changing that saved setting.

The real email uses the client, appointment, location, and workspace branding. When there are no appointments yet, the preview uses sample visit data.

Client review flow

After checkout, the workflow emails a secure review link. The client opens a public page, chooses a star rating, and can add a written comment.

A review is connected to the original Appointment so staff can return to the booking from the review card.

Review summary

The Reviews page shows:

Average rating
Qualitative rating label
Total review count
Rating distribution from one to five stars

Use filters to narrow the list by:

Star rating
Replied or not replied
Published or hidden status

Replying

Select Reply on a review, write the business response, and save. An existing response can be edited or cleared.

Keep the reply specific to the client’s visit. Operational follow-up that should remain private belongs on the Contact, Appointment, Ticket, or internal Comments instead.

Moderation

The review menu supports:

Hide review to keep it in the workspace but mark it hidden
Publish review to restore a hidden review
Delete to remove the review

Hiding is preferable when the team may need the history later. Delete only when removal is intentional.

Troubleshooting

If review requests are not being sent:

Confirm the Thank you for visiting automation exists and is active.
Confirm the appointment was checked out, not only marked Completed.
Confirm the appointment has a client email address.
Preview the email to verify workspace branding and language.
Review the workflow execution history for errors.