Healthcare

Review requests

Post-visit review automation.

3 min readreviews, automationUpdated 2026-05-26 · v2
Open in your workspace
Goes to /reviews

Why use this

You automate outbound review asks after visits or orders so ratings climb over time.

Benefits:

  • Triggers 1-N days after a visit
  • Pick email, SMS, or both
  • Personalized per customer

What this is

Review requests automates outbound asks to your customers after a visit or order, in your brand voice. Drives ratings up over time.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

  • Triggers a request 1-N days after a visit.
  • Picks the channel (email, SMS, both).
  • Personalizes via the customer''s context.

How to use it

  1. Open /reviews.
  2. Pick a template.
  3. Set the trigger window and channel.
  4. Enable.

Rules and limits

  • Sending requires a verified sending identity.