Automated feedback requests after appointments

Purpose

1. Automated feedback requests after appointments automate the process of capturing post-session client reviews and satisfaction ratings, allowing massage therapists to streamline client communication, increase retention, and elevate service quality via continuous and automated engagement.

2. Feedback automation ensures timely, consistent, and personalized outreach to clients post-appointment, maximizes review collection, and drives data-driven improvements.

Trigger Conditions

1. Appointment status changes to "completed" in booking software.

2. Scheduled post-appointment time elapsed (e.g., 1 hour after service).

3. Payment confirmation processed and logged.

4. Custom tagging or flag in CRM indicating session completion.

5. No-show appointment flag triggers alternative automated feedback request flow.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate feedback request SMS via Programmable Messaging API; configure event-driven POST to API endpoint with recipient, appointment data, and message template variables.
  

2. SendGrid

• Feature/Setting: Automate post-appointment feedback emails using the Send Email API; specify dynamic template, contact personalization, and sender authentication.
  

3. Mailchimp

• Feature/Setting: Automate feedback campaigns using Customer Journeys & Event-based triggers; add "appointment completed" custom audience to trigger email flow.
  

4. Slack

• Feature/Setting: Automate internal notifications for feedback received via Incoming Webhooks; set automation to post message to a team channel.
  

5. Zendesk

• Feature/Setting: Automate creation of follow-up tickets after feedback submission using Triggers; configure API calls to log client feedback and assign staff response.
  

6. Google Sheets

• Feature/Setting: Automate feedback logging using Sheets API; add new feedback as row in the post-appointment feedback sheet.
  

7. Salesforce

• Feature/Setting: Automate contact record updates and feedback workflow automation via Process Builder; set feedback submission as event to trigger sales actions.
  

8. HubSpot

• Feature/Setting: Automate feedback survey sending with Workflows; configure post-appointment completed property to trigger survey send.
  

9. Typeform

• Feature/Setting: Automate feedback form generation and response collection; configure webhook to send invite post-appointment and process feedback responses.
  

10. Calendly

• Feature/Setting: Automate feedback link sendout using Event Types webhooks; trigger email/SMS once event status is "completed".
  

11. ActiveCampaign

• Feature/Setting: Automate post-appointment email via Automations; set deal stage update as trigger for survey or feedback form.
  

12. SurveyMonkey

• Feature/Setting: Automate feedback survey delivery using API trigger post-event; deploy automated survey invites after session.
  

13. Zoho CRM

• Feature/Setting: Automate post-service feedback tasks using Workflow Rules; auto-send feedback forms based on appointment status.
  

14. Pipedrive

• Feature/Setting: Automate follow-up activity creation using Workflow Automation; "deal closed" triggers feedback request email.
  

15. Gmail

• Feature/Setting: Automate custom feedback email sending post-appointment via Gmail API; scheduled send based on calendar event completion.
  

16. Outlook

• Feature/Setting: Automate feedback request emails using Power Automate flows; trigger on appointment event end.
  

17. Airtable

• Feature/Setting: Automate new feedback record creation; Forms or API webhook collects and appends feedback details.
  

18. Facebook Messenger

• Feature/Setting: Automate feedback requests via Messenger API; send message template post-appointment event.
  

19. WhatsApp Business API

• Feature/Setting: Automate feedback invitation messaging; set triggers after status update to "attended".
  

20. Jotform

• Feature/Setting: Automate feedback form invitation via email API; post-appointment event triggers template send.
  

Benefits

1. Automates and speeds up feedback collection, maximizing response rates.

2. Enhances client engagement through personalized, timely, and automated communications.

3. Automating feedback cycles enables actionable insights for service improvement.

4. Reduces manual follow-up tasks, empowering massage therapists to focus on core services.

5. Centralized automatable feedback data fuels reputation growth, repeat bookings, and referral marketing.