This article will show you how to use the updated Reviews screen to manage client reviews.
In this Article
Video Guide
The Overview Screen
The Overview screen provides a comprehensive list of the reviews you and your staff have received.
You can click a Review to view more details and share reviews on Facebook.
Due to changes made by Twitter/X to their API, the Twitter share button is no longer available. Instead, you can click Copy Text, then paste the review to Twitter/X.
You can also now share a review even if it has already been shared in the past.
A review that has been shared to Facebook will display a under the Facebook header.
Appointments with Multiple Staff Members
When viewing your Reviews in Phorest, if multiple staff were part of an appointment and a client left a review, the Staff name displayed will be based on the following:
1. The client’s Preferred Staff, if part of the booking.
2. The staff member who performed the haircut, if any haircut services were included in the appointment.
3. The staff that performed the longest-duration service in the booking, if none of the above match.
Finding Specific Reviews
You can use the Filters at the top of the screen to find specific reviews, and you can now also filter the list to a particular Rating.
Save and Print Reviews
If you want to save or print some reviews, click the checkboxes beside each review > Print Preview > Save as PDF.
This can be a great way to highlight reviews with a staff member in a performance review by filtering to that staff member and then saving the reviews to share with them later.
Settings - Configuring Your Reviews
The Settings screen allows you to enable/disable the automatic Review message, choose how often you ask a client to leave a review and choose whether you would like to send review requests to clients by SMS, Email, or Both.
The review message is sent roughly 90 minutes after an appointment has been paid for.
Editing and Previewing the Message Templates
From the Settings screen, click the Edit and Preview Message button to see what the message you send to clients will look like, and update it if you like.
Editing the Email Template
The email review template can be edited under the Email tab.
It is not possible to change the Review Link to direct clients to a different site. Doing so could be interpreted as a form of marketing, which goes against the transactional message consent under which reviews are submitted. Additionally, this may violate data protection laws that apply in your region.
Once you're happy with your template, click Save & Preview to save it and to see what it will look like to your clients on both a desktop and mobile device.
Editing the SMS Template
The SMS review template can be edited under the SMS tab, and you will now see a mobile preview of the message.
It is not possible to change the Review Link to direct clients to a different site. Doing so could be interpreted as a form of marketing, which goes against the transactional message consent under which reviews are submitted. Additionally, this may violate data protection laws that apply in your region.
Once you're happy with your SMS template, click Save to finish.
SMS messages will be charged at your standard SMS rate.