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 Reviews in Phorest, if an appointment included multiple staff members and a client leaves a review, the Staff Name shown is chosen using the following rules
1. The client’s Preferred Staff, if part of the booking.
2. If the appointment includes any services in a Service Category where the Online category is 'Cut + Styling', the staff member assigned to that service will be shown.
3. The staff who 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 to send review requests to clients via SMS, Email, or WhatsApp.
If you want to learn more about setting up your Reviews message, see how the message appears, and understand how it works for your clients, click here.