How do I set up or change my Review Email or SMS?

This article will show you how to enable, disable, or edit your automated Appointment Review email or SMS message template.

Go to Marketing > Reviews > Settings

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Use the checkboxes at the top of the screen to enable or disable the SMS and/or Email Review message.

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You can use the dropdown menu to choose when the Review request will be sent to clients.

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  • First Appointment Only: The client will only ever be asked for a review once, after their very first appointment in the Phorest system has been paid for.
  • Max Once Per Month: Clients will only be asked to review the salon once per month provided they have had an appointment in that month.
  • Every Appointment: Clients will be asked to leave a review after every appointment.

To edit the templates

You can switch between the SMS Review and Email Review templates using the tabs at the top. Edit your template to your preference, using the macro buttons to include things such as <<Client First Name>> etc.,

Remember to click Save when you're done!

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The area displayed to your client asking them to rate their visit will look like the following.



To learn how to share these reviews on your social media pages, click here.


 Review Content Disclaimer

It is important that your Review email/SMS does not contain any marketing/promotional content. For more information on transactional vs marketing messages, click here.

To learn about more areas like this in your Phorest system, enrol in our SMS & Email Marketing Campaigns course in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.

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