Documentation

Review Requests

With Clientping, you can ask your clients for a review request following each appointment. This is a great way to improve your online public review presence, as well as gather valuable feedback for your practice. If you connect multiple calendars, each calendar can have its own messages and settings.

Review request screen

These settings are found on the "calendars" menu item on the left-hand menu bar.

Review request screen

On/Off selector

This selector activates a rule. When the selector is off, a rule will not be in service and will have no effect on your calendar.

Add review request button

This button will add an additional rule for review requests (more details below.)

Deleting a review request rule

Click the three vertical dots button and choose "Delete rule."

Editing a review request rule

To edit a rule, click on the box of the rule, or click the three vertical dots and choose "Edit rule."

Adding or editing review request rules

edit review request

Rule name

This is for your reference only. Name the rule something that makes sense for what the rule does, like "Google review request."

Match all / Only match appointments containing

When "Match all" is selected, any appointment containing a phone number can trigger the rule. ClientPing still skips all-day and cancelled events, appointments the client declined, and numbers that have opted out. If you add additional rules, the "Match all" rule will only be triggered if the appointment did not match any other rules.

For more information on match text, see Reminder messages. Use match text to change the wording for different appointment types, not to pick which clients get a review request based on how you think they'll review you.

When to send

For review request messages, the most common setting is to remind your client 7 days after their appointment. To do this, you would choose "7 days after." You can choose any number of days after the appointment you like, and you can have multiple reminders for the same appointment.

Main message

This is the text message sent when this rule is matched. You can edit the message by clicking "edit" in the green message text. If you are just thanking a client for their business or asking for referrals, update this message accordingly. If you want to drive clients to leave you a public review, you'll need to include a link somewhere in the message to the review site of your choice.

Example main message

Thank you for your business! Your feedback on our practice is very important to us, please consider leaving us a review here: https://YourGoogleReviewLinkHere.

You would replace that example link with the actual link to the review page you'd like the client to visit.

We strongly encourage you to start each message with your business name so the client will know who the review request is from.

Ask every client

Send review requests to every client who has agreed to get texts from you, not only the ones you expect to be happy. Google and other review sites don't allow selectively asking for positive reviews, and the FTC's guide for marketers says the same: "Don't ask for reviews only from customers you think will leave positive ones." Some sites, such as Yelp, don't allow asking for reviews at all, so check the rules of the site you link to.

Review requests can count as marketing texts, which usually need the client's prior express written consent. Get that consent before you turn this on, and check with your own counsel on what your consent form should say.

Repsight integration

If you're a Repsight for Attorneys client (https://repsight.com/law), you can put your Repsight review link in the text message and let Repsight handle follow-ups, collecting reviews on more than one site, notifications and tracking. ClientPing subscribers receive 20% off the normal Repsight subscription price. Email support@clientping.com for more information.