member badge
Adam Smith
We're introducing
Company Ratings
, a new way for businesses to collect feedback on the client's
overall experience
. You can use this
in place of Visit Ratings
(not both at the same time). Instead of rating individual visits, clients are asked a single 1-5 star question after a payment or credit is applied.
How It Works
Overall Service Rating
  • After a payment/credit is applied, the client receives a prompt asking:
  • "How likely are you to recommend [Business Name] to a friend or family member?"
  • Clients making a manual payment in the portal see the same prompt.
Smart Follow-Up Logic
  • 1-3 stars:
    Client is asked for more detail ("Can you share more about your experience?"). If configured, your office is notified via the existing
    Client submits a bad Rating (1-3 stars)
    setting.
  • 4 stars:
    Confirmation message only.
  • 5 stars:
    Confirmation + a Google review button (if your
    Google Review Link
    is set). Offices can optionally be notified using the
    Client submits a good Rating (4-5 stars)
    setting.
Flexible Delivery Options
  • Review requests are controlled under
    Communication Options → Clients → Review Request (sent when Payment/credit is applied)
    .
  • You choose email, text message, push notification, or any combination.
  • One Rating Per Client (Unless Reset)
  • Once a client submits a Company Rating, the system checks
    "Company Rating Submitted"
    on their profile's New Client Checklist. While checked, they will not be prompted again. Businesses may manually uncheck it if needed.
How to Enable (Beta)
  1. Go to
    Business Settings → Clients → Client Ratings
  2. Select
    Company Ratings (rating made for overall service after payment)
  3. Adjust delivery preferences at:
    Communication Options → Clients → Review Request (sent when Payment/credit is applied)