It would be great to have an option when completing an appointment to request feedback at that point (similar to button with ‘send aftercare’. Rather than having to go into the client card and creating an email separately.
Know that you can schedule feedback when creating an appointment, but if this is not selected there is no option to request afterwards easily
Hi team,
You can preselect the schedule feedback box in setup > settings > calendar settings and the survey email will be sent across for all completed appointments.
Best,
Stefani