Reminderly Surveys

Reminderly can automatically send post-appointment surveys to your clients, and it can also automatically ask them to leave you an online review on Facebook, Google, or Yelp. This guide shows you how to view your survey results and set up automated surveys and review requests.

Step 1: Click Surveys in the left-hand sidebar to open your surveys history dashboard, where you'll see a record of your survey results.

Step 2: Review your dashboard. 24 hours after an appointment, Reminderly automatically texts clients two questions: how likely they are to recommend you on a scale from 0 to 10, and why. Clients scoring 9–10 are promoters, 7–8 are neutral, and 6 or below are detractors — your overall score is the percentage of promoters minus the percentage of detractors. Below the score summary, read each customer's written response and use Reply to respond directly from this page.

Step 3: Optionally, scroll through your customer responses to find the review link settings, where Reminderly can also automatically send customers a link to review you on Google, Yelp, or Facebook.

Step 4: To enable surveys for the first time, click Enable in the top right corner. Then click the pen icon, change the Status to Enable, enter a link to your social media review page, and click Update.

Step 5: Alternatively, send your own survey from a service like SurveyMonkey. Create a new appointment reminder, enter the Notification Name, set Type to Daily, and enter -1 for Days in Advance so the reminder sends one day after the appointment. Finish the notification details, add your survey link in the Message field, and click Create.

Use only one of these two methods — either send via Reminderly Surveys or send your own survey. We don't recommend using both.