Collecting Google reviews automatically
Last updated
You can send automatic review-request emails after completed visits. Requests go to eligible patients who have opted in to marketing email, using the same destination choice for everyone.
How it works
- By default, the request is scheduled around 72 hours after the appointment's start time. The appointment must be marked completed when the request is checked.
- The Leave a review button opens your configured Google review link, unless your clinic has another review destination available and selected.
If you see Where do review requests send patients? in Settings, Reviews, you can choose Both (recommended), Google only or Here only. The default is Google only. See How patient reviews work for the patient journey.
If Reviews left here is available, reviews collected here appear there. See Moderating and replying to reviews.
Turning it on
- As the clinic owner, go to Settings, Reviews and switch on Automatic review requests.
- For Google requests, connect your listing under Your Google listing if lookup is available: press Find my listing, then Connect beside your clinic. You can also enter a custom Google review link. Only supported Google review links are accepted.
- Edit the request's wording and timing in Settings, Messaging, on the review request card in Marketing. Both the automation and its email channel must be enabled.
A blank Google link prevents direct Google requests. It does not turn off requests collected here. To stop requests, switch off Automatic review requests.
How often a patient is asked
The following checks apply per patient, per clinic:
- One request per visit. Treatments grouped into the same booked visit share one request, even if its appointments are hours apart.
- A 120-day gap between requests. A successfully sent or delivered request starts the waiting period.
- No further request after a review here. A submitted review stops future requests, including if its text is later hidden.
- No further request after a recorded Google choice. Choosing Review us on Google on the privacy-choice page records the hand-off. A direct Google-only link does not track whether the patient opens it or leaves a review.
Requests are email only. A patient must have an email address and marketing-email consent. Visits marked to suppress review requests are skipped, and imported historical visits are excluded.
Why Google reviews are not matched to patients
The Google Places listing data used here contains up to five reviews and display names. The app does not match those names to patient records or claim to know whether a patient completed a Google review.
Every review counts
The review invitation does not ask for a rating before choosing a destination. Reviews collected here are published regardless of rating; hiding text is for abuse moderation.
Letting patients know
If you have enabled requests, you can tell eligible patients to look out for a review email. Check their completed visit and marketing-email consent if a request has not been sent.