18 STEPS

1. Let’s learn how to request reviews from our customers. From Requests, click Quick Request.

2. You can choose whether to send your request via email or SMS. We are going to do an email request.

3. We manage multiple locations so let’s make sure we send it from the right location. Click Select.

4. Click BDP – Uptown.

5. Click Enter email here.

6. Type LRaymond@reputation.com to send a review request to this email.

7. Click the Plus icon.

8. Click Select.

9. Click Appointment Follow-up.

10. On the right-hand side of the platform, you’ll see a preview of what the request will look like.

11. This section auto-populates the request with the default information.

12. Click into the Subject to change the subject line of the email.

13. Type Thank you for your visit!

14. Click Show advanced.

15. We want more reviews on DocSpot and Facebook. Click the checkbox for DocSpot.

16. Click the checkbox for Facebook. This will now ensure that the review will be sent to these two sites.

17. Once finished with the set-up, click Send Request.

18. That’s it! Now head back to the webinar to learn what both the email and SMS requests look like from a customer’s perspective.