Obtain feedback and configure satisfaction survey

This article explains how to configure feedback and satisfaction surveys after appointments with Calenso. This helps you gain valuable customer feedback and measure satisfaction.

TABLE OF CONTENT

• Activating Smart Action
• Setting Trigger Conditions
• Configuring Delay
• Customizing Text

Activating Smart Action

To activate the satisfaction survey, navigate to "Smart Actions" and enable the "Satisfaction Survey after Appointment" smart action. Then click "Configure".

Setting Trigger Conditions

Set the conditions under which the feedback message is sent. Options include after every visit, once per customer, or after a certain number of appointments.

Configuring Delay

Define the delay in minutes after which the feedback message will be sent. This can be set separately for individual and group appointments.

Customizing Text

Customize the text of the email sent to your customers. Use dynamic fields to create personalized messages. Translate the message into all required languages.