📝 Overview
Reputation Management helps you collect and manage client reviews. You can connect your business's Facebook page, Google, and Yelp, send review requests to clients after their appointments, embed reviews on your website, reply to reviews, and view review reports.
⛔️ Stop-gap: To use Reputation Management, you need to be on the latest version of the software and using Remote Access. To update your software, download and install the Recent Update for your product:
🛠️ Setup
Set up Reputation Management, connect your review sites, and configure the review email your clients receive.
⭐ Set Up Reputation Management
Enter your business information and add your logo to the reviews sent to your clients.
Go to your DaySmart Portal and sign in.
Click More > Reviews.
Fill in your business's information.
To add a logo to reviews sent to your clients, click Browse toward the bottom of the page, then navigate to where your business's logo is saved on your computer.
Click Next.
You can now link Reputation Management to your business's Facebook page, Google, and Yelp.
🔗 Connect Facebook
Link your business's Facebook page to pull in its reviews.
Click Link to Facebook.
Sign in to Facebook with an account that is an administrator for your business's Facebook page.
Click Continue.
If you have multiple Facebook pages, check the page you want to pull reviews from.
Click Next.
Click Done, then click Ok.
Go back to your DaySmart Portal and click More > Reviews.
Verify that your business's Facebook page is selected in the Integrations section, then click Link.
🔍 Connect Google
Find your business's Google Place ID and add it to Reputation Management.
Click here to begin setting up the Google integration.
Scroll down to the map.
In the enter location field, enter your business name and select your business from the list.
Copy the Place ID listed below your business's name.
Paste the Place ID into the Place ID field.
📍 Connect Yelp
Add your business's Yelp review page to Reputation Management.
Go to Google.com and search for [Business Name] yelp reviews.
Click the Yelp review page for your business.
Copy the URL and paste it into the Yelp URL field.
Once you finish connecting Facebook, Google, and Yelp, click Next to begin editing the email clients receive asking them to leave a review.
⚙️ Configure Review Settings
Edit the review request email, choose a rating type, and decide whether to promote social media reviews.
In the Default Email template field, edit the message clients receive prompting them to leave a review. You do not need to add a header or footer, since these are added automatically.
Select whether clients can leave a rating out of 5 stars or a Thumbs up or Thumbs down.
Choose whether to promote social media reviews to your clients. If you turn this option on, clients who leave a review of 4 or higher receive a message prompting them to leave a review on Facebook, Google, or Yelp. Clients who rate their visit 3 or lower are not prompted to leave a social media review.
Click Finish to complete the setup of Reputation Management for your business.
📨 Send Review Requests to Clients
For your clients to receive a message prompting them for a review, they need appointment notifications turned on in their profile for either email or text messages.
Go to your DaySmart Portal.
Click Clients.
Double-click the client you want to turn on appointment reminders and reviews for.
Under Client Information, check the box for either Email Address or Text Message.
Click Save.
Once your client has appointment notifications turned on, they receive a message prompting them for a review whenever you close a ticket for them. They click the link in the email or text message to rate their visit and leave a message if they want.
✍️Note: Clients only receive one review request per day, and only if they purchased a service.
🌐 Embed Reviews on Your Website
You can add client reviews to your website, or give clients the option to leave a review from your website.
Go to your DaySmart Portal and sign in.
Click More > Reviews.
Click Review Form at the top of the page.
Click either Copy link without replies or Copy link with replies.
Give the copied link to your website designer, who can add it to your website using an iFrame.
💡 Pro tip: To let your clients leave reviews from your website itself, follow the same process, click Copy review form, and give that link to your web designer.
💬 Manage Reviews
To view and manage reviews that clients leave on Facebook, Google, Yelp, or through the email and text messages they receive after an appointment, go to More > Reviews in your DaySmart Portal. From here, you can view all reviews from any linked social media accounts. You can also click individual reviews to reply. If you have client reviews embedded on your website, you can choose whether to display or hide each review on your website.
📊 Reputation Management Reporting
View reports on your client reviews from your DaySmart Portal.
Go to your DaySmart Portal and sign in.
Click More > Reviews.
Click Reports in the top right of the page.
The Standard Reports screen shows a breakdown of your client reviews over the past 12 months. You can view the number of reviews each month along with their rating, a breakdown of reviews that came through Facebook, Yelp, Google, and the software, and the number of reviews with 3 stars or less.
To change the date range for the reports, click Custom Reports on the left side, select your date range, and click Submit.