Client Surveys
💎Max Client Surveys are available on the Max plan.
Client Surveys let you collect structured feedback from clients after their sessions are completed. Clients receive an email or SMS with a quick star-rating form - no app install, no account required.
How It Works
- Session completes - A session is checked out in your calendar
- Survey sent automatically - After a configurable delay, the client receives an email (or SMS) with a feedback link
- Client rates their experience - Three quick star ratings: waiting time, service quality, and professionalism, plus an optional comment
- You see the results - View ratings, comments, and trends on your Surveys dashboard
The survey email includes clickable star icons. Clients can tap a star directly in the email to pre-fill their service rating and jump to the survey page.
Key Features
- Three rating dimensions - Waiting time, service quality, and professionalism (1-5 stars each)
- Email + SMS delivery - Choose how surveys reach your clients
- Smart scheduling - Configurable delay after session completion and frequency caps to avoid over-asking
- Voice-to-text input - Clients can speak their comments instead of typing
- AI sentiment analysis - Automatic sentiment scoring and one-sentence summaries of each comment
- AI Assistant integration - Ask the AI Assistant to analyze survey trends and patterns
- Multi-language - Surveys display in the client’s language (English, Spanish, French, German, Italian)
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