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Appointment Ratings

How to enable and view client appointment ratings.

Will Patterson avatar
Written by Will Patterson
Updated this week

Overview

Boulevard proudly offers a post-appointment ratings feature, which allows clients to rate their appointment and submit written feedback. You can then view and manage submitted reviews directly within the Boulevard Dashboard.

*Available to Premier, Prestige, and Enterprise customers only

Rating requests automate and streamline post-appointment feedback collection, reaching clients via email and/or text after their service. Once you've enabled rating requests, we'll send clients an email and/or text after checkout, prompting them to provide feedback. You'll be notified via email when new reviews come in.

Setting up rating requests:

  1. Go to Manage Location > Client Notifications > Rating request

2. Turn on email, text, or both. Note: Dedicated phone number required to send texts. Text usage rates apply. Review request emails are free.

3. Choose when you'd like the rating request to be sent. By default, we'll send it 1hour after appointment checkout. You can send up to 1 week after checkout.

Ratings in Client Portal

If your location has turned on rating requests or has turned on the "ratings prompt" checkbox email order receipts (both done in Client Notifications), then your clients will also be able to rate past appointments in Client Portal.

Client-facing rating request flow

If your location has email rating requests turned on, clients will get this email after their appointment checkout.

If you have rating request texts turned on, clients will get a text like this after their appointment checkout.

Once client clicks into the rating from an email, text, or within Client Portal, they're redirected to the ratings web flow where they can leave additional written feedback.

For ratings of 3 stars or less, clients will not be prompted to share their rating to other platforms. For reviews rated 4 or 5 stars, clients will be prompted to share their rating to Google, Yelp, or Facebook.

Ratings Page

You can manage ratings within Manage Location>Ratings. Here, you can filter ratings, export, and also set up internal notifications when new reviews come in.

Viewing Ratings

Head to Manage Location>Ratings to view client appointment ratings. Newest ratings will appear at the top. Each rating will show the client's name, the date on which rating was submitted, service received, and service provider.

Filtering Ratings

To filter your view in the Ratings page, click Filters at the top right. You can filter ratings by service, provider, star rating, or date or rating submission.

Exporting Ratings

To export your current view, click the "Export" button in the top right of the Ratings tab. You'll be prompted to choose between an .csv or .xls format.

Replying to Ratings

To reply to a rating from your Ratings tab, find the rating you'd like to respond to within the list, and click "Reply".

Add your response in the text field.

Your reply will appear in the Ratings tab for reference. Once submitted, it cannot be edited or deleted.

Your reply will be sent to the client via email.

Internal notifications for Ratings

You can be notified when new ratings come in, to stay on top of incoming feedback in real time. To set up internal rating notifications, click Settings in the top right of the Ratings page.

Once toggled on, notifications of new ratings will be sent to your location's email. Determine the threshold at which notifications should be sent. For example, select "3 and below" if you'd like to receive an email each time clients submit a rating with a 3 star rating or less.

When a new rating comes in, you'll get an email notification that links to your Ratings tab, where you can see the details.

Enabling Reviews in Email Receipts

In addition to rating requests, you can also prompt clients to submit ratings through the email receipt they receive after checkout. This is totally optional, and depends on your preferences for when and how you'd like to prompt clients for feedback.

To prompt clients for a rating within each email receipt:

  1. Click Manage > Location > Client Notifications

  2. Check the box next to "Allow clients to rate their completed appointments". Doing so will surface a ratings prompt within the receipt email, and will also allow clients to rate their past appointment directly from Client Portal.

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