Sending clients a survey

Sending clients a survey

Sending clients a survey A Andrew Kelly

Acuity can ask your clients to fill out forms when they book an appointment. But if you want to send your clients a survey after their appointment is complete, you’ll need to combine Acuity with another service. Here’s how it works:

  1. Create a survey using a tool such as Google Forms or Wufoo.
  2. Get the link to send people to your survey.
  3. Go to Business Settings > Email Settings > Follow-Up to access your follow-up email templates.
  4. Add the link to the template and save your changes.
  5. If you have multiple follow-up email templates, repeat steps three and four for all of the templates that you want to include the survey.

You can read more about follow-up emails in this article. And this article describes how to manage Acuity email templates.

Did this answer your question?

    • Related Articles

    • Automated Birthday Emails for Clients

      Automated Birthday Emails for Clients A Andrew Kelly Acuity doesn't have a built in automation feature but if you're interested in sending clients a birthday email or coupon for their birthday, then we have a great workaround for you!  You can ...

    • Banning clients from scheduling online

      Banning clients from scheduling online A Andrew Kelly You can ban clients in Acuity. Banning a client prevents them from scheduling, rescheduling or cancelling an appointment online and from buying packages, subscriptions, or gift certificates.  It ...

    • Schedule appointments for your clients

      Schedule appointments for your clients A Andrew Kelly Scheduling appointments on your clients' behalf is an easy way to go the extra mile.  Here’s how it’s done: Go to Appointments > Appointment Calendar. Click the New button located above the ...

    • Why can't my clients install apps?

      You clients might report that they aren't able to install new apps to their tablets. As part of the Patient Tablet Access Platform, we do not permit end-users (your clients) to install or access applications that were not previously approved by your ...

    • Customize notification emails to clients by appointment type

      Customize notification emails to clients by appointment type A Andrew Kelly Use Acuity to send automated emails when clients book, reschedule or cancel, as well as reminders as appointments approach and follow-ups after the fact. These automated ...