In Zavy's Reviews system, you can link a Review template to an appointment via an Appointment Shortcut so that the Review will be sent to patients after they have completed their appointment.
1. Go to Settings > Calendar > Appointment Shortcuts
2. Create or Edit an Appointment shortcut, scroll down and you will have the option to select a Review template:
3. When you book an appointment using that Appointment Shortcut, the Review Template will be automatically selected as per the one in the shortcut.
*Alternatively, you can select whichever Review template you need when booking an appointment without using an Appointment Shortcut.
4. Once the appointment is marked as Completed, the Review request email/SMS will be sent to the patient.
See also:
Reviews Template Setup