Recipe No. 31 · Reviews & reputation
Post-visit feedback survey
Send a short satisfaction survey after appointments; route unhappy responses to the manager.
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2Send email with survey link
- Step 3Second Zap
- Step 4Only invite happy respondents to public…
- Step 5Test with dummy data, then turn it on and…
Ingredients
- Scheduling tool or calendar
- Zapier
- Google Forms/Typeform
- Gmail
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: Calendly 'Invitee Created' with Delay Until end time + 2h, or Google Calendar 'Event Ended'.
- Send email with survey link (no clinical details).
- Second Zap: survey 'New Response'; Filter score ≤ 3; email manager.
- Only invite happy respondents to public reviews if you invite everyone equally — avoid review gating.
- Test with dummy data, then turn it on and review results for the first week.