Satisfaction survey

Open My account → Survey. This configures an account preference without needing an assigned client. Sending is evaluated later for the appointment and its client.

Review Send the survey when closing an appointment. Changing the checkbox prepares the preference; click Save to retain it. Disabling does not delete existing responses.

Choose Every several sessions, After a time interval or After every session. Rules are evaluated for the appointment’s client, rather than bulk-sending to all clients when saved.

For Every several sessions, enter the number of sessions logged after the last invitation. For a time interval, enter days since that invitation. After every session does not use the numeric field. Check retained value; saving adjusts it to the accepted range of 1 to 365.

Click Save and review confirmation. Reopen the section to check activation and frequency. Saving the preference does not itself create an invitation.

Marking the appointment completed evaluates whether sending is due. The appointment must have an associated client; selecting another toolbar person does not replace that association. The first invitation can be due even before the session count used for later invitations is reached.

Check the record’s email. If the survey is due and an address exists, the workflow attempts sending and shows its result. Review the record’s invitation; a sending notice does not certify inbox arrival or a response.

Open the person’s record: in Summary, check whether the invitation is pending, completed or expired. Review responses and progress in the relevant record sections. Testimonials shows responses meeting that list’s recorded permissions. A pending invitation is not a completed survey or authorisation to use text or images.