📝 Overview
Effortlessly enhance your online reputation with the software’s Reputation Management tool. It automates review requests, uses AI-powered review-messages, syncs with external sites like Google, and centralizes feedback tracking helping you build stronger client relationships and boost revenue.
🔑 Authorizations
Before using this feature:
Confirm you have messaging enabled on your account (email and/or SMS).
Ensure your business phone number is verified for SMS delivery.
Have your Google Business Profile linked (if you wish to sync Google reviews).
🛠️ Setup & Procedure
Learn how to set up and customize your Reputation Management feature, including enabling messaging, linking your Google Business Profile, and creating review templates for email and text.
🖥️ Website
Click the arrow to learn more about setup on the website
Click the arrow to learn more about setup on the website
🧭 Navigate to Reputation
Learn how to access the Reputation Management section in your DaySmart account to manage and monitor client feedback.
Click the arrow to learn more
Click the arrow to learn more
From the top menu, select More → Reviews.
If messaging is not enabled, follow the prompt to set up Reminders & Notifications.
Proceed once messaging is active.
💬 Enabling Messaging
Set up automated review requests through email and text, allowing clients to easily share feedback after their appointments.
Click the arrow to learn more
Click the arrow to learn more
From the cloud software, click More → Settings
Select E-mail & Texting → Reminders And Notifications.
Click the Get Started button.
Enter company information.
The Business Email will appear as the sender on your clients’ emails.
The Primary Email will receive all email replies from clients.
All fields including a valid website must be completed for reminders to send properly. Social media links are not accepted for that messaging verification, if you do not have one please utilize our free online booking website.
Click Save Company Info when finished.
🔗 Integration Options
Follow the steps to link your Facebook Business Profile so clients can leave reviews directly on your Facebook page.
⚠️ Important Note:
While clients who leave a 4–5 star review will be prompted to share their review on Google, Facebook, or Yelp, posting is entirely at the client’s discretion. The software cannot publish reviews to those platforms on behalf of the client.
If a review does not appear on your business listing, it typically means the client chose not to complete the posting step, and the review will remain internal.
Click the arrow to learn more about integration options
Click the arrow to learn more about integration options
Click the arrow to learn more about connecting a Facebook Business Profile
Click the arrow to learn more about connecting a Facebook Business Profile
Within the Daysmart Software navigate to More → Reviews → Integration and click the Link to Facebook button.
Log in with your Facebook profile.
The logged in account must have privileges to manage the Facebook Business Profile and meet any Meta verification requirements.
Click the arrow to learn more connecting a Google Business profile
Click the arrow to learn more connecting a Google Business profile
Sign in to your Google Account or create one using your business email.
Go to business.google.com → Create or claim your business.
Select your business category and service area (recommend within ~2 hours drive).
Enter phone number and website URL → Click Finish.
Click Verify now or choose Verify later.
Ensure the Google account is managed by someone on your team.
Within the Daysmart Software navigate to More → Reviews → Integration and click the Link your Google business profile button.
Enter your business address and select Confirm once you've located your Google business listing on the map.
Yelp
Click the arrow to learn more connecting a Yelp listing
Click the arrow to learn more connecting a Yelp listing
1. In google type your (business name) yelp reviews.
2. Copy the yelp reviews link and paste it in this field.
Example: https://www.yelp.com/biz/salon-clouds-plus-philadelphia
⚙️ Review Settings (Advanced)
Customize your review request options, including message templates, timing, frequency, and linked business details.
Click the arrow to learn more
Click the arrow to learn more
Review Email Content: Edit the email message clients receive after their appointment.
Review Text Message Content: Customize the text message that invites clients to leave a review.
Promote Social Media Reviews: Choose whether to include links to all or specific social platforms.
Request Timing: Select when review requests are sent (immediately or after a delay).
Frequency Limit: Set how often a client can receive review requests.
Business Information: Update business details linked to review communications.
📝Review Form
This page allows you to embed review tools directly into your business website and test the review process. You can generate plugin code to display reviews, create a review submission form, or send a test review email to verify setup.
Click the arrow to learn more
Click the arrow to learn more
Embed Reviews
Generate a plugin code to embed submitted client reviews directly onto your website. Use the provided link and click Generate Plugin Code to copy and paste the code where you’d like reviews to appear.
Embed Review Form
Create a plugin code for an empty review form that clients can fill out on your website. Click Generate Plugin Code to embed this form on your site.
Test Review
Enter an email address and click Send Email to test how review requests are delivered to clients. This ensures your review links and templates are working properly before sending them to real clients.
📱 Mobile App
Click the arrow to learn more about setup on the mobile app
Click the arrow to learn more about setup on the mobile app
🧭 Navigate to Reputation
Learn how to access the Reputation Management section in your DaySmart account to manage and monitor client feedback.
Click the arrow to learn more
Click the arrow to learn more
From the top menu, select More → Reviews.
If messaging is not enabled, follow the prompt to set up Reminders & Notifications.
Proceed once messaging is active.
💬 Enabling Messaging
Set up automated review requests through email and text, allowing clients to easily share feedback after their appointments.
Click the arrow to learn more
Click the arrow to learn more
From the appointment book click More.
Select Settings.
Select Business Messaging.
Click Turn on Automatic Notifications.
Enter company information. All fields including a valid website must be completed in order to comply with messaging verification requirements. Social media links are not accepted for messaging verification, if you do not have a website please utilize our free online booking website.
Tap the box to agree to the terms and conditions and then click Save.
🔗 Integration Options
Follow the steps to link your Facebook Business Profile so clients can leave reviews directly on your Facebook page.
Click the arrow to learn more about integration options
Click the arrow to learn more about integration options
Click the arrow to learn more about connecting a Facebook Business Profile
Click the arrow to learn more about connecting a Facebook Business Profile
Within the Daysmart Software navigate to More → Reviews → Integration and click the Link to Facebook button.
Log in with your Facebook profile.
The logged in account must have privileges to manage the Facebook Business Profile and meet any Meta verification requirements.
Click the arrow to learn more connecting a Google Business profile
Click the arrow to learn more connecting a Google Business profile
Sign in to your Google Account or create one using your business email.
Go to business.google.com → Create or claim your business.
Select your business category and service area (recommend within ~2 hours drive).
Enter phone number and website URL → Click Finish.
Click Verify now or choose Verify later.
Ensure the Google account is managed by someone on your team.
Within the Daysmart Software navigate to More → Reviews → Integration and click the Link your Google business profile button.
Enter your business address and select Confirm once you've located your Google business listing on the map.
Yelp
Click the arrow to learn more connecting a Yelp listing
Click the arrow to learn more connecting a Yelp listing
1. In google type your (business name) yelp reviews.
2. Copy the yelp reviews link and paste it in this field.
Example: https://www.yelp.com/biz/salon-clouds-plus-philadelphia
⚙️ Review Settings (Advanced)
Customize your review request options, including message templates, timing, frequency, and linked business details.
Click the arrow to learn more
Click the arrow to learn more
Review Email Content: Edit the email message clients receive after their appointment.
Review Text Message Content: Customize the text message that invites clients to leave a review.
Promote Social Media Reviews: Choose whether to include links to all or specific social platforms.
Request Timing: Select when review requests are sent (immediately or after a delay).
Frequency Limit: Set how often a client can receive review requests.
Business Information: Update business details linked to review communications.
📝Review Form
This page allows you to embed review tools directly into your business website and test the review process. You can generate plugin code to display reviews, create a review submission form, or send a test review email to verify setup.
Click the arrow to learn more
Click the arrow to learn more
Embed Reviews
Generate a plugin code to embed submitted client reviews directly onto your website. Use the provided link and click Generate Plugin Code to copy and paste the code where you’d like reviews to appear.
Embed Review Form
Create a plugin code for an empty review form that clients can fill out on your website. Click Generate Plugin Code to embed this form on your site.
Test Review
Enter an email address and click Send Email to test how review requests are delivered to clients. This ensures your review links and templates are working properly before sending them to real clients.
🔍 How Reviews Are Sorted
Learn how client feedback is categorized based on star ratings.
Click the arrow to learn more about how reviews are processed
Click the arrow to learn more about how reviews are processed
When clients click the email/text link:
If they submit a 4- or 5-star review, they’re then prompted to post the review to Google or Facebook.
A 1-3 star review stays internal, the client is not prompted to post the article externally.
📋 How to Read Client Reviews
Discover how to locate and filter client reviews in your software by date range, star rating, employee, service category, or review source for easy tracking and analysis.
🖥️ Website
Click the arrow to learn more about locate reviews
Click the arrow to learn more about locate reviews
Go to the Reviews tab in the software.
The list defaults to the last 60 days. Use filters to segment by: date range, star rating, employee, service category, or review source.
To view external reviews, such as those from Google Business or Facebook, you’ll need to log in directly to those platforms. Reviews from these sources are not displayed within DaySmart.
📱 Mobile App
Click the arrow to learn more about locate reviews on the mobile app
Click the arrow to learn more about locate reviews on the mobile app
Go to More → Reviews.
The list defaults to the last 60 days. Use filters to segment by: date range, star rating, employee, service category, or review source.
To view external reviews, such as those from Google Business or Facebook, you’ll need to log in directly to those platforms. Reviews from these sources are not displayed within DaySmart.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What happens if a client leaves a low-star review (1-3 stars)?
Click the arrow to view the answer
Click the arrow to view the answer
These reviews stay internal for your team’s reference and are not shared publicly. This allows you to follow up privately to resolve concerns.
Can I stop review requests from sending automatically?
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Click the arrow to view the answer
Yes. Go to Reputation → Settings → Interval, then disable automated review requests or set a longer interval between sends.
Do I need a Google Business Profile to collect reviews?
Click the arrow to view the answer
Click the arrow to view the answer
Not for internal feedback, but connecting your Google Business Profile enables clients who leave 4–5 star reviews to post them publicly on Google.
Why can’t I save my email or text template?
Click the arrow to view the answer
Click the arrow to view the answer
Each template must include the Review Link Button (and Unsubscribe for email). Without these placeholders, the system will block saving to maintain compliance.
Can I edit a review after it’s submitted?
Click the arrow to view the answer
Click the arrow to view the answer
No. Once submitted, reviews are saved as-is to preserve authenticity. You can respond to reviews but not alter the original content.
How can I resend a review request to a client?
Click the arrow to view the answer
Click the arrow to view the answer
Go to Reputation → Reviews Tab, locate the client, and select Resend Request. The message will be sent using your existing email/text templates.
Will disabling messaging affect reputation features?
Click the arrow to view the answer
Click the arrow to view the answer
Yes. Reputation Management relies on the messaging module (email or SMS). If messaging is disabled, review requests cannot be delivered.