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Reputation Management (Cloud - New)

Set up Reputation Management to request reviews by email/text, connect your Google Business Profile, customize templates, and view client feedback in one place.

Written by Kyle Goodman

❓ Which Version Do You Have?

DaySmart offers two versions of Reputation Management, and the menu path, setup steps, and settings differ between them. Use the guide below to confirm which version your account has before following the instructions in this article.

💡 How to tell which version you have:

  • On the menu bar, select More. If your dropdown shows Reputation, you have the New Version. This version is currently only available on the cloud website, not the mobile app.

  • On the menu bar, select More. If your dropdown shows Reviews, you have the Legacy Version. This version is available on both the website and the mobile app.

🆕 New Version (Reputation)

⚠️ Please Note: Messages sent through Reputation Management do not count toward your reminder/notification message allotment. They’re included with the add-on or subscription when enabled on your account.

📝 Overview

Reputation Management helps you improve your online presence by automating review requests, offering AI-assisted review drafting, syncing with external review sites (like Google/Facebook), and keeping client feedback organized in one place.

🔑 Authorizations

Before using this feature, ensure:

  • Messaging (email and/or SMS) is enabled for your account.

  • Your business phone number is verified for text delivery.

  • A Google Business Profile is connected if you want reviews posted publicly.

🛠️ Get Started

Learn how to set up and customize your reputation tools, including enabling messaging, linking your Google Business Profile, and creating templates.

⚠️ Please Note:

This version of Reputation Management is not currently available on the mobile app, please use a website browser to access this feature.

🧭 Navigate to Reputation

Click the arrow to learn more

On the menu bar, select "More" and then select "Reputation" from the drop-down menu.
​


​If you did not already have messaging enabled, the screen below will pop up and you'll need to follow the steps here to activate messaging prior to continuing:
​

💬 Enable Messaging

Click the arrow to learn more

⚠️ Please Note:
You can still send emails, but please be aware that SMS requires verification of your business phone number for proper delivery.

🖥️ Website

Click the arrow to learn how to set up reminders on the website

  1. From the cloud software, click More then click Settings.

  2. Select E-mail & Texting then click Reminders And Notifications.

  3. Click the Get Started button.
    ​

  4. Enter company information. All fields including a valid website must be completed for reminders to send properly.

    1. If a social media link is used for the website URL it must be public facing, if you do not have a website please utilize our free online booking website.
      ​

  5. Click Save Company Info when finished.
    ​

  6. After saving the information you will be redirected to the Company Contact Information page. Select Reminders and Notifications on the left side bar to review the available reminder types.
    ​

  7. Here you can toggle Confirmations on if you would like clients to be able to confirm their appointment via text.

    • The message will include “reply C to confirm” and client replies will mark appointments confirmed in the Appointment Book.

    • These messages contribute to your total character count.
      ​

  8. Here you can toggle Cancellations on if you would like clients to cancel via text.

    • The message will include “reply X to cancel.”

    • These messages contribute to your total character count.

    • (Optional) Enable staff notifications so your team is alerted when clients cancel.
      ​

  9. Repeat for any other notification types you would like to be sent to clients and employees. Be thoughtful about which notifications you enable as they will count toward your total monthly allotment.

    • If Appointment Changed reminder are on, the client will receive a text each time the a ticket is updated.

    • Appointment Scheduled messages will send immediately, however reminders do not and will be queued up and sent in batches.

    • It's recommended to turn on the notifications for employees when an appointment is cancelled as that will allow them to be notified if a client responds with X to cancel.

📱 Mobile App

Click the arrow to learn how to set up reminders on the mobile app

  1. From the appointment book click More.
    ​

  2. Select Settings.
    ​

  3. Select Business Messaging.
    ​

  4. Click Turn on Automatic Notifications.
    ​

  5. Enter company information. All fields including a valid website must be completed in order to comply with messaging verification requirements. If a social media link is used for the website URL it must be public facing, if you do not have a website please utilize our free online booking website.
    ​

  6. Tap the box to agree to the terms and conditions and then click Save.
    ​

  7. From the business messaging page select Text/E-mail Settings.
    ​

  8. Here you can do the following:

    • Determine which delivery methods you would like to use:

      • Toggle Send E-mail Reminder on or off.

      • Toggle Sent Text Msg Reminders on or off.
        ​

    • Accept Confirmations by Text: Toggle on if you would like clients to be able to confirm their appointment via text.

      • Note: The message will include “reply C to confirm,” and client replies will mark appointments confirmed in the Appointment Book.
        ​

    • Days in Advance: Reminders can be sent to clients up to seven days in advance.

      • Determine how long prior to appointments you would like the reminder to be sent.
        ​

    • New Appointment Scheduled: Notifications can be sent to clients and staff when a new appointment is scheduled.

      • Determine the delivery method and recipients you would to receive a message when a new appointment is scheduled.
        ​

    • Appointment Changed: Notifications can be sent to clients and staff when an appointment is modified.

      • Determine the delivery method and recipients you would to receive a message each time an appointment is modified. This will prompt a message to send for minor changes as well, such as adjusting the employee or service duration.
        ​

    • Appointment Canceled: Cancellation notifications will be sent to clients and staff based on the options selected here.

      • Determine the delivery method and recipients you would to receive a message if an appointment is cancelled.
        ​

  9. To customize the messages that are sent to clients and employees you will need to log into the software via the website and follow the steps outlined in the Editing Appointment Notification Templates instructions.

🏪 Create a Google Business Profile

Click the arrow to learn more

⚠️ Please Note: Daysmart is not affiliated with Google and is unable to assist with creating, managing, or editing your Google Business account.

  1. Sign in or create a Google account using your business email.

  2. Visit business.google.com and set up or claim your business.

  3. Enter your business category, service area, phone number, and website

  4. Click Finish, then verify your business (now or later).

  5. Ensure a team member manages this Google account to maintain access.

⚙️ Edit Review Settings

Click the arrow to learn more

🔔 Coming Soon:

The ability to link a Facebook account will be released soon. We will update this page once that feature is available

⚠️ Please Note:

  • When adding a Google Account, it must be an account that's linked to a Google Business Account. Click here to learn how to set-up.

  • Condition variables will only appear after an appointment with those variables have been closed out.

  1. Set your Interval.

    • By default review request will be sent 1 month after the clients visit unless set otherwise.
      ​

  2. Link external accounts in Advanced Settings.
    ​

  3. Use AI Powered Reviews to make it easier for customers to write a review.
    ​

  4. Select Save when finished.
    ​

📧 Create an Email Template

Click the arrow to learn more

Once messaging is enabled (or if it was already enabled), the page will default to the Reviews tab.

  1. Select Email Template.
    ​

  2. Customize the default template:

    • Enter a Subject (this is the subject clients will see).

    • Add a Logo (this should be your company logo).

    • Edit the Body (this is the email content that includes the review link).
      ​

  3. Use the toolbar inside the body field to format content and insert dynamic placeholders.

⚠️ Please Note:

The "Review Link Button" and "Unsubscribe" placeholders are both required. You will not be able to save the email template if either of those options are not included.

🗨️ Create a Text Template

Click the arrow to learn more

⛔ Disclaimer:

You can still send emails, but please be aware that SMS requires verification of your business phone number for proper delivery.

Once you enable messaging, or if you already had messaging enabled, the page will automatically default to the "Reviews" tab.

  1. Click "Text Template" to continue the set-up process.
    ​

  2. The text template will contain default information that you can customize for your business.

    • Edit the "Message"

      • This will be the text that will include the link to review.
        ​

  3. Within the "message" box, there is a toolbar to allow you to utilize the various tools to edit your text.

    • The "Insert Placeholders" will allow you to add dynamic information.

⚠️ Please Note:

The "Review Link Button" placeholder is required. You will not be able to save the text template if that option is not included.

👥 Client View

What clients see when they click your review request link and how the Google prompt behaves based on the rating.

Click the arrow to learn more
​

⚠️ Please Note:

  • If a customer submits a 4 or 5-star review, it will prompt the customer to leave the page and submit the review directly through Google.

  • If a customer submits a 1, 2 or 3-star review, it won't prompt them to submit it to Google.

Email Review:
​

This is the initial page the customer will see when they click the link in the email:
​

If a customer leaves a 4 or 5-star review, it will then prompt them to copy the review and add it as a Google review also:
​

⭐️ How to Read Client Reviews

Discover and read your customer reviews with the following steps below.

Click the arrow to learn more
​

Click on the "Reviews" tab. The information displayed will default to the last 60 days.
​


​

You can use the filter options to filter the results based on your needs.


​

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Do Reputation Management messages count toward my reminder/notification allotment?

Click the arrow to view the answer

No. Messages sent through Reputation Management do not count toward your reminder/notification allotment and are included when the add-on is enabled.

Why can’t I save my email template?

Click the arrow to view the answer

Your email template must include both the Review Link Button and Unsubscribe placeholders. If either is missing, the template cannot be saved.

Why can’t I save my text template?

Click the arrow to view the answer

Your text template must include the Review Link Button placeholder. If it’s missing, the template cannot be saved.

Why don’t I see certain condition variables in settings?

Click the arrow to view the answer

Condition variables only appear after an appointment using those variables has been closed out.

Will negative reviews be posted to Google automatically?

Click the arrow to view the answer

No. The system does not publish reviews automatically. Clients are directed to linked review sites only after submitting an internal rating of 4–5 stars. Internal ratings of 1–3 stars do not receive a public posting prompt.

Can I link a Facebook account?

Click the arrow to view the answer

Not yet. Facebook linking is coming soon and this article will be updated once available.

🕰️ Legacy Version (Reviews)

📝 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

🧭 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

  1. From the top menu, select More → Reviews.

  2. If messaging is not enabled, follow the prompt to set up Reminders & Notifications.
    ​

  3. 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

  1. From the cloud software, click More → Settings

  2. Select E-mail & Texting → Reminders And Notifications.

  3. Click the Get Started button.
    ​

  4. 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.

  5. 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.
    ​

  6. 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

Facebook

Click the arrow to learn more about connecting a Facebook Business Profile

  1. Within the Daysmart Software navigate to More → Reviews → Integration and click the Link to Facebook button.
    ​

  2. Log in with your Facebook profile.

    1. The logged in account must have privileges to manage the Facebook Business Profile and meet any Meta verification requirements.
      ​

Google

Click the arrow to learn more connecting a Google Business profile

  1. Sign in to your Google Account or create one using your business email.
    ​

  2. Go to business.google.com → Create or claim your business.
    ​

  3. Select your business category and service area (recommend within ~2 hours drive).
    ​

  4. Enter phone number and website URL → Click Finish.
    ​

  5. Click Verify now or choose Verify later.

    1. Ensure the Google account is managed by someone on your team.
      ​

  6. Within the Daysmart Software navigate to More → Reviews → Integration and click the Link your Google business profile button.
    ​

  7. 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

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

  • 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

  • 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

🧭 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

  1. From the top menu, select More → Reviews.
    ​

  2. If messaging is not enabled, follow the prompt to set up Reminders & Notifications.
    ​

  3. 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

  1. From the appointment book click More.
    ​

  2. Select Settings.
    ​

  3. Select Business Messaging.
    ​

  4. Click Turn on Automatic Notifications.
    ​

  5. 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.
    ​

  6. 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

Facebook

Click the arrow to learn more about connecting a Facebook Business Profile

  1. Within the Daysmart Software navigate to More → Reviews → Integration and click the Link to Facebook button.
    ​

  2. Log in with your Facebook profile.

    1. The logged in account must have privileges to manage the Facebook Business Profile and meet any Meta verification requirements.

Google

Click the arrow to learn more connecting a Google Business profile

  1. Sign in to your Google Account or create one using your business email.
    ​

  2. Go to business.google.com → Create or claim your business.

  3. Select your business category and service area (recommend within ~2 hours drive).
    ​

  4. Enter phone number and website URL → Click Finish.
    ​

  5. Click Verify now or choose Verify later.

    1. Ensure the Google account is managed by someone on your team.
      ​

  6. Within the Daysmart Software navigate to More → Reviews → Integration and click the Link your Google business profile button.
    ​

  7. 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

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

  • 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

  • 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

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

  1. Go to the Reviews tab in the software.
    ​

  2. The list defaults to the last 60 days. Use filters to segment by: date range, star rating, employee, service category, or review source.
    ​

  3. 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

  1. Go to More → Reviews.
    ​

  2. The list defaults to the last 60 days. Use filters to segment by: date range, star rating, employee, service category, or review source.
    ​

  3. 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.

❓Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

What happens if a client leaves a low-star review (1-3 stars)?

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?

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

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

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

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

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

Yes. Reputation Management relies on the messaging module (email or SMS). If messaging is disabled, review requests cannot be delivered.

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