⚠️ 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

From the cloud software, click More then click Settings.
Select E-mail & Texting then click Reminders And Notifications.
Click the Get Started button.
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.
Click Save Company Info when finished.
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.
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.
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.
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

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. 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.
Tap the box to agree to the terms and conditions and then click Save.
From the business messaging page select Text/E-mail Settings.
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.
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.

Sign in or create a Google account using your business email.
Visit business.google.com and set up or claim your business.
Enter your business category, service area, phone number, and website
Click Finish, then verify your business (now or later).
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.

Set your Interval.
Link external accounts in Advanced Settings.
Use AI Powered Reviews to make it easier for customers to write a review.
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.

Select Email Template.
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).
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.

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

❓ FAQ's

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