Add completed appointment clients to review outreach list

Your completed appointments miss review outreach entries, causing delayed invitations and extra manual work. Add those clients automatically so review invites go out the same day.

Add completed appointment clients to review outreach list

Overview

When completed appointments don't flow into your review funnel, reputation growth and local search visibility stall. This workflow captures appointment clients and seeds review outreach automatically, so program coordinators can send invitations the same day and reduce manual work.

Add completed appointment clients to review outreach list