Send feedback requests after sessions to opted-in clients

Your session records often lack post-visit feedback, leaving coordinators without client outcomes or follow-up context. Collect responses from opted-in attendees for same-week follow-up.

Overview

Post-session feedback is time-sensitive — program coordinators need client responses to close the loop and improve care. This workflow sends personalized feedback requests to opted-in attendees seven days after their session, surfacing responses for same-week follow-up.