Send review request email after every customer payment

You miss reviews and receipts when payments are processed manually, slowing feedback and post-visit marketing. Send review invites and receipts automatically so confirmations arrive same day.

Overview

Payments are the ideal moment to request feedback and confirm receipts, but manual outreach creates delays and missed reviews. This workflow turns each completed payment into a same-day review invite and receipt, freeing marketing ops and patient experience staff for higher-value work.