SOP 281: GoHighLevel Post-Appointment Review Request Automation
\nThis SOP connect review platforms, configure review request templates and notifications, building a post-appointment workflow, and testing end-to-end.
\nLast Updated / Reviewed: 11/13/2025
\nExecution Time: 25–40 minutes (plus 30-minute test delay)
\n🚀 Goal: Automatically thank clients after appointments and request public reviews, with staff alerts on new reviews.
\n🤞 Ideal Outcome: Every completed appointment triggers a timely SMS and email review request; staff receive new-review notifications.
\n🤔 Why this is important: Consistent, automated requests boost review volume and quality while reducing manual follow-up.
\n🧐 Where this is done GoHighLevel.
\n🗓️ When this is done: Set up before going live; review templates quarterly or when calendars/team changes.
\n👨 Who does this: GoHighLevel admin or marketing ops with admin-level permissions.
\n__⚠️Prerequisites or requirements: __You need admin access in GoHighLevel, Instagram and Facebook Page.
\nRefer to the SOP 278: GoHighLevel Appointment Confirmation & Reminder (web version) to verify confirmation sequences are active.
\nRefer to the SOP 279: GoHighLevel Lead Nurture Drip Campaign (web version) for follow-up content and workflow consistency.
\nClick here to get the most up-to-date version of this SOP
\nTo send automated review requests, you’ll first connect your Google Business Profile and Facebook Page inside GoHighLevel. This ensures the {{reputation.review_link}} in your messages directs clients to the right platform for leaving feedback.
\nYou will see your Google Business Profile name listed.
\nNow that your Google and Meta profiles are connected, set up how requests go out and how your team gets notified. This ensures every client receives a short thank‑you with a review link, and staff are alerted when new reviews come in.
\nYou should see both an SMS and an email arrive from the chosen identities.
\nNow that your review templates and notifications are ready, you’ll set up an automated workflow that thanks clients and asks them for a review once their appointment is marked completed. This workflow runs on its own after each appointment, ensuring consistent follow-up without manual effort.
\nAppointment status is the most reliable indicator that a visit is finished, so it works better than relying on a CRM pipeline stage if scheduling is used.
\nA short delay prevents the request from arriving while the client is still on-site.
\nUsing both SMS and email maximizes reach and gives clients two easy ways to respond.
\nAdding a tag helps you track and segment contacts who have already received a review request.
\nNow that the workflow is active, you’ll test the end-to-end follow-up and make sure staff know their role in keeping it running smoothly. Testing confirms that review requests reach clients at the right time and that staff receive alerts when new reviews come in.
\nAppointment status reliably shows a visit is finished, so it triggers follow-up more consistently than pipeline stages.
\nCheck your phone and inbox after 30 minutes. You should see both the thank-you SMS and email with a working review link. Delivery may take a few extra minutes depending on carriers.
\nRemind the team this step must be done the same day so that the workflow can automatically send thank-you and review request messages.
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