Goal
Automatically thank clients after appointments and request public reviews, with staff alerts on new reviews
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SOP-281
GoHighLevel Post-Appointment Review Request Automation
This SOP connect review platforms, configure review request templates and notifications, building a post-appointment workflow, and testing end-to-end.
Type
SOPs · DOC
Last updated
13 November 2025
Who does this
GoHighLevel admin or marketing ops with admin-level permissions
Comes with
From Leads to Sales: Funnel Building 101
Ideal outcome
Every completed appointment triggers a timely SMS and email review request; staff receive new-review notifications
Why it matters
Consistent, automated requests boost review volume and quality while reducing manual follow-up
Before you start
You need admin access in GoHighLevel, Instagram and Facebook Page. Refer to the SOP 278: GoHighLevel Appointment Confirmation & Reminder (web version) to verify confirmation sequences are active. Refer to the SOP 279: GoHighLevel Lead Nurture Drip Campaign (web version) for follow-up content and workflow consistency
Key steps 21 steps
What is inside 25 headings
1 Connect Facebook and Instagram in GoHighLevel 5
- Go to "Settings" → "Integrations" and click "Connect" Facebook and Instagram.
- Choose the correct Business Profile, then click "Continue as...".
- Select the correct page, set sync time to either "New Leads" or "All Leads" depending on business needs. Click "Connect and Continue".
- Next, click "Continue field mapping" to connect to your Facebook page.
- Check and ensure that your FB/IG page name now shows under "Settings" → "Integrations".
2 Configure email/SMS review requests 4
- Go to "Reputation" → "Settings" → "SMS/Email Requests". Click "+ Create New" and then "Create new Template". Include the necessary details.
- As for the SMS template, add a brief thank‑you message and the "{{reputation.review_link}}" merge field, then click "Save".
- As for the email template (Subject and Body), ensure to include "{{reputation.review_link}}", then click "Save". Use a clear subject line with your business name and put the review link on its own line.
- Go to the "Requests" tab and click "Send Review Request". Include the contact details to test send email/SMS to yourself.
3 Build and publish post-appointment workflow 7
- Go to "Automation" → "Workflows" → "+ Create Workflow" and "Start from Scratch".
- Add trigger: "Appointment Status" → "Add filters" to set the status to "Confirmed" and click "Save Trigger".
- Add action: "Wait" and set 30 minutes delay. click "Save Action".
- Add another action: "Send Review Request" with channels SMS + Email using the templates, click "Save Action".
- Add another action: "Add Contact Tag", click "Save Trigger".
- Click "Save" and toggle on "Publish".
- After publishing, confirm your new workflow appears in "Automation" → "Workflows" with the status "Published".
4 Test and handoff 5
- In the "Post-appointment workflow", click "Test Workflow". Create a test contact with your mobile and email and click "Run Test".
- Book a test appointment on the target calendar and set status to "Completed".
- Wait 30 minutes.
- Confirm that the thank-you SMS and email arrive.
- Notify staff to set final appointment status to "Completed" after each appointment.
The document DOC
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