Aesthetix CRM lets you send review requests to patients automatically through workflows, campaigns, and triggers, or manually to an individual patient whenever you want. Manual requests are handy right after a great appointment or consult, when you want to ask that specific patient for feedback on the spot. You'll find this tool under Reporting > Reputation Reports > Requests.
From the left navigation, go to Reporting.
Select Reputation Reports.
Click the Requests tab.
The Requests tab is a complete log of every review request your practice has sent, whether or not the patient has responded yet. It shows who each request went to, how and when it was sent, who on your team sent it, and whether it's still pending or complete. Use it to track how well your review outreach is performing and to spot patients who may need a follow-up nudge.
Note: what you can see and do here may be limited by your user permissions.
From the Requests tab, click Send Review Request.
Enter the patient's name.
Enter either a valid phone number or email address (whichever channel you plan to use to reach them).
Choose how you want to send the request: SMS or email.
If sending by SMS, confirm the phone number is correct. If sending by email, confirm the email address is correct.
Click Send Review Request to dispatch it.
You can customize the look and wording of your review requests (the message template, branding, and review site links) from Reputation Management in your CRM settings before you start sending requests to patients.
If you land on the Requests tab and see a message prompting you to send a request before the section fully unlocks, head to Reputation Management in your settings first to set up how your review requests look and behave. Once that's configured, come back and send your first request.
Once you've sent one or more requests, the Requests tab fills in with a table you can use to gauge how your outreach is performing:
Column | What it shows |
|---|---|
Invite Sent To | The patient who received the review request. |
Email/Phone Number | The email address or phone number the request was sent to, depending on the method you chose. |
Sent By | Which staff member or CRM user sent the request. |
Date Sent | The date the request went out. |
Status | Whether the patient has completed the review request or it's still pending. |
Review Request Retries | How many times a review has been requested from that same patient. |
Reviewing this list regularly helps you spot patients who haven't responded yet so you can decide whether a manual follow-up or a second automated nudge makes sense.
For the full picture of your practice's online reputation, including request automation, review site connections, and reputation widgets, see the Review Management collection.
Do I need to use manual requests, or can review requests go out automatically? Both options are available. Automated requests can be triggered through workflows, campaigns, and triggers after an appointment or milestone. Manual requests are for one-off situations, like asking a specific patient right after a great visit.
What information do I need to send a manual request? Just the patient's name and either a valid phone number or a valid email address, depending on whether you want to send the request by SMS or email.
Can I send a review request by both SMS and email at the same time? Each manual request is sent through one channel at a time (SMS or email). If you want to reach a patient both ways, send a second manual request using the other channel.
Where do I customize what the review request looks like? Go to Reputation Management in your CRM settings. That's where you control the message template, branding, and review destination links that patients see.
Why can't I fully access the Requests section yet? If you haven't sent any review requests yet, you may see a prompt asking you to send one first. Set up your review request appearance under Reputation Management, then send your first request to unlock full access to this section.
What does the Review Request Retries column mean? It shows how many times your practice has requested a review from that same patient, which is useful for knowing when to stop following up.
Can any staff member send a manual review request? That depends on the user permissions assigned to their account. Some team members may have limited or no access to this section.
Will I be able to tell if a patient actually left a review? The Status column shows whether the request is still pending or has been completed, giving you a quick way to see who has responded.
