Overview
Effortlessly enhance your online reputation with DaySmart's Reputation Management tool. It automates client review requests, utilizes AI-powered review crafting, syncs with external review sites like Google, and centralizes feedback tracking, all while helping grow your business by fostering stronger client connections and increasing revenue.
Get Started
To set-up this feature be sure to follow the instructions for each step.
If you have already enabled some steps be sure navigate to the ones you need.
Navigate to Feature
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On the menu bar, select "More" and then select "Reputation" from the drop-down menu.
If you did not already have messaging enabled, the screen below will pop up and you'll need to follow the steps here to activate messaging prior to continuing:
Enable Messaging
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Please Note:
You can still send emails, but please be aware that SMS requires verification of your business phone number for proper delivery.
Adding the Messaging Service to your account enables you to send all types of appointment correspondence to your clients by both e-mail and text message.
Select More, then Settings at the top of the cloud software website.
Choose E-mail And Texting, then Reminders And Notifications on the left.
Click the get started button to begin the sign-up process.
Add all your business information in the Enter Company Information window. Pay attention to the fields with the symbol. The Business Name will be the sender shown on your clients' e-mails and the Primary E-mail in the address that will receive e-mail replies.
Click Save Company Info when finished.
You will be taken to the Appointment Notifications screen, choose which message types you would like your clients to receive by toggling between tabs. Notice that text confirmations and cancellations are off by default. Simply move the slider to On if you wish to turn it on for any message type.
Clicking On for the Confirmation will add a "reply C to confirm" at the end of your reminder. Your client may respond C back to you and you will see this appointment confirmed on your appointment book.
Clicking On for the Cancellations will add a "reply X to cancel" at the end of your reminder.
Create a Google Business Profile
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On your computer, sign in to your Google Account, or create one.
If you create a new Google Account, sign up with your business email domain.
Go to create a profile.
Enter the name of your business. You may also be able to select your business from the list of suggested businesses as you type.
If you get a message that someone else has already verified the business, request ownership of the Business Profile.
Search for your business category.
Click Next.
Choose whether you have a location customers can visit.
For businesses with a storefront staffed during business hours: Click Yes.
You may be asked to enter your business address or position a marker on a map for the location of your businesses. When finished, click Next.
For businesses that don't have a storefront staffed during business hours: Click No.
Enter the service area of your business.
You can set your service area based on the cities, postal codes, or other areas that you serve. You can add up to 20 service areas.
Tip: We recommend you do not extend the boundaries of your overall area farther than 2 hours driving time from where your business is based. For some businesses, it may be appropriate to have a larger service area.
Enter a phone number and website URL.
Click Next.
You also have the option to create a website based on your information.
Tip: We recommend entering the individual phone number or store page for each location, rather than a remote call center.
Click Finish.
Select a verification option.
Tip: We recommend reviewing your information before you request verification.
To verify now: At the top, find the red banner and click Verify now.
To verify later: Click Verify later Later.
If you’re not authorized to manage the Business Profile for the chain: Find the person in your organization who’s authorized and continue the process.
Edit Settings
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Coming Soon:
The ability to link a Facebook account will be released soon. We will update this page once that feature is available
Set your "Interval".
Link external accounts in "Advanced Settings".
Take advantage of the "AI Powered Reviews" to make the review process even easier for customers.
Click "Save" when finished.
Please Note:
When adding a Google Account, it must be an account that's linked to a Google Business Account. Click here to learn how to set-up.
Condition variables will only appear after an appointment with those variables have been closed out.
Create an Email Template
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Once you enable messaging, or if you already had messaging enabled, the page will automatically default to the "Reviews" tab.
Click "Email Template" to continue the set-up process.
The email template will contain default information that you can customize for your business.
Enter a "Subject"
This will be the subject of the email that prompts the customer to leave a review.
Add a "Logo"
The logo should be your company logo that will display on he client's review site.
Edit the "Body"
This will be the body of the email that will include the link to review.
Within the "body" box, there is a toolbar to allow you to utilize the various tools to edit the body of your email.
The "Insert Placeholders" will allow you to add dynamic information
Please Note:
The "Review Link Button" and "Unsubscribe" placeholders are both required. You will not be able to save the email template if either of those options are not included.
Create a Text Template
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Disclaimer:
You can still send emails, but please be aware that SMS requires verification of your business phone number for proper delivery.
Once you enable messaging, or if you already had messaging enabled, the page will automatically default to the "Reviews" tab.
Click "Text Template" to continue the set-up process.
The text template will contain default information that you can customize for your business.
Edit the "Message"
This will be the text that will include the link to review.
Within the "message" box, there is a toolbar to allow you to utilize the various tools to edit your text.
The "Insert Placeholders" will allow you to add dynamic information.
Please Note:
The "Review Link Button" placeholder is required. You will not be able to save the text template if that option is not included.
How to View the Customer Experience
The process for customers to leave a review is simple and effective. Check out the information below if you would like to see the customer point of view.
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Please Note:
If a customer submits a 4 or 5-star review, it will prompt the customer to leave the page and submit the review directly through Google.
If a customer submits a 1, 2 or 3-star review, it won't prompt them to submit it to Google.
Email Review:
This is the initial page the customer will see when they click the link in the email:
If a customer leaves a 4 or 5-star review, it will then prompt them to copy the review and add it as a Google review also:
How to Read Client Reviews
Discover and read your customer reviews with the following steps below.