Clinic follow-up workflow with a scheduled review request

Cliniko review request automation

Ask for a review after the right appointment, without another front-desk task.

Send a clinic-branded review request after a completed Cliniko appointment. Choose exactly when it sends and which appointments it applies to.

A simple post-appointment workflow

Set the rule once. Keep the request timely and consistent.

01

Choose the appointments

Select the locations, practitioners, appointment types, and medical alerts the review request should apply to.

02

Set the delay

Send any chosen number of minutes, hours, or days after the appointment instead of relying on a manual follow-up list.

03

Add your review link

Use a built-in design or your own template, then add the review destination and wording that suits the clinic.

04

Preview and monitor

Send yourself a test, turn the automation on, and check scheduled, sent, skipped, or failed messages in the dashboard.

Customer story

Free the Qi made review requests part of its normal appointment journey.

The Brisbane acupuncture clinic sends branded review requests after matching Cliniko appointments. Once those messages became consistent, the clinic saw a clear lift in new Google reviews.

Visit Free the Qi

A useful email, sent at the right moment, gave more patients a gentle reminder to share their experience.

Free the Qi Acupuncture, Brisbane

Checks before sending

The automation still pays attention to what happened.

Review requests are ordinary after-appointment automations, so the same appointment and patient checks apply before the email is sent.

  • Cancelled appointments are not treated as completed visits.
  • After-appointment emails can be skipped when Cliniko records that the patient did not arrive.
  • Communication preferences and a usable patient email are checked before sending.
  • Cooldown and send-limit rules can prevent repeated messages from overlapping automations.
  • You can pause or edit the automation without rebuilding the template.

Review request questions

Clear control before anything turns on.

Can I choose how long after the appointment the email sends?

Yes. The timing can be set to a chosen number of minutes, hours, or days after the appointment.

Can different services use different review requests?

Yes. Create separate automations and filter each one by location, practitioner, appointment type, or medical alert where needed.

Does MyHealthFollowup post or manage the reviews?

No. MyHealthFollowup sends the clinic's email and chosen review link. The patient decides whether to leave a review on the destination selected by the clinic.

What happens if the patient did not attend?

After-appointment automation rules can check the Cliniko did-not-arrive status and skip the email rather than treating the appointment as a completed visit.

Preview it with your clinic details

Build the review request and send yourself a test before it goes near a patient.