Overview
Feedback and ratings give planners valuable insights into how clients are engaging with workflows. When enabled, participants can leave comments or ratings after completing a step. This helps track performance, improve future workflows, and measure client satisfaction.How feedback works
- Planners can enable feedback or ratings for each workflow step.
- When enabled, the client is prompted to leave a comment, rating, or both after completing that step.
- Feedback is attached to the specific step, ensuring context is preserved.
Client experience
- The client completes a workflow step.
- If feedback or ratings are enabled, they are asked to:
- Write a short comment (feedback).
- Give a star or numeric rating (performance measure).
- Once submitted, the feedback is saved and linked to the step they just completed.
Viewing feedback as a planner
1
Navigate to booking details
From the Bookings page, click the link button on a specific booking.This opens the booking details page at:
<username>/<slug>/<booking-id>.2
Check step feedback
Scroll through the workflow steps in the booking details. Each step will show whether feedback or a rating has been left.
3
Read and review
Open the step to view submitted comments or ratings. Use this information to evaluate performance, identify gaps, or gather client sentiment.
What you get
- Track performance – Get a clear view of how each step performs and how your team is doing overall.
- Improve workflows – Spot unclear or repetitive steps and refine them together.
- Measure satisfaction – Use ratings and comments to understand client and team sentiment.
- Foster engagement – People feel valued when their feedback leads to real changes.
- Collaborate better – Collect input from teammates and clients in one place and make decisions faster.
- Stay aligned – Turn shared insights into simple, actionable next steps that keep everyone moving in the same direction.