Can Workspace369 ask clients for a Google review automatically?

Yes. Save your review page link in Settings → General → Contact, then use the Ask for a review workflow template under Calendar. Two hours after an appointment ends it emails the client a thank-you with your review link.

Does the review request go out for no-shows?

No. The Ask for a review template skips appointments marked as a no-show. It opens as a draft, so you pick the mailbox it sends from and switch it on.

Which review sites can I link to?

Your Google, Yelp or Facebook review page. Use the full link, starting with https://.

Which plans include review requests and AI Import?

Both are on every plan, Cadet through Enterprise. Review links can be sent by text from Voyager up, and importing expenses needs Specialist or above.

Can I import my data from HoneyBook, Dubsado, Bonsai, 17hats or Moxie?

Yes. Upload a CSV or Excel export under Clients → Import data and AI Import suggests the tool it came from. You can correct the source before the import starts.

Do I get to check imported data before it is saved?

Yes. Each import brings in one kind of record, such as clients, products, invoices, proposals or expenses, and you review every row before anything is saved. Imports use your monthly AI usage.

WorkflowsWorkspace & team

Ask clients for reviews automatically, and import from five more tools

Save your review page link once and let a workflow email it after each appointment, and bring your data over from HoneyBook, Dubsado, Bonsai, 17hats or Moxie with AI Import.

Cut-paper illustration of an envelope with a star and a clock, and folders gliding along a conveyor into one tidy stack, beside the AI Import step Confirm what we detected with the Source app list open on HoneyBook, Dubsado, Bonsai, 17hats, Moxie and GoHighLevel.

A review link and an Ask for a review workflow

Add your Google, Yelp or Facebook review page as the Review link in Settings › General › Contact. Use the full link, starting with https://. Workflows can then send it to clients with the new {{workspace.review_url}} variable, shown as Review link in the variable picker, in emails and, on Voyager and above, in text messages. If a workflow step uses it and no link is set, the step doesn’t send; its error tells you where to add the link, and you run the workflow again once it’s saved.

There is a ready-made Ask for a review template under Calendar when you start a new workflow. Two hours after an appointment ends, it emails the client a short thank-you with your review link. It opens as a draft: pick the mailbox it sends from and switch it on. It skips appointments marked as a no-show.

It is on the web app now and comes to the iPhone app with its next update.

Review link in Settings › General
{{workspace.review_url}} for workflow emails (and texts on Voyager and above)
Ask for a review template, 2 hours after an appointment

The Contact section of Settings › General on desktop: Email, Phone, Website, a Review link of https://reviews.apexautospa.example/leave-a-review, and Address.

Where to find it: Settings
General
Contact
Review link
Plans: Cadet and up
Learn more: Workflow automation Workflows tutorial

AI Import recognizes HoneyBook, Dubsado, Bonsai, 17hats and Moxie

Upload a CSV or Excel export from HoneyBook, Dubsado, Bonsai, 17hats or Moxie and AI Import now suggests the tool it came from, alongside GoHighLevel, Jobber and ServiceTitan. You can correct the source app before the import starts, and Import History shows it afterwards.

Each import brings in one kind of record: clients, products, invoices, proposals or expenses. You review every row before anything is saved. Imports use your monthly AI usage, and expenses need Specialist or above.

It is on the web app now and comes to the iPhone app with its next update.

Five more source apps named on detection
Source shown in Import History
Review every row before it’s saved

AI Import suggests the app your export came from, and you can change it before anything is imported. Example data.

Where to find it: Clients
Import data
Plans: Cadet and up
Learn more: Switch from HoneyBook Switch from Dubsado

Quick answers

Can Workspace369 ask clients for a Google review automatically?: Yes. Save your review page link in Settings → General → Contact, then use the Ask for a review workflow template under Calendar. Two hours after an appointment ends it emails the client a thank-you with your review link.#
Does the review request go out for no-shows?: No. The Ask for a review template skips appointments marked as a no-show. It opens as a draft, so you pick the mailbox it sends from and switch it on.#
Which review sites can I link to?: Your Google, Yelp or Facebook review page. Use the full link, starting with https://.#
Which plans include review requests and AI Import?: Both are on every plan, Cadet through Enterprise. Review links can be sent by text from Voyager up, and importing expenses needs Specialist or above.#
Can I import my data from HoneyBook, Dubsado, Bonsai, 17hats or Moxie?: Yes. Upload a CSV or Excel export under Clients → Import data and AI Import suggests the tool it came from. You can correct the source before the import starts.#
Do I get to check imported data before it is saved?: Yes. Each import brings in one kind of record, such as clients, products, invoices, proposals or expenses, and you review every row before anything is saved. Imports use your monthly AI usage.#

All release notes Subscribe to the feed