WellnessHub

Customer notes and review request readiness

Confirm service notes and post-service feedback path support.

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StaffAppointment Execution9 min
Guide scope
Use this to prepare before starting execution.

Primary route: /console/customers and /console/reviews

Prerequisites

  • At least one completed booking exists.
Step-by-step test instructions
Follow in exact order. Do not skip steps.
  1. 1. Open customer profile from CRM.
  2. 2. Add communication note after completed service.
  3. 3. Verify note appears in communication timeline.
  4. 4. Check review queue for new review submissions.
Pass criteria
Guide is complete only when all checks below are true.
  • Service follow-up notes are easy to record for future visits.
  • Review workflow can be tracked from submission to moderation.
  • Customer history includes staff-entered notes.
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