User Guide

Simple how-to guides for FormAlert

Plain steps for the things you'll actually do — no jargon. Read the whole thing before you sign up, if you like.

What FormAlert Does 1. Business Details 2. Team Schedule 3. Payments 4. WhatsApp 5. Team & Roles 6. Booking Link & QR Queue & Display Audit Google Profile Credits & Plans Your Own Number Troubleshooting Add an Appointment Schedule a Follow-up Request Reviews Add It to Your Clinic Start Free →

How to

Rank higher on Google: request reviews from patients

The problem

Patients leave happy and say nothing publicly. Meanwhile the clinic down the road with 200 reviews sits above you in Google Maps, so the patients searching right now never see your name at all.

The fix

FormAlert sends your Google review link over WhatsApp — automatically when you mark a visit complete, or by hand any time. Asked for after every single visit rather than occasionally, reviews accumulate, your clinic climbs local search, and more of the people searching for a clinic near them end up walking into yours. Included on every plan.

Step 1 — Save your Google review link (one-time)

Open your Google Business Profile at business.google.com, go to Ask for reviews, and copy the link. It looks like https://g.page/r/…/review.

In FormAlert, go to Settings.

Paste it into Google review link and save.

Every review request uses this one link. Without it saved, requests go out pointing nowhere.

If you signed up by searching for your clinic on Google, this was filled in for you during onboarding. Worth checking it's there.

Step 2 — Send a review request

Three ways, depending on where you are.

SituationWhat to do

Finishing a visitPress Done on the Dashboard queue — the review request goes out automatically

A patient who's already been seenOpen the appointment and click Send Review Request

Someone who was never in the systemSend it from the Reviews page — name and phone is all you need

That third one is what the Reviews page in the sidebar is for — asking a patient who isn't on today's list, one at a time:

Open Reviews.

Enter the patient's full name and phone number. Email is optional.

Click Send review request.

The visit is recorded as completed at the current time so the request has something to hang off. It doesn't reserve a slot and never enters the queue.

Tip: This is the fastest way to work through a backlog of past patients — the form clears itself after each send, so you can go straight into the next one.

What the patient receives

A WhatsApp asking whether they had a good experience, with two one-tap buttons. Tapping Yes opens your Google review link in their browser. Tapping No records the response without sending them to Google.

Tip: That two-button design matters. Unhappy patients get a private exit instead of leaving a one-star review in public.

Completing a visit without asking for a review

Some visits shouldn't end in a review request. Open the appointment, click Complete, and choose Complete silently — the visit closes with no message sent.

The Done button on the Dashboard queue always sends the request. Use the appointment page when you want the choice.

What it costs

One credit per review request. On Starter it's sent from FormAlert's shared number; on Business it comes from your own.

Next: Add It to Your Clinic Back to Overview

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