When you create a feedback survey, the questions decide how useful the answers are. In Pabau you have full control over what your clients are asked, and a Question Bank to start from.
If you have not set the survey up yet, start with Customizing the Feedback Survey Builder.
Step 1: Access the Questions Step
Log in to your Pabau account and in the left sidebar menu, click on Marketing, then click on "Reviews." Click the Settings button in the top right corner, then click Next Step at the bottom of the Builder page to move to Questions.
Alternatively, navigate to Setup and click on "Feedback Survey" under Marketing and Communication, then click Next Step to proceed.
The Questions step
Step 2: Set the Survey Name and Subtitle
Under Survey Settings, enter a Survey name and a Survey subtitle. These appear at the top of the survey your clients receive, and the panel on the right previews your changes as you type.
Some suggestions to get you started:
-
Survey name: "Your Feedback Matters" or "Help Us Improve"
-
Survey subtitle: "We'd love to hear your thoughts!" or "Tell us about your experience - we value your feedback and always strive to improve!"
Step 3: Manage Your Questions
The Questions section is where you add, edit and remove what your clients are asked. Each question is rated by the client on a scale from 0 to 5, in half-star increments.
-
To edit a question: click into the text field and change the wording.
-
To delete a question: click the X to the right of the question. You cannot delete the last remaining question.
-
To add a question: click Add Question at the bottom of the list.
NOTE: Surveys are limited to three questions unless you have the Marketing Plus add-on. Once you reach three, Add Question and Go to Question Bank are disabled and the tooltip explains the limit.
Step 4: Use the Question Bank
Click Go to Question Bank in the bottom left to browse a library of seven pre-written questions. Click the tick to the right of any question to add it to your survey - a quick way to build a well-rounded set without writing them from scratch.
The Question Bank
Step 5: Use Merge Tags
Questions can include merge tags that fill in details from the client's appointment automatically. Three are available:
-
[EmployeeName] - the practitioner who saw the client.
-
[ClinicName] - your clinic's name.
-
[ServiceName] - the service the client booked.
Use the dropdown beside a question to choose its merge tag. Selecting a different tag changes the context of the question and makes it feel more personal - for example, "How would you rate your consultation with [EmployeeName]?"
Step 6: Translate Questions (Optional)
Switch on Translate questions to clients preferred language to have Pabau show each question in the language set on the client's record.
Step 7: Save Your Survey
When you are happy with the questions, click Save Settings in the bottom right corner to save the survey. From here you can continue to the Share step, where you can view your public listing.
With your questions set up, clients receive a clear and relevant feedback form after their appointment, so you collect the insight that matters most.
What's next?
Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles.
For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.