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Collecting & Responding to Feedback

Capture client satisfaction after every visit and close the loop with personal staff responses.

Overview

The Feedback section lets your team record client ratings and comments after appointments, track NPS (Net Promoter Score) trends, and respond to individual feedback entries. The dashboard surfaces a summary widget so you can monitor satisfaction at a glance without navigating away from your daily view. Use this journey when a client has just had a visit and you want to log their feedback, or when you need to review and respond to previously submitted feedback.

Prerequisites

1

Navigate to Feedback

Click Feedback in the main navigation. You'll land on the Feedback list page (/feedback).

What you'll see: A table with one row per feedback entry, showing:

ColumnDescription
ClientClient's full name, or "Client #ID" if name is unavailable
Overall RatingStar rating (1-5), displayed as filled yellow stars
NPSNPS category badge (Promoter, Passive, or Detractor) with the raw score in parentheses
CommentTruncated comment text; full text is visible on the detail page
SubmittedDate the feedback was submitted
Actions"View" link to open the detail page

The page header shows a results counter ("Showing X of Y feedback entries") and the current page number.

Feedback list page showing a table of feedback entries with star ratings, NPS badges, and client names
The Feedback list page with star ratings, NPS badges, and pagination
2

Filter the List

Use the filter controls above the table:

Leave either filter set to "Any" to remove that bound. Changing a filter resets to page 1 automatically.

Use the Previous and Next buttons at the bottom of the list to page through results.

3

Submit New Feedback

Click Add Feedback (top right). You'll be taken to /feedback/new.

What you'll see: A form titled "Submit Feedback" with the following fields:

Client (required)

A dropdown showing all active clients. Select the client who provided feedback. Type to search.

Overall Rating (required)

An interactive 5-star selector. Click a star to set the rating. The star you click and all stars to its left turn yellow.

Sub-ratings (optional)

Four additional star selectors, each 1-5 stars:

NPS Score (0-10)

A dropdown showing scores 0 through 10, each labeled with its NPS category:

The system automatically assigns the NPS category (Promoter, Passive, or Detractor) based on the score you select.

Comment

A free-text area for the client's written feedback. Maximum 2,000 characters. A character counter appears at the bottom right of the field.

Make this feedback public

A checkbox. When checked, this feedback may be displayed publicly. Unchecked means it is private/internal only.

Click Submit Feedback to save. The system enforces one feedback entry per appointment to prevent duplicate submissions. If feedback already exists for the appointment, the backend will return a validation error.

After submission you are returned to the feedback list.

New feedback form showing client dropdown, star rating selector, sub-ratings, NPS score, comment area, and public checkbox
The Submit Feedback form with star ratings, NPS score, and comment fields
4

View Feedback Details

From the list, click View on any row. You'll be taken to /feedback/:id.

What you'll see: Three sections of information:

Details section

Ratings section

Comment section

Staff Response section

5

Respond to Feedback

On the feedback detail page, scroll to the Staff Response section.

  1. If no response has been submitted yet, you'll see a text area labeled "Write a response to this feedback..."
  2. Type your response
  3. Click Submit Response

What you'll see after responding: The text area is replaced by a blue highlighted box containing your response text and the date it was submitted. Once a response is submitted, it cannot be edited through the UI — contact an admin if a correction is needed.

Important: Once a response is submitted, it cannot be edited through the UI. Contact an admin if a correction is needed.
6

Monitor Feedback on the Dashboard

The main dashboard includes a Feedback Summary Widget that shows:

You can check this widget daily without navigating to the full feedback list. Use it to spot sudden drops in ratings that need follow-up.

You can also pull aggregated data via the API:

Tips & Best Practices

Tip: Submit feedback as soon as possible after the appointment while the details are fresh. Clients also remember more specific details immediately after a visit.
Tip: Always respond to Detractor feedback (NPS 0-6) promptly. A personal response often prevents a negative public review.
Tip: Use the sub-ratings (Service Quality, Employee, Cleanliness, Value) consistently to build useful trend data over time. If you skip them sometimes, the averages become harder to interpret.
Tip: Set the NPS score as well as the star rating whenever possible. NPS scores give you a standardized metric you can compare against industry benchmarks.
Tip: Use "Make this feedback public" only for feedback the client has explicitly agreed to share publicly.

Common Issues

IssueSolution
Cannot find the client in the dropdownThe client must exist in the system. Register them first via the Clients page.
Feedback submission fails with a duplicate errorFeedback already exists for this appointment. View the existing entry to add a response instead.
NPS badge does not appear on the listThe NPS score was not submitted for that entry. Edit or view the record to confirm.
Star rating shows as 0 on submissionAt least 1 star must be selected for Overall Rating — it is a required field.
Response text area not showingA response may already have been submitted. Scroll up to see the existing response in the blue box.

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