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Referral Rewards

Learn how to set up referral rewards.

Use Referral Rewards to allow patients to share referral codes and earn points or coupons when referred friends meet a required spend amount.

Step 1: Go to Settings > Payments > Rewards > Reward Types.

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Step 2: Click Enable to turn on patient referral rewards.

Step 3: Choose which Booking Page referred friends will see after clicking the referral link.

Step 4: Set the minimum spend amount needed to qualify for Referral Rewards.

Step 5: Toggle on Referring Patient Reward.

Step 6: Decide if you want to use Reward Points or Coupons for the reward. If you are using Reward Points, set the amount. If you are using a Coupon, select which one.

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Step 7: Toggle on Referred Patient Reward.

Step 8: Decide if you want to use Reward Points or Coupons for the reward. If you are using Reward Points, set the amount. If you are using a Coupon, select which one.

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Step: 9: Click Save.

Additional Information šŸ’”

Referral Reward Stacking Rules

In most cases, Referral Rewards stack automatically and patients receive all rewards they qualify for.

Referral Rewards stack with:

  • Consumption Rewards

  • Manual Action Rewards

  • Automatic Action Rewards

The only exception is when a patient qualifies for both the Action Reward: First Visit Completed and a Referral Reward. In that scenario, the Accumulate setting, which is configured when setting up the First Visit Completed Action Reward, determines how points are awarded.

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