Referral Rewards
What It Does
Referral Rewards lets a clinic pay existing clients for bringing in new ones. The clinic turns rewards on and picks how much: a Fixed amount (e.g. $50) or a percentage of the referred client's first payment (e.g. 10%). When a referred guest actually converts to a client, the referrer earns a credit on their account balance, which staff apply to the client's account with one button.
Who uses it: owners (configure the reward) and front desk (apply the earned credit to the referrer's account).
How It Works
Configure (staff, once)
In Settings → Guests & Referrals, toggle referral rewards on and choose the reward:
- Fixed amount — a flat credit per successful referral, or
- % of first payment — a share of what the referred client pays the first time.
Earn (automatic)
- A referral is tracked when a guest or lead is attributed to an existing client.
- When that referred person converts to a client and (for the % option) makes their first payment, the reward is calculated and posted once as a credit to the referrer's account. (A referral only ever rewards once.)
Redeem (staff, one button)
Staff apply the earned credit to the referrer's account balance with a single action, so it automatically discounts their next charge or invoice.
FAQ
- Can we reward clients for referrals? Yes — turn on Referral Rewards and pick a fixed amount or a percentage of the referred client's first payment.
- When does the referrer get paid? When the referred person converts to a client (and, for the % option, makes their first payment) — the credit posts to the referrer's balance.
- How does the credit get used? Staff apply it to the referrer's account balance with one button, discounting their next charge.