Which package includes Loyalty and referrals?

Loyalty and referrals is part of the Campaigns and retention add-on, bought on top of Engage core. Points and referral credit are spent at checkout, so it also needs Billing and point of sale.

How do loyalty points work?

Points are earned on invoices at the rate you set, can multiply by tier as a client's spend grows, and are redeemed at checkout up to a limit. They can expire after a period you choose.

How are referrals rewarded?

Each client has a referral link and QR code. When someone they referred pays for a first appointment, Engage adds the reward to the referrer's wallet automatically.

Can we see who refers the most patients?

Yes. The referral report ranks referrers by the patients they brought and the revenue those patients generated, and shows the rewards issued.

Loyalty and referrals

NextHealth Engage

Part of the Campaigns and retention add-on

Loyalty and referrals rewards the patients who stay and the ones who recommend you. Loyalty points are earned on invoices at the rate the clinic sets, with up to six tiers that multiply earning as a client's spend grows, and are redeemed at checkout within limits and expiry rules you choose. Every client has a referral link and QR code; when a referred friend pays for a first appointment, Engage credits the referrer's wallet and can welcome the newcomer with credit too.

What it covers

Points earned on every invoice, at your rate
Up to six tiers that multiply earning by spend
Redemption at checkout, with limits and expiry
Referral link and QR code for every client
Automatic wallet credit for referrer and newcomer

Designed for

Facilities

Specialty chain Dental, aesthetics, fertility, ophthalmology

Part of the starting set for these, and available to any facility.

Why it is hard to do well

Repeat patients cost far less to keep than new ones

Rewards that run themselves

Loyalty schemes on paper cards and referral rewards tracked in a notebook are easy to start and hard to keep honest. NextHealth Engage runs both from the invoices themselves.

Loyalty points

Clients earn points on every invoice at the rate the clinic sets. Up to six tiers, each with a name and a spend threshold, multiply earning for the most loyal clients. Points are redeemed at checkout, capped at a share of the invoice and above a minimum, and can expire after the period you choose. Engage refuses to switch the scheme on until earning, value and expiry are all set.

Referrals

Every client has a referral link and a QR code that opens the clinic's booking page. When a referred friend pays for a first appointment, Engage credits the referrer's wallet automatically, and can give the newcomer a welcome credit.

What managers see

The referral report shows clients referred, how many became paying patients, the revenue they brought and the rewards issued, with the top referrers ranked. Billing reports track points earned, redeemed and expired.

More in NXH Engage

12 more modules

Questions we get asked

: Loyalty and referrals is part of the Campaigns and retention add-on, bought on top of Engage core. Points and referral credit are spent at checkout, so it also needs Billing and point of sale.
: Points are earned on invoices at the rate you set, can multiply by tier as a client's spend grows, and are redeemed at checkout up to a limit. They can expire after a period you choose.
: Each client has a referral link and QR code. When someone they referred pays for a first appointment, Engage adds the reward to the referrer's wallet automatically.
: Yes. The referral report ranks referrers by the patients they brought and the revenue those patients generated, and shows the rewards issued.

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