The Referrals module enables you to run a fully managed refer-a-friend programme within ClinicSoftware. Every client receives a unique referral code or shareable link. When a new client registers and books using that code, both the referring client and the new arrival receive their configured reward automatically — whether that is account credit, a percentage discount, or a complimentary service. The Referrals Report tracks every conversion, identifies your top advocates, and calculates the revenue generated by referred clients over their lifetime.
Kuidas See Töötab
01
Navigate to Marketing then Referrals and complete the programme configuration settings.
02
Set the reward values: for example, ten pounds account credit for the referrer and fifteen percent off the first visit for the new client.
03
Referral codes and shareable links are generated automatically for every existing client.
04
New clients register using the referral code — the system links them to the referrer and delivers both rewards automatically.
05
Monitor programme performance in the Referrals Report: top referrers, conversion rates, and revenue attributed to referrals.
Põhifunktsioonid
Auto-generated unique referral codes
Shareable booking links
Configurable dual-sided rewards
Automatic reward delivery on conversion
Referrer attribution tracking
New client source recording
Referral revenue analytics
Top advocate leaderboard
Pro-nõuanded
Promote the referral programme at checkout when client satisfaction is at its peak — right after a great appointment.
Make the reward instantly visible in the client's account to create an immediate motivation to share.
Referred clients consistently show higher lifetime value than direct-acquisition clients — track this in your reports.
Re-engage dormant referrers every six months with a personalised message reminding them the programme exists.
Feature Illustration
Referrals
Feature illustration