Referrals

Overview

This guide explains Referrals in the Getting started & setup area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

How it works

Do you have a referral program in your Clinic? If not, you have nothing to lose and everything to gain by asking for referrals.
Here’s why:
Clinic referrals narrow down a future customer’s choices, there has never been more clinics for a client to choose from.

A prospect client is more likely to visit a clinic that was recommended by a friend – it has everything to do with trust.

Referrals work for you and are a way of saying “don’t take our word for it!” The referral user gets discount on treatments based on how many referrals has. More referrals, more discounts and free treatments.

Referral admin area

Search "referral" in admin area and select the"Referral schemes" button.

From this page you can edit the referral schemes.

1. Select the “Add new” button to add a new referral schemes.
2. Select the “Edit” button to edit an existing referral schemes.
3. Select the “Delete” button to delete an existing referral schemes.

Benefits for your clinic

• Save time: Automates repetitive communication around Referrals, so staff can focus on clients in clinic instead of manual follow-up.
• Win clients and leads: Keeps prospects and past clients engaged with timely messages, improving conversion from enquiry to booked appointment.
• Generate revenue: Consistent nurture, rebooking and promotional activity helps fill the diary and increase repeat and package sales.