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Grow Your Client Base with aBuilt-In Referral Programme

Track every client referral automatically, reward your advocates the moment their referral converts, and measure the long-term value of referred clients.

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Grow Your Client Base with a Built-In Referral Programme

Track every client referral automatically, reward your advocates the moment their referral converts, and measure the long-term value of referred clients.

play_circle_filled
Tutorial · ClinicSoftware.com
peopleReferral Programme
REFERRAL PROGRAMME ITEM DETAIL STATUS Sarah M. referred Emma K. · £25 credit James R. referred Priya S. · £25 credit Anna L. referred 3 new clients Mike T. referred 1 new client 42 referrals · £3,780 new revenue this month
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At a Glance
A referral programme rewards existing clients for introducing new ones, turning your happiest clients into a low-cost acquisition channel. ClinicSoftware.com tracks referrals and rewards automatically, so you can see who refers, credit them, and grow through word of mouth.

What is a clinic referral programme?

A referral programme gives existing clients an incentive — a discount, credit or treatment — for introducing friends. It turns satisfied clients into new-client acquisition. ClinicSoftware.com tracks who referred whom and applies the reward.

Why are referrals valuable?

Referred clients are cheaper to acquire and tend to be more loyal, because they arrive already trusting the clinic through a friend. Referrals are one of the highest-return marketing channels.

How are referrals tracked and rewarded?

ClinicSoftware.com records each referral against the referring client and applies the agreed reward automatically, so nothing is missed and referrers are credited fairly.

Key Numbers at a Glance
MetricValue
CostLow-cost acquisition
Referred clientsMore loyal
TrackingAutomatic reward
Frequently Asked Questions
What is a referral programme?
It rewards existing clients for introducing new ones. ClinicSoftware.com tracks referrals and applies rewards automatically.
Why do referrals work so well?
Referred clients are cheaper to acquire and more loyal, because they come already trusting the clinic through a friend.
How are referrals tracked?
ClinicSoftware.com records each referral against the referring client and credits the reward automatically.
What reward should I offer?
A discount, account credit or complimentary add-on works well; the key is that it is worthwhile for the referrer and sustainable for the clinic.
How It Works in ClinicSoftware
01
Set up a referral reward (credit, discount or treatment)
02
Let clients refer friends easily
03
Track referrals against the referring client
04
Apply rewards automatically

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.

How It Works
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.
Key Features
people Auto-generated unique referral codes
people Shareable booking links
people Configurable dual-sided rewards
people Automatic reward delivery on conversion
people Referrer attribution tracking
people New client source recording
people Referral revenue analytics
people Top advocate leaderboard
Pro Tips
lightbulb Promote the referral programme at checkout when client satisfaction is at its peak — right after a great appointment.
lightbulb Make the reward instantly visible in the client's account to create an immediate motivation to share.
lightbulb Referred clients consistently show higher lifetime value than direct-acquisition clients — track this in your reports.
lightbulb Re-engage dormant referrers every six months with a personalised message reminding them the programme exists.
Feature Illustration
imageReferrals
REFERRAL PROGRAMMEYOUR REFERRAL CODESARAH15COPY LINK14REFERRED9CONVERTED£1,840REVENUETOP REFERRERSSarah M. · 14 referrals · £140 earnedJames R. · 8 referrals · £80 earnedAuto-reward · Unique codes · LTV tracking · Social shareFEATURE PREVIEWLEARN MORE
Feature illustration