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Referral Rewards overview (Admin Panel)

Learn how Referral Rewards automates patient referrals, how to configure rewards and milestone bonuses, and how the program scales across locations.

Overview

Referral Rewards turns patient word-of-mouth into an automated, trackable growth program inside the RepeatMD patient app. Every referral is verified and rewarded automatically without manual codes or punch cards.

You configure reward type and amounts in the Admin Panel. Patients share a personal link from the app. When a referred friend completes a qualifying visit or purchase, both sides earn rewards you define.

This article is for practice owners, managers, and admins setting up or adjusting Referral Rewards.

Before You Start

  • You need Administrator or Manager access to configure rewards.

  • Open Rewards → Referral Rewards in the Admin Panel left-side navigation.

  • Decide reward type: RepeatCash or a complimentary service for the referring patient and the referred friend.

  • Milestone bonuses are optional but currently fixed at 3 successful referrals within 6 months. You cannot customize the milestone goal or timeframe today.

  • Review compliance requirements for your state. See Understand compliance with Referral Rewards (Admin Panel) if applicable.

Why It Matters

Traditional referral programs often fail because they are hard to track and inconsistent to administer.

Referral Rewards helps practices:

  • Turn word-of-mouth into measurable growth tied to real visits and purchases.

  • Reduce manual work once configured; tracking and payouts run automatically.

  • Improve acquisition ROI compared with many paid ad channels.

  • Scale across locations with consistent rules and reporting.

Patients get a simple, gamified way to share your practice and earn rewards when friends complete qualifying events.

How It Works

Referral link: Each patient shares a personal link from the Rewards tab in the app.

Welcome Offer: The referred friend signs up through the link and sees your Welcome Offer, applied after their first qualifying visit or purchase.

Dual rewards: When the friend completes a qualifying event (visit check-in or in-app purchase per your rules), the friend receives the Welcome Offer and the referring patient receives the referral reward you configured.

Milestone bonus: After 3 successful referrals within 6 months, the referring patient unlocks an optional milestone bonus (for example, $150 RepeatCash). The goal and timeframe are fixed and cannot be customized today.

Banking rewards: Referral RepeatCash moves to the patient’s Wallet once banked. Patients spend it on future in-app purchases.

Disable anytime: You can turn off Referral Rewards or milestone bonuses from the Admin Panel without losing historical data.

Step-by-Step Instructions

Open Referral Rewards settings

  1. Log in to your Admin Panel.

  2. Go to Rewards in the left-side navigation.

  3. Select the Referral Rewards tab.

Choose reward type and values

  1. Select reward type: RepeatCash or complimentary service.

  2. Set the reward amount for the referring patient (for example, $50 RepeatCash per successful referral).

  3. Set the reward for the referred friend (Welcome Offer value or service).

  4. Optional: enable a milestone bonus after the third successful referral in six months.

  5. Click Save.

RepeatCash is recommended because patients can stack and spend it across visits rather than managing one-off coupons.

Verify the program is live

  1. Confirm changes apply across your app immediately after save.

  2. Ask a staff member to open the patient app and locate Refer a Friend under Rewards.

Adjust or disable the program

  1. Return to Rewards → Referral Rewards.

  2. Update reward values or toggle milestone bonuses off.

  3. Save. Changes apply instantly.

  4. To pause the program, disable Referral Rewards from the same tab.

Best Practices and Pro Tips

  • Keep rewards simple. Clear, easy-to-earn rewards drive higher participation.

  • Remind patients in office. Mention Referral Rewards at checkout or after treatment.

  • Celebrate milestones. Acknowledge patients who hit three referrals in six months.

  • Align Welcome Offer minimum spend with meaningful first purchases when that setting is available.

  • Review compliance before launching in regulated markets.

Common Mistakes and FAQs

Q: Can patients refer unlimited friends?

A: Yes. There is no limit on referrals or bonuses earned.

Q: Can I change the milestone goal or timeframe?

A: Not at this time. Milestones are fixed at 3 successful referrals within 6 months.

Q: When does a referral count as successful?

A: When the referred friend completes a qualifying purchase or visit at your practice, not at sign-up alone.

Q: Can I turn the program off?

A: Yes. Disable Referral Rewards or milestone bonuses anytime in the Admin Panel.

Q: RepeatCash or complimentary service?

A: RepeatCash stacks in Wallet and applies to future purchases. Complimentary services work when you prefer treatment-based rewards.

Q: What if a friend signs up without the referral link?

A: The referral may not qualify. The referring patient should share their personal link. See patient experience article for nudge and tracking details.

Next Steps and Support

Need help? Email support@repeatmd.com

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