Overview
Referral Rewards lets patients invite friends from the RepeatMD app, track each referral’s status, and earn rewards when friends complete a qualifying visit or purchase.
This article is for front-desk staff and managers who explain the program, answer patient questions, and encourage participation.
Before You Start
Referral Rewards must be configured in the Admin Panel. See Referral Rewards overview (Admin Panel).
Know your practice’s reward type (RepeatCash or complimentary service) and Welcome Offer values before fielding questions.
Milestone bonuses are currently fixed at 3 successful referrals within 6 months. Confirm the milestone amount with your configuration.
Open the patient app and walk through Refer a Friend and Track Referrals yourself.
Why It Matters
When staff understand the patient experience, they can:
Promote participation naturally during check-in and checkout.
Answer questions accurately about timing, minimum spend, and reward banking.
Encourage nudges when friends have signed up but not booked.
Drive measurable growth by making referrals visible and gamified.
How It Works
Refer a Friend: Patients open the Rewards tab, scroll to Refer a Friend, and share a personal link via text.
Friend sign-up: The friend opens the link, creates an account, and sees your Welcome Offer (applied after a qualifying visit or purchase).
Qualifying event: A referral succeeds when the friend completes a qualifying visit (such as QR check-in) or in-app purchase per your program rules. Sign-up alone does not count.
Dual rewards:
Friend: receives the Welcome Offer after qualifying.
Referring patient: receives the referral reward you configured (RepeatCash or complimentary service). A text confirms the reward; the patient banks it in Wallet.
Track and nudge: Under Track Referrals, patients see each friend’s status: sent, signed up, or completed. They can send a nudge if a friend has not booked yet.
Milestone bonus: After 3 successful referrals within 6 months, patients unlock the milestone bonus you enabled. The goal and timeframe cannot be customized today.
Ongoing referrals: Patients can keep referring and earning after the milestone. There is no hard cap.
Step-by-Step Instructions
Locate Refer a Friend in the patient app
Open the patient app.
Go to the Rewards tab.
Scroll to the bottom of the main page.
Tap Refer a Friend.
Share the personal link via text.
Walk through the referred friend’s experience
Friend opens the shared link.
Friend signs up for RepeatMD.
Friend sees the Welcome Offer in the app.
Friend completes a qualifying visit or purchase.
Friend receives the Welcome Offer; referring patient receives their reward.
Track referrals and send a nudge
In the app, open Track Referrals.
Review each friend’s status (sent, signed up, completed).
If a friend has not booked, tap Nudge to send a reminder.
Bank and spend rewards
After a successful referral, the referring patient receives a confirmation text.
Patient banks the reward into Wallet.
RepeatCash stacks and applies to future in-app purchases at checkout.
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Best Practices and Pro Tips
Show, do not just tell. During visits, open the app and point out Refer a Friend and Track Referrals.
Promote the Welcome Offer to friends who have been considering a visit.
Celebrate three referrals when patients hit the milestone window.
Remind patients to use their link. Referrals may not qualify if the friend signs up without the personal link.
Escalate config questions to Referral Rewards overview (Admin Panel).
Common Mistakes and FAQs
Q: When do patients get their reward?
A: After the referred friend completes a qualifying visit or purchase, not immediately at sign-up.
Q: What happens if a friend does not book?
A: The referring patient can send a nudge from Track Referrals in the app.
Q: Why has a patient not received their reward?
A: Common causes: the friend did not use the unique referral link, the friend has not completed a qualifying event yet, or the referral occurred before the program started.
Q: What is the milestone bonus?
A: Patients unlock a bonus after 3 successful referrals within 6 months when milestone bonuses are enabled. The amount is set in your Admin Panel configuration.
Q: What if patients ask about minimum spend?
A: If a minimum spend is set on the Welcome Offer, it appears in offer details during checkout.
Q: Can patients keep earning after the milestone?
A: Yes. They can continue referring and earning without a hard cap.
Next Steps and Support
Need help? Email support@repeatmd.com