Overview
This article explains how to create a reward that patients can redeem directly in your mobile app. It’s designed for practice owners and managers who want to drive engagement through visit-based rewards and in-app incentives.
Rewards can be unlocked through in-app purchases or patient check-ins and redeemed on eligible services in your Shop.
Before You Start
Visit value must be configured before creating rewards.
In-app rewards apply to services available in your mobile app.
In-office rewards apply to items not available in-app (e.g., retail or skincare).
You cannot offer the first month of a membership for free.
Membership pricing must be at least $1 to capture a card on file.
How Rewards Work
Rewards unlock after a patient reaches a set number of visits.
Visits are earned through:
In-app purchases
Patient check-ins
Patients can:
Redeem the reward directly
Convert it into RepeatCash (if enabled)
Step-by-Step Instructions
1. Set Basic Reward Information
Go to Admin Panel > App Builder > Rewards.
Click Create New Reward.
Confirm redemption type:
For this use case, In-App is selected.
Choose In-Office if offering something not sold in your app.
Enter the Reward Title (this is what patients see).
(Optional) Add a Disclaimer.
Best practice: Avoid minimum spend requirements, as they may reduce engagement.
2. Set Unlock Requirements
Set the number of visits required to unlock the reward.
Confirm visit value is properly configured.
3. Select Valid Locations
Choose which locations the reward applies to.
4. Choose Discount Type
Select one of the following:
Percentage off
Set dollar amount
Free service (cannot apply to first month of membership)
5. Configure What the Reward Applies To
Use Include and Exclude to control which services receive the reward.
Use Include when targeting specific services:
“Save 25% on Hydrafacial”
“$2 off Tox and Filler”
“Enroll in a Membership and Unlock Your First Month for $1”
Selecting a treatment automatically excludes all others.
Use Exclude when discount applies broadly:
“15% off all services except Toxin”
“20% off all services except first month of memberships”
Explicitly exclude memberships if they should not receive the discount.
6. Enable RepeatCash (Optional)
Toggle on Convertible to RepeatCash.
Set the designated dollar amount.
RepeatCash allows patients to convert their unlocked reward into a banked dollar amount for a future in-app purchase.
The RepeatCash value does not need to match the full reward value. It should reflect what your practice is comfortable applying toward future purchases.
7. Save the Reward
Click Save New Reward.
The reward is now active.
How Archiving Works
Archiving a Reward
Removes it from availability for new users.
Patients who have already unlocked it retain access.
Useful when phasing out promotions.
Archiving Included Treatments
If you archive a treatment included in an active reward, it is removed from that reward.
If unarchived later, it must be manually re-added.
Important Notes
Discounted memberships do not apply to currently enrolled members.
Rewards tied to memberships are best used as sign-up or referral incentives.
Visit value must be configured before rewards function correctly.
Video Walkthrough
1. Patient goes to their rewards screen on their app 2. Patient selects the reward they want to redeem 3. Patient clicks 'Redeem now' to apply the discount and specified treatment directly to their cart 4. Patient clicks 'View cart' to checkout and redeem their reward |