Skip to main content
All CollectionsPatient ExperienceRefer a Friend
Create a sign-up/referral reward
Create a sign-up/referral reward
Updated over a week ago

Your sign-up and referral reward are one in the same. It's the incentive the user receives after they create an account on your mobile app.

You can only create one sign-up/ referral reward per location.


Basic reward information

Select where this reward is valid for redemption

  • For this use case, in-app is automatically chosen for you. This simply means the reward they are unlocking is one of the services you offer on your mobile app.

  • Please select in-office if you wish to offer something they cannot purchase on your mobile app. This includes retail and skincare products.

Enter reward title

  • The reward title is how the reward will be identified by the patient

(Optional) Enter a disclaimer

💡Pro tip:

We do not recommend creating an offer that requires a minimum spend as it can prevent the patient from engaging and converting on your app.

However, if you do add a disclaimer regarding a minimum spend you must use the include or exclude tool and make sure the correct services meet your requirement.

Valid location(s)

  • Select the location where this reward is eligible

Select discount type

Select from one of 3 options:

  • Percentage off

  • Set $ amount

  • Free service (does not apply to first month membership)

    • If you wish to offer a skincare or retail product as a free reward, please go back to the top and select in-office instead of in-app!

🛑 You cannot offer the first month of the membership for free.

Stripe needs the membership price to be at least $1 to capture a card on file for the future monthly payments.

Select what's included and/or excluded from this reward

Includes and excludes determine what this reward discount will apply to in your Shop

  • Use 'Include' when you want a specific treatment to receive this discount

    • Enroll in a Membership Today and Unlock Your First Month for Just $1!

      • You will want to explicitly include your memberships so the discount only applies to the first month of your memberships and not any other services in your menu

    • Save 25% on a Hydrafacial (or a specific service from your service menu)

      • You would only select to include Hydrafacial (or the specific treatment from your list) and it will automatically know to exclude every other treatment from that discount/ benefit

    • $2 off Tox and Filler

      • You would select to include the tox and filler from your list and it will automatically know to exclude all over treatments from that discount/benefit

  • Use 'Exclude' when you want to to exclude less than you want to include

    • 15% off all services except for Toxin

      • You would just use exclude to select all the toxin services to ensure they are not receiving this discount/ benefit.

    • 20% off all services except for 1st month of your memberships

      • You will want to explicitly exclude your memberships so that the rest of your service menu will receive the discount

💡Pro tip:

You can choose whether or not you want the discount to apply to the first month membership cost.

Convertible to RepeatCash

RepeatCash lets patients convert unlocked rewards into cash they can spend on another in-app purchase. To enable RepeatCash for this reward, click on the grey toggle and set the designated amount.

💡Pro tip:

The value of your RepeatCash doesn’t need to be equivalent to the actual value of an unlocked reward… It should be a dollar amount you as a company are OK with a patient putting towards a future purchase.

Click 'save new reward' and you're good to go!


Create your sign-up/referral reward video (updated video coming soon)

How your patient redeems the reward on the app:

Did this answer your question?