Below are the general steps a patient goes through when placing an order on your Patient Rewards app.
1. Find the service or membership they want to purchase
The app has shoppable content throughout to help guide your patient further and further down the conversion funnel.
The patient can find the service or membership they are looking for by simply browsing the app or or search for it directly.
2. Click into the service you are interested in buying to review the imagery, description, pre and post care, and pricing.
💡Pro tip: |
If you are not yet enrolled in a membership, you will see two pricing options across the app. This is the calculated difference of what you would pay if you were a member versus making a one-off purchase.
You will have the option to add the membership to your cart at the same time as your treatment or package. |
3. Once you are ready, select 'Add to cart' on the screen
4. Apply eligible discount in cart. To ensure your discount is correctly applied, follow these steps:
Verify the promotion's terms and requirements, such as applicable products and cart minimums.
Add all eligible items using the designated promotional flow provided in the app, rather than manually adding items.
If the discount requires manual selection, ensure you have chosen it in the cart or entered the promo code in the designated field before proceeding to checkout.
If your discount still does not apply at checkout, ensure that the promotion is valid and check for potential restrictions like excluded products.
Promotions will show expected savings to ensure patients choose the most lucrative offer and cannot be stacked.
The patient must fit at least one of the following criteria to have discounts to choose from in cart:
💡Pro tip: If they are enrolled in a Membership and have no eligible offers available to them, the Membership discount will automatically update in their cart. |
5. If applicable, select any employees who have helped you with your purchase for commission purposes.
6. Select 'Check out now'.
7. Tax varies by location but will always show up as a line item, 'Tax and Service fee'.
8. Select your payment method and click 'Place order' to review and confirm your purchase on the next screen. Available payment types include:
Manual card input
Apple Pay
Google Pay
Financing with Affirm
9. Once payment has been processed, a confirmation screen will load confirming the purchase has been completed.
Practices and purchasers will also receive an email with order confirmation details for your records.
10. Click 'Next' to redirect back to the Account screen's Treatments page.
11. If you have an external booking software, the patient can click into the recently purchased treatment and select 'Book now' to book their next appointment.
Video walkthrough:
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