✨ When You Need This Guide
Use this guide if you’re wondering:
“How do I enable referral texts after a review?”
“Can I customize the message or coupon patients receive?”
“Where do I change the image for my referral message?”
“How can I track referrals using a custom scheduler?”
Whether you're just getting started with patient referrals or want to customize the entire experience, Aloha lets you enable and edit your texting referral requests with just a few clicks.
How to Turn On Texting Referral Requests
To enable referral texts for patients who leave feedback:
Go to Feedback > Feedback Settings
Under the first dropdown (below your review links), select Referral > Add Element
Drag the new “Referrals” row to where you want it in the review rotation
(Most practices place it after the Google Feedback Request)Click "Save Sharing Links"
Once activated, referral texts will send automatically after a patient completes a review — prompting them to share your practice with friends and family.
🖊️ How to Edit Your Texting Referral Message and Coupon
You can fully customize the text, image, and scheduler used in your referral messages.
Go to Feedback > Show Templates
Scroll down to "Texting Referral Request" and click Edit
Change the message your patient receives
Replace the default coupon image with your own
For more settings:
Go to Feedback > Referral Settings
Choose a custom Scheduler to embed in the coupon (optional but recommended)
Click Save Settings once everything looks good
💡 Pro Tip: Adding a scheduler lets you track which patients booked through referrals via your Scheduling History tab. Click here to learn more about creating custom schedulers.
🎉 You'll Know It Worked When:
A patient receives a referral message after their review
The message includes your custom image and text
Referred patients use your scheduler and show up in your system
💬 Need Help?
If you're not seeing the referral element, or want support designing a better message or image, reach out! We're happy to review your setup or suggest best practices for referral growth.
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