Rewards & Credits Walkthrough

Understand how rewards work, how patients use them and how this drives repeat revenue

This guide explains rewards, credits, and loyalty behavior from the patient’s point of view so you can confidently guide usage and avoid confusion.

What This Page Covers

You’ll learn:

What rewards and credits are

What is expected behavior vs a real issue

What controls reward behavior

How patients earn points

How rewards are redeemed

Points logic

Redemption flow

Credits vs discounts

Common questions

How Rewards and Credits Work

Watch how patients earn rewards, view balances and apply credits during checkout.

What Rewards Are

Rewards are incentives offered by the clinic to encourage repeat visits.

Rewards may include:

• Service credits

• Discounts

• Bonus offers

• Loyalty perks

Rewards are created and controlled by the clinic.

How Patients Earn Rewards

Patients earn rewards through:

• Completed bookings

• Promotions

• Referrals

• Spin or Scratch games if enabled

Rewards are issued based on CRM activity.

*The CRM is always the source of truth for rewards.

Viewing Rewards on the Dashboard

Patients can:

• See reward balances on the Dashboard

• Tap into the Rewards page

• View available rewards and credits

Not all patients see the same rewards.

Redeeming Rewards

Rewards:

• Are not auto applied

• Must be selected manually at checkout

• Can be saved for later

If a reward is visible, it does not mean it must be used immediately.

Credits vs Discounts

Credits:

• Apply as a dollar value

• Reduce the total checkout amount

Discounts:

• Apply as a percentage or fixed reduction

• Follow clinic rules

Reward behavior depends on clinic configuration.

*Add to Cart does not hold availability.

Rewards and Add Ons

Rewards:

• May apply to base services

• May apply to add ons

• May have exclusions

If unsure, check CXR reward settings.

Stacking and Partial Use

Rewards:

• May or may not stack

• May or may not allow partial use

This depends entirely on how the clinic configured the reward.

If there is uncertainty, the CRM rules apply.

Expiry and Limits

Rewards may:

• Expire

• Have usage limits

• Be one time or recurring

If a reward disappears, it is usually due to expiry or limits.

Sync and Timing Expectations

Rewards may:

• Appear a few minutes after being earned

• Require a refresh

• Update after logging out and back in

Short delays are expected behavior.

What Is Normal vs What Is an Issue

Normal behavior

• Reward appearing after a delay

• Manual reward selection

• Reward not applying to every service

Actual issues

• Reward issued in CRM but not appearing after refresh

• Reward redeemed but not reflected in CRM

Need Help or Something Feels Off?

Chat with Sage,

Sage can explain reward behavior, redemption rules and what to check next.

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