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.
Points logic
Redemption flow
Credits vs discounts
Common questions
Watch how patients earn rewards, view balances and apply credits during checkout.
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.
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.
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.
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:
• 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:
• May apply to base services
• May apply to add ons
• May have exclusions
If unsure, check CXR reward settings.
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.
Rewards may:
• Expire
• Have usage limits
• Be one time or recurring
If a reward disappears, it is usually due to expiry or limits.
Rewards may:
• Appear a few minutes after being earned
• Require a refresh
• Update after logging out and back in
Short delays are expected behavior.
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

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