The SPC now has a built in loyalty rewards program that you can use and customize for your practice so that you can reward your loyal patients and keep them coming back to your practice. In order to configure your loyalty rewards program, your user account will need to have administrator access to get started. You will want to configure your products and services that you wish to be eligible to earn points when purchased. Please keep in mind that there are rules and regulations in which specific products and services can be eligible for reward points, so please be sure to check with your society. For more information on the main navigation menu, click on configuration and then products list. Any product you wish to be eligible to earn points is simply toggle. This can earn points, switch to yes and click save at the bottom of the page.
Repeat the process as needed for all your products and services that you wish to include in your loyalty rewards program and configuration billing set up in the upper right corner. Select loyalty tiers from the drop down menu. On the loyalty tiers configuration page. Click get started.
We’ve created some prefilled options for you to make it easier to configure your loyalty rewards program. Of course, you’re able to make any modifications that you like. Loyalty tiers are designed to give you control over how many points per dollar are earned on eligible purchases. If you’d like for your patients to start earning points on their first eligible purchase, simply create a loyalty tier that starts at zero points. Once you’ve configured all of your loyalty tiers, click save.
If down the line you’d like to add any loyalty tiers, click on add tier or to edit or delete an existing tier. Click the edit or delete button. Next you’ll need to configure your loyalty rewards and billing set up. Select loyalty rewards from the drop down menu. Much like the tiers set up, click get started to set up your loyalty rewards. Think of rewards like coupons. In other words, how much money do you want your patients to spend in your practice on eligible purchases before they receive a reward? Once you’ve configured all of your loyalty rewards, click safe. In order for patients to start earning rewards, each patient must be enrolled into the loyalty rewards program. The most convenient way to do this would be the new bill screen in the loyalty rewards sections, simply click enroll down.
You can easily unenroll any patient from the loyalty rewards program and the edit full profile page of the contact profile. Redeeming rewards is very quick and easy when creating a bill for a patient. You’ll see any available rewards that are available at the time of checkout. When selecting a reward, you’ll need to select a line item to apply it to wholly. One reward can be used on a single line item and cannot be combined with any other discounts. Once a reward is redeemed, the balance will recalculate to show any other available rewards that can be used.
There is a loyalty rewards report called available rewards that is available under the reports section. The report will show you any patients with unused rewards. If you have any questions related to configuring your loyalty rewards program, please email firstname.lastname@example.org. Thank you for watching.