Loyalty programme

Dental clinic loyalty programme software

Points earned on treatment, referrals credited to the patient who made them, and rewards redeemed against the next invoice. It runs from the records you already keep, so nobody is maintaining a stamp card.

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OverviewEarning rulesRewardsTiers

Points issued48,250

Redeemed12,400

Members1,286

Outstanding value$3,585

Earning rules

Per $1 spent1 pointActive

Referral500 pointsActive

Whitening250 pointsActive

Points expire12 monthsOn

Tiers & rewards

Bronze0 pts12% off scale & polish

Silver2,500 ptsFree check-up each year

Gold6,000 pts20% off whitening

Points are credited when the treatment is invoiced, and the balance sits on the patient file, so redeeming it is a line on the next invoice rather than a conversation at the desk.

Points that award themselves

Set the rule — points per unit of spend, or per procedure type — and they are credited when the treatment is invoiced. The balance sits on the patient file next to everything else.

Points per amount spent or per procedure
Balance held on the patient record and visible to reception
Redemption against an invoice, as a discount line
Expiry rules so points do not accrue forever
Tiers, if you want to treat long-standing patients differently

Referrals credited to the right patient

Word of mouth is most clinics’ best channel and the least measured. When a new patient names who referred them, the credit lands on that patient automatically and you can see which patients bring you others.

Referral source recorded on the new patient
Credit applied to the referring patient automatically
Reporting on who refers, and what those referrals are worth
Referral links patients can share over WhatsApp

Rewards that actually bring people back

Loyalty only works if the patient hears about it. Balances, rewards and expiry reminders go out over WhatsApp alongside the recalls, so the programme is visible without extra work.

Balance and reward messages over WhatsApp
Reminders before points expire
Rewards tied to recalls, so the message has a reason
Feedback collected after the visit, feeding the programme

Who benefits from loyalty

Retention is cheaper than acquisition in every clinic, and almost none of them measure it.

Patients

A balance they can see and spend, and a reason to come back to you rather than the clinic that is closer.

Reception

The balance is on the file, so redeeming it is a line on the invoice rather than a negotiation.

Owners

Repeat rate, referral volume and what a loyal patient is actually worth over time.

A stamp card versus a programme

Manual loyalty schemes fail for the same reason manual anything fails: they depend on somebody remembering.

Doing it by hand

Stamp cards patients lose
Points added by hand, sometimes
Referrals thanked informally
Patients unaware they have a balance
No idea whether it works

With Dentolize

A balance on the patient record
Points credited when treatment is invoiced
Referral credit applied automatically
Balance and expiry sent over WhatsApp
Repeat and referral rates reported

Questions

Loyalty programme — frequently asked

How do patients earn loyalty points?

By rule: points per unit of spend, or per procedure type, credited automatically when the treatment is invoiced. You set the rates and the expiry.

How are points redeemed?

As a discount line on an invoice, applied by reception from the balance already on the patient file.

Does it handle referrals?

Yes. When a new patient names who referred them, credit is applied to the referring patient automatically, and the reports show which patients refer most.

Do patients find out about their balance?

Yes. Balances, rewards and expiry reminders go out over WhatsApp alongside recalls, so the programme stays visible without anyone sending messages by hand.

Can I run it across several branches?

Yes. Points follow the patient rather than the branch, so treatment at any of your locations earns and redeems against the same balance.

Keep going

See Loyalty programme on your own clinic

Thirty minutes on how your clinic actually runs, not a generic slideshow. We will call you within 24 hours.

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