5
loyalty tiers
8
ways to earn points
1–3×
tier earn multiplier

Overview
A full loyalty engine that turns every session, payment, and form into points — with five tiers, a redeemable reward catalog tied to billing, and WhatsApp nudges that bring patients back before points expire.
Five tiers to climb
Ways to earn points
Illustrative — the real mix varies by clinic
Real-world use cases
Win back inactive patients
Birthday bonus points are awarded automatically and patients get a WhatsApp nudge before points expire, pulling lapsed patients back in.
Reward your biggest spenders
Patients earn points per EGP paid; higher tiers add a 1–3× earn multiplier and a cashback % credited straight to their wallet.
Grow by referral
When a referred patient completes their first session, the referrer is automatically awarded referral points.
Reward loyalty at the front desk
Reception redeems catalog rewards (discount %, fixed amount, free exam, free product) and applies them directly to the invoice.
What you get
5-tier program (Member → Platinum)
Configurable point thresholds per clinic; tier status updates automatically as patients earn.
Multi-source earning engine
Sessions, payments, forms, visit streaks, on-time attendance, referrals, and birthdays — each with idempotent ledger entries.
Tier benefits
Percentage or fixed discounts, free examinations, cashback to wallet, and a bonus earn multiplier up to 3×.
Reward catalog tied to billing
Redemptions apply as real invoice discounts with full reverse/un-apply support and redemption limits.
Points expiry & automated reminders
Configurable expiry window with WhatsApp alerts when points are about to expire.
Program analytics
Tier distribution, top patients, earn-by-source breakdown, cashback issued, and points expiring in the next 30 days.
How it works
- 1
Configure the rules
Set points-per-EGP, tier thresholds, and earning toggles in /admin/loyalty.
- 2
Patients earn automatically
Points accrue on completed sessions, payments, and form submissions — tier benefits apply at checkout.
- 3
They climb tiers & redeem
Tiers unlock benefits; staff redeem catalog rewards and apply them to invoices in one click.
Need implementation details, APIs, or workflows?
Read the full documentationRelated modules
Ready to run your clinic on one platform?
See how Smart Clinic unifies EHR, ERP, growth tools, and AI — book a demo tailored to your specialty and size.