Retention
Loyalty and referral programme for an aesthetic clinic
Every client has a points balance with a history of everything that came in and out. When a client refers someone and that person is registered, the bonus is credited in the same operation — it does not depend on anyone remembering later.
A returning client costs less than a new one. The programme exists to make that return visible and recorded, instead of a verbal arrangement that vanishes when the receptionist changes.
- Points balance per client, with a history of every movement
- Referral bonus credited alongside the referred client's record
- A count of how many clients each one has brought
- Manual adjustment with a mandatory reason
- The balance never goes negative: the server refuses
- Birth date on the record, so the date can become contact
A referral that does not rely on memory
When registering the new client you state who referred her. The referrer's credit happens in the same transaction: either both happen or neither does. There is no case where the referred client lands and the bonus is lost.
History instead of a loose number
The balance is the sum of events, and each event is recorded. When the client asks where the points came from, the answer is on screen — and when someone adjusts the balance by hand, the reason is mandatory and lands in the audit trail.
The balance never owes
A deduction larger than the balance is refused by the server rather than corrected afterwards. It is the same rule that stops the cash book closing on an impossible number: better the operation fails now than produce a state nobody can explain.
What the programme does not do
Real limits:
- It is not cashback or credit convertible to money: these are your clinic's points
- It does not decide how many points each treatment generates — the redemption rule is the clinic's
- It issues no cards, vouchers or coupons
- It does not fire the birthday campaign on its own: the date sits on the record and sending belongs to automation
Frequently asked
Questions about loyalty
How many points is a referral worth?
The default bonus is credited when the referred client is registered, and manual adjustment lets you change the balance with a recorded reason. The policy on what each thing is worth stays the clinic's.
Can I see who refers the most?
Yes. The record shows each client's referral count next to the balance and the history.
What if I post something by mistake?
Manual adjustment fixes it, requires a reason and lands in the audit trail. Nothing is erased — the correction enters as one more event.
Turn a referral into a record
Register who referred and watch the bonus land with it, with no reminder needed.
Meet Bia