Loyalty
Loyalty (the cxLoyalty tile) helps the clinic reward returning customers and people who refer new ones: reward points, managing referral partners (brokers) and their commissions, and issuing coupons and promotions.
Open the Loyalty module
After you sign in, click the Loyal customers tile on the module screen.
The Loyal customers tile on the module screen
If you are already in another module, no need to go back: click the grid icon (System modules) in the top bar and pick cxLoyalty.
Who uses it
Marketing/customer care staff, accountants (commission payouts), clinic owners.
What you can do
- Manage the list of referral partners and the customers they referred.
- Calculate and pay partner commissions.
- Create coupons and promotions and see which coupons were used.
- View, add or deduct reward points for loyal customers.
- View the broker commission report.
Menus in this module
The left-hand menu is split into groups. The numbers in the picture match the numbered groups below; names in bold match the software.
Loyalty module menu
1. Dashboard
| Menu | What it is for |
|---|---|
| Dashboard | Overview of partners, commissions, coupons and points. |
2. Broker
| Menu | What it is for |
|---|---|
| Broker list | People who refer customers (patients) to the clinic for a commission. |
| Referred customers | Customers (Patients) referred by each partner. |
| Service commission | Commission earned by partners on each service a customer uses. |
| Commission payment | Commission payouts to partners. |
3. Coupon & Promotion
| Menu | What it is for |
|---|---|
| Coupon | Discount codes given to customers (patients). |
| Promotion | Promotions applied when selling services. |
| Used coupons | Coupons customers (patients) have used and on which order. |
4. Loyal customers (Patient)
| Menu | What it is for |
|---|---|
| Reward points | Customers (Patients)' points balance and history of additions/deductions. |
5. Report
| Menu | What it is for |
|---|---|
| Broker commission | Commission report for referral partners. |
This module depends on the clinic's subscription plan and needs account permission. If you can't see it, ask your clinic manager to check.
Happy existing customers make the best referral partners — invite them to join so they refer friends.
Related
- First Login — how to get in and the module screen.