A patient referral program that turns happy patients into new ones
Your most loyal patients get a warm, well-timed invitation to recommend you, their friends get a simple way to book, and you can see who referred whom.
Done for you. Live in about 2 weeks after we receive access to your systems.
- The right patient is asked
- Sharing takes one tap
- The friend is welcomed and booked
- The referrer is thanked
How a recommendation becomes a booked visit
A med spa client loves her results and her sister keeps asking where she goes. Here is how that turns into an appointment.
The right patient is asked
Patients who have been coming for a while, or who just left a glowing review, get a short note inviting them to share your clinic.
Sharing takes one tap
They get a personal link or message they can forward to a friend by text, email or social.
The friend is welcomed and booked
When the friend gets in touch, the AI greets them by the referrer name, answers first questions and offers a time.
The referrer is thanked
Once the friend visits, the patient who referred them gets a thank-you in the way your clinic chooses.
Why referrals are worth organising
Word of mouth already happens at your clinic. A program makes it easier to act on and lets you see where it comes from.
New patients who arrive trusting you
A friend who has heard about your hygienist or injector from someone they know usually comes in with fewer doubts.
The ask happens at a good moment
Asking right after a five-star review or a finished treatment feels natural. Remembering to do that by hand rarely happens in a busy week.
Credit goes to the right person
The link connects each new patient to the person who referred them, so thank-yous are accurate and nobody is left out.
New enquiries
This morning- Dana MorrisDental · new patient check-upBookedThu 10:00
- Ray KimChiropractic · back painHanded to teamTomorrow 8:00
- Amira LeeMed spa · consultationFollow-up sentTue 14:00
- Jess SatoBilling questionHanded to teamNo booking
Who referred whom, on the record
A referral program should leave a clear trail you can check. This is what you can open and verify.
Referred visits in your schedule
Appointments for referred friends land in your booking system, marked with the patient who sent them.
A referral review with a person
The regular results report lists invitations sent, friends who got in touch and friends who booked, and someone from our team takes you through it.
Links between patients you can edit
Each referral is kept in the patient history with your clinic. If a friend was linked to the wrong person, staff can fix it.
Friends know they are chatting with an AI
Referred friends are told they are messaging an AI, and any of them can ask to be passed to your team.
What it does
- Invites loyal patients to recommend you
- Welcomes and books referred friends
- Links each new patient to the referrer
What you decide
- Whether to thank referrers with a note or something more
- Which patients are invited
- Whether your rules allow any reward at all
Referral programs across specialties
Patients recommend clinics in every field, for different reasons.
- Med spas: clients who share their results with friends and family.
- Dental practices: families and coworkers of patients who trust their dentist.
- Veterinary clinics: pet owners who recommend a vet at the dog park.
- Chiropractic and physical therapy: patients who tell coworkers about their recovery.
What we connect for referrals
Referrals need to know who your patients are and where new visits get booked. We confirm what fits your setup on the demo.
- Your booking system or practice software
- Text messaging and email from your clinic
- The chat and forms on your website
Frequently asked questions
What is a patient referral program?
It is an organised way to invite existing patients to recommend your clinic, welcome the people they refer and keep track of who referred whom. We set it up and run it for you.
Are patient referral programs legal?
Asking patients to recommend you is common. Rewards are where care is needed: federal and state laws limit paying for referrals in some cases, for example where Medicare or Medicaid pays for care, and professional boards can have their own rules. We are not lawyers and this is not legal advice, so check any reward with your own adviser before launch.
Do we have to offer a reward?
No. Many clinics simply say thank you. You decide whether to offer anything, and we set the program up to match.
Will patients find the ask awkward?
The invitation goes only to patients who have shown they are happy, such as those who just left a good review, and it is short and easy to ignore.
How do you know which patient referred a friend?
Each patient gets a personal link. When a friend uses it to get in touch or book, the referral is recorded in the patient history, and staff can correct it.
Curious how the invitation would read?
Ask Sophia, our AI assistant, to draft a referral invitation for one of your regular patients.
Turn word of mouth into booked visits
Book a free 30-minute demo. We show how an invitation, a referred friend and the thank-you would work at a clinic like yours.
What to expect
- Free, 30 minutes, no obligation
- Pricing tailored to your clinic
- A person replies within one business day, Monday to Friday
- Limited onboarding slots each month