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Membership and points
- CRM → Membership (permission "Manage membership, vouchers, and surveys"): create tiers (for example Silver, Gold) with rules for earning points per transaction amount, and benefits.
- Enroll patients as members from the patient record.
- Points are added automatically when a payment is completed and can be redeemed according to the rules (for example an invoice discount or a voucher).
Vouchers
Create vouchers with a code, value (percentage or amount), validity period, quota, and conditions (specific services, specific members). The cashier applies the voucher at payment.
Segmentation
Group patients by criteria (last visit, services, membership) for programs or broadcasts. Segmentation uses the clinic's operational data and is subject to patient consent.
Satisfaction surveys
Send a short survey after a visit (for example via WhatsApp for patients who have consented). Results appear on the CRM dashboard.