📄️ Setting up your points rules
What the points system is, the four ways patients earn points, how to configure earn rates in the CRM, and how to enable or disable individual earning tasks.
📄️ Creating rewards patients can redeem
How to create discount, free treatment, and gift rewards in the catalogue, what each field means, the birthday reward subtype, and what patients see when they redeem.
📄️ Birthday rewards setup
How to set up a birthday reward step by step, how date of birth is collected from patients, how to check your DOB coverage before launching, and best practice recommendations.
📄️ Understanding the points dashboard
Where to find points data in the CRM, what the Patient Points and Transactions tabs show, how to read a patient's full points history, and how to manually adjust a patient's balance.