Sell and use a package
- Choose the correct patient and package.
- Explain included services, session count, expiry, price, and refund terms.
- Record the sale and payment.
- At each visit, redeem only the session actually used.
- Check the remaining sessions with the patient.
Loyalty benefits
- Open Loyalty and review the patient's balance and eligible reward.
- Confirm the clinic's rules before applying a benefit.
- Record the benefit once and check the updated balance.
- Do not promise points or rewards that ClinicQ does not show.
Referrals
- Use the patient's referral code or referral record when a new patient arrives.
- Confirm who made the referral.
- Check whether the clinic's reward conditions have been met.
- Record the outcome so both profiles have a clear history.