Enroll patients and capture referrals

Give patients their personal link, code and QR, and record the referrals that arrive online, by booking or verbally at reception.

Enroll a patient as an advocate

On a patient's page, the Referral programme panel (shown while the programme is live) has an Enroll as advocate button. Enrolling:

creates their personal referral link, a spoken code like REF-7GK4M9 and a private "my referrals" status page, and
messages all three to the patient on their preferred channel so they can start sharing straight away.

The panel then shows the link with a copy button, the spoken code, a QR code and a Print button for a hand-out card. The best moment to enroll someone is right after a great visit.

The patient shares the link themselves — from their own phone, with a prewritten message. The practice never contacts the friend until the friend gets in touch, which is what keeps the scheme compliant with UK e-privacy rules.

What the friend sees

A friend who opens the link lands on a page with the practice's name and colours, the offer for both sides, the full terms, and a short form (name plus mobile or email, with a required consent tick). When online booking is enabled, a Book your first visit now button takes them straight into the booking funnel — the referral rides along automatically.

Submitting the form creates an ordinary lead: it appears on Today with a Referral chip, starts the usual new-lead automations, and the advocate gets a "your friend got in touch" message (first name only).

A friend who is already a patient sees the same thank-you screen — the form never reveals who is or isn't a patient — but the referral is recorded as disqualified with a note on their timeline, and no reward applies.

The poster link and the spoken code

The poster / QR landing page (from Settings) is a generic version of the same landing where the friend also enters the advocate's spoken code. Use it on waiting-room posters, reception cards and social bios.

Verbal referrals at the front desk

Plenty of referrals are a name mentioned over the phone or at reception. When creating the lead (Today → New lead, or Patients → New patient), use Referred by a patient? to search for the referring patient. That one field:

links the friend to the advocate (auto-enrolling the advocate if needed, welcome message included),
stamps the lead source with your referral-channel source, and
creates the programme's referral record so the reward tracks like any other.

If the attribution was missed at creation, setting Referred by on the patient later records it retroactively — and if the friend's treatment was already won, the referral qualifies immediately (the hold window runs from today).

The advocate's status page

The welcome message includes a private status link where the patient sees their link, QR and code, each referral in friendly terms (Invited → Almost there → Reward earned), and their reward balance with expiry dates. First names only, never treatment details.