How Do I Assign a Patient to a Loyalty Programme?
Modified on: Fri, 26 Aug, 2022 at 10:08 AM
Once you have set up your Loyalty Plans (see How Do I Set Up Loyalty?), patients can be assigned.
To do this, click Update on a Patient Record.
Click onto Other Actions towards the top-right of the window and choose Assign to a Loyalty Plan from the drop-down.
The Loyalty Plan the Patient is attached to will then be shown on the Patient Record. This is shown below:
Did you find it helpful?
Sorry we couldn't be helpful. Help us improve this article with your feedback.