Referral Program Documentation Refer Drcinik
Complete guide for sales and CRM team
Referral Program Overview
What is the Referral Program?
Our referral program allows existing customers and partners to earn rewards by referring new customers to our services. It's a win-win system that helps grow our customer base while rewarding those who help us succeed.
Key Benefits
- Automated tracking and commission calculation
- Real-time dashboard for referrers
- Flexible reward structures
- Integrated with our CRM system
- Professional, user-friendly referral dashboard
How It Works
Customer Registration
Existing customers sign up for the referral program through their account dashboard or are enrolled by the sales team.
Unique Link Generation
Each referrer receives a unique referral link that tracks all referred prospects and customers.
Referral Tracking
When someone clicks the referral link and becomes a customer, the system automatically tracks and attributes the referral.
Reward Processing
Commissions are calculated based on predefined rules and processed according to the payment schedule.
Program Types
- Customer Referral Program
- Partner Affiliate Program
- Employee Referral Program
Reward Options
- Percentage Commission
- Fixed Amount Rewards
- Tiered Commission Structure
- Recurring Commissions
- A discount coupon redeemable on Drcinikshop.
Setup Process
Register Affiliates
Affiliate Sign-Up Form
When a new user submits the registration form, their request will require approval or rejection by our team. Additionally, the sales team can manually create affiliate accounts from the admin panel.
KYC
In the final step of the form, you'll be asked to upload a copy of your ID or passport to verify your identity.
Waiting for approval
After creating an account, the user must wait for admin approval before becoming an affiliate. You can learn more about this process in the management section.
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Enrolling Referrers
There are multiple ways to enroll new referrers in the program:
| Method | Best For | Process |
|---|---|---|
| Self-Registration | Customer-facing programs | Customers sign up through portal |
| Sales Team Enrollment | High-value partners | Manual enrollment by sales reps |
| Bulk Import | Large partner networks | CSV upload with validation |
Manage Affiliates and Prospective Patients
Managing Affiliates
As shown in the screenshot, you can approve or reject affiliate requests directly from the admin panel with a single click.
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Key Management Actions
- View referrer performance metrics
- Edit referrer information and commission rates
- Activate or deactivate referrer accounts or even
- Generate new referral links
- Process manual payments
Manage new patient inquiries
After affiliates share their unique referral links, potential patients will fill out a form. Our sales team will then contact them, and at the same time, a potential commission or referral will be displayed on the affiliate’s dashboard.
Referral Status Update After Deposit Confirmation
Once our sales or POST team confirms that a potential patient has been contacted and has made a deposit, the referral status in the affiliate dashboard will be updated from "Pending" to "Unpaid." This change indicates that the referral has been verified and is now awaiting completion of the procedure for the final payout.
Final Commission Approval and Withdrawal Conditions
After the referred patient completes their operation, our team will update the affiliate's referral status from "Unpaid" to "Paid." At this point, the commission is officially approved. However, affiliates can only withdraw their earnings once their total commission balance reaches €400 or more.
Commission Conversion After Procedure Completion
Once the referred patient has completed their operation, our team will update the affiliate's referral status from "Pending" to "Paid." Alternatively, affiliates have the option to convert their earned commission into a discount coupon that can be used in the Clinic Shop, providing added flexibility and benefits.
Granted access to the control panel
Super Admin
Full administrative control over the entire website. This role is reserved for the technical team and is responsible for all website operations, including updates, plugin installations, and system configurations.
Admin
Admin-level access tailored for CRM or Sales Managers. This role allows management of customer relationships, sales activities, and relevant website sections, but does not include full technical control.
Affiliate User (Limited Access)
Restricted access designed specifically for affiliates. Users in this role can only view and manage their own affiliate dashboard and performance data—no access to broader website settings.
Commission Management
Automatic Processing
Once affiliates share their referral links with friends or family, a €75 reward will automatically be added to their account as "pending." This status remains until the sales team verifies the transaction or procedure. Once the referred client visits our clinic and completes their operation, the reward will be updated to "paid."
Manual Reviews
We can also add rewards manually in special cases, if needed.
Troubleshooting
Common Issues
Referral Not Tracking
Symptoms: Clicks on referral links are not being recorded
Solutions:
- Check if cookies are enabled in referrer's browser
- Verify referral link format is correct
- Ensure tracking scripts are properly installed
- Check for browser ad-blockers that might interfere
Commission Calculation Errors
Symptoms: Incorrect commission amounts being calculated
Solutions:
- Review commission structure settings
- Check for overlapping or conflicting rules
- Verify customer qualification criteria
- Review manual adjustments or overrides
Referrer Login Issues
Symptoms: Referrers cannot access their dashboard
Solutions:
- Reset password and verify email delivery
- Check account status (active/inactive)
- Verify referrer registration was completed
- Clear browser cache and cookies
System Maintenance
Regular Checks
- Verify tracking accuracy weekly
- Review commission calculations monthly
- Clean up inactive referrer accounts
- Update program terms as needed
Performance Optimization
- Monitor system response times
- Optimize database queries
- Review and update automation rules
- Backup referral data regularly