Referral marketing software for clinics and med spas
Turn happy clients into your best growth channel
Referral marketing software turns word-of-mouth into a channel you can track, reward and measure. Pabau rewards the clients who send friends your way, links every new client back to the person who sent them, and shows you what those referrals are worth.
Part of Pabau, the practice management platform behind 4,000+ medical practices and medspas across the UK, US and globally
Set up your referral program once, then let it run
Set the goal
Decide when a referral counts. You can reward on a new client record, a completed first appointment, or a fully paid first invoice.
Set the reward
Choose what the advocate gets, whether their friend gets a welcome offer too, and how many rewards one person can claim.
Let it run
When a new client is attributed to an existing one, the reward triggers and the thank-you email sends itself.
Your clients are already referring you, and now you can track it.
Happy clients recommend you all the time, and you probably don’t know who or how often. Referral tracking turns each one into a name on a dashboard instead of a lucky coincidence. The client who has quietly sent you nine people finally shows up as the growth channel they are.
Reward the regulars who keep sending people
Set a reward for every successful referral, then stack a milestone on top. A voucher each time, plus something bigger when someone hits their tenth. Add as many tiers as you like, and cap how many rewards a single advocate can claim so one enthusiastic client can’t run away with the budget.
Welcome the friend, not just the referrer
A recommendation works harder when the new client arrives with something in hand. Turn on a friend reward and everyone who comes through a referral gets a first-visit offer of your choosing. Your best clients feel valued, and their friends walk in trusting you before they’ve met you. That welcome offer is often what turns a recommendation into a booking.
Personal thank-yous, sent automatically
Your advocate gets thanked the moment their reward is earned, and their friend gets a warm welcome with a first-visit offer. Each email carries the voucher and a clear next step, so booking is easy. A thank-you becomes your next appointment.
See which clients drive the most referrals
The dashboard names them. Each advocate card shows how many clients they’ve referred, how many of those booked, and the revenue they’ve brought in. You can also follow the chain, because the friend who was referred often goes on to refer someone else. Send a personal note straight from the card to turn them into an advocate.
See what referrals cost next to paid ads
Every referred client is one you didn’t pay an ad platform to reach. The dashboard puts your cost to acquire a new client beside Google Search, Instagram, Meta, and walk-ins. You can see what you’re saving by earning clients instead of buying them.
Find out if Pabau is the right fit for you
Frequently asked questions
Referral marketing software turns word-of-mouth into a trackable channel. It rewards existing clients for introducing new ones, then measures what those introductions are worth. In Pabau, referral program software sits inside your practice management software, so referrals, rewards, and reporting live alongside your bookings and client records.
For practices, yes. Your referral data stays in the same system as your client records, rather than being sent to a separate third-party app. There is nothing extra to integrate, and your team runs the program from the software they already use.
Set a two-sided reward when you build the campaign. That is a reward per successful referral, plus an optional welcome reward for the friend. Use vouchers or custom rewards, and add milestone tiers so your most active advocates earn more.
You choose. Reward when the client record is created, when their first appointment is completed, or when their first invoice is paid in full.
Only if you let them. A reward cap limits how many rewards a single advocate can claim. You can set it separately for the standard reward and for each milestone tier.
Voucher rewards appear on the client’s record and redeem at checkout like any other gift voucher. Custom rewards are tracked on the referrals dashboard, so your team always knows what is owed.
Referrals are recorded in Pabau via the “How did you hear about us” field on the client record. Select Client Referral and choose the advocate, and the reward is awarded automatically. For a client who is already on file, use the “Referred by” field on their client card.
The dashboard puts your referral cost per client beside Google Search, Instagram, Meta and walk-in. It then calculates what you saved this season, compared with running the same number of conversions through paid ads.
Tell them the way that suits your practice, whether that is in the room, in a follow-up email, or on a poster at reception. You can announce it to your whole client base with a broadcast. You can also use an automation to mention it at a set point in the client journey, such as after a completed appointment.
Two things. The vouchers you want to use as rewards should be set up under Marketing > Gift Vouchers. The “Client Referral” source needs to be active under Setup > Marketing Sources, otherwise it won’t appear in the dropdown. After that, you’re ready to launch a campaign.
It is included. Every Pabau subscription comes with every feature, so referral campaigns, gift vouchers, and reporting are all part of the plan. There is no separate referral tool to buy or connect.
Reward the referral.
Grow from it.
See who’s sending you clients, thank them automatically, and know what each referral is worth.
