--- title: How to create a Loyalty Program description: The loyalty program in Helix is a marketing strategy designed to encourage customers to continue purchasing or engaging with your clinic by offering rewards, discounts, or other incentives in exchange for their repeat business. --- [Skip to content](https://help.helixbydoctors.com/kb/how-to-create-a-loyalty-program#main-content) English - United States Show submenu for translations ![](https://help.helixbydoctors.com/hs-fs/hubfs/Helix%20Logo.png?width=250&height=81&name=Helix%20Logo.png) Open main navigation Close main navigation - English - United States Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us) 2. [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us) 3. [Patient Billing](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#patient-billing) October 30, 2025 # How to create a Loyalty Program ## The loyalty program in Helix is a marketing strategy designed to encourage customers to continue purchasing or engaging with your clinic by offering rewards, discounts, or other incentives in exchange for their repeat business. #### 🌐 **Overview** The Loyalty Program helps your clinic build patient loyalty and encourage repeat visits by offering automated spending rewards. ![](https://help.helixbydoctors.com/hs-fs/hubfs/image-png-Aug-18-2025-12-50-46-6104-PM.png?width=492&height=271&name=image-png-Aug-18-2025-12-50-46-6104-PM.png) With this feature, you can: - Automatically **convert** spending into loyalty points. - Exclude **selected service** types or specific services from earning points. - Convert **earned points** into patient credits for future use. Once active, Helix automatically handles all point calculations and credit conversions—no manual work required. ### 🧭 Navigation #### Path: **Control Panel → Patient Billing → Loyalty Programs** **![](https://help.helixbydoctors.com/hs-fs/hubfs/image-png-Oct-22-2025-07-44-12-1557-AM.png?width=514&height=298&name=image-png-Oct-22-2025-07-44-12-1557-AM.png)** --- #### 🧭 **Step 1: Create a Loyalty Program** 1. Click **➕ Add** (top-right corner). 2. Fill in the program details: - **Program Name** – Give the program a clear and descriptive name (e.g., *Helix Rewards 2025*). - **Exclude Service Types / Specific Services (optional)** – Multi-select any services or service types that should not generate loyalty points. - **Conversion Factor** – Define how points are calculated based on patient spending. - *Example:* If every AED 100 spent earns 1 point, set the conversion factor to **0.01**. 3. Click **✅ Submit** to save. - The program becomes active immediately and begins tracking points on all eligible invoices. --- #### ⚙️ **Step 2: How Loyalty Points Are Earned** - When an invoice is created and paid, Helix automatically calculates the loyalty points based on your **conversion factor**. - Excluded services or service types do **not** generate loyalty points. - Points accumulate automatically in the patient’s file as they continue to spend. - Once converted, these points appear as **credits** that can be used to pay for future invoices. --- #### 📊 **Example of Loyalty Calculation** | 💵 **Patient Spend (AED)** | ⚙️ **Conversion Factor** | 🎯 **Points Earned** | | --- | --- | --- | | 100 AED | 0.01 | 1 Point | | 500 AED | 0.01 | 5 Points | | 1000 AED | 0.01 | 10 Points | --- #### 📂 **Step 3: Viewing & Redeeming Loyalty Points** - Once loyalty points convert to credits, they are visible in the patient’s record. - Navigate to **Patient File → Financial History → Credits** to view them. - These credits can be directly applied to invoices during billing. - All loyalty conversions and applications are automated by Helix—no manual input required.   --- #### 🧩 **Step 4: Managing Loyalty Programs** - Only **one loyalty program** can be active at any given time. - To adjust the conversion rate or excluded services, open and **edit** the existing program. - To replace it with a new one, disable or delete the old program first. - Excluded services will always remain outside the loyalty calculation, even if billed. - [Getting started](https://help.helixbydoctors.com/kb/getting-started?hsLang=en-us) - [Home Screen](https://help.helixbydoctors.com/kb/home-screen?hsLang=en-us) - [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#main-content) - [Administration](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#administration) - [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#nurses) - [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#consumables) - [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#doctors) - [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us) - [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar?hsLang=en-us) - [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting?hsLang=en-us) - [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing?hsLang=en-us) - [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management?hsLang=en-us) - [Insurance](https://help.helixbydoctors.com/kb/insurance?hsLang=en-us) - [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#main-content) - [Patient Billing](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#patient-billing) - [Calendar](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#calendar) - [Finances](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#finances) - [Human Resources](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#human-resources) - [Inventory](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#inventory) - [EMR Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#emr-settings) - [CRM Setup](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#crm-setup) - [Structure](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#structure) - [User Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#user-settings) - [Templates](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#templates) - [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings) - [FAQ's](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#main-content) - [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#appointments-calendar) - [Reports](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#reports) - [Finance](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#finance) - [Human Resources](https://help.helixbydoctors.com/kb/human-resources?hsLang=en-us) [![](https://help.helixbydoctors.com/hs-fs/hubfs/Helix%20Logo.png?width=250&height=81&name=Helix%20Logo.png)](http://helixbydoctors.com) [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, Optimus FZCO ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://145820380.fs1.hubspotusercontent-eu1.net/hubfs/145820380/Screen%20Recording%202025-10-24%20at%2010.10.59%20AM.mov", "dateModified" : "2025-10-24T06:17:50.573Z", "duration" : "PT37S", "height" : 1890, "name" : "Screen Recording 2025-10-24 at 10.10.59 AM", "thumbnailUrl" : "https://145820380.fs1.hubspotusercontent-eu1.net/hubfs/145820380/Screen%20Recording%202025-10-24%20at%2010.10.59%20AM.mov/medium.jpg", "uploadDate" : "2025-10-24T06:17:02.250Z", "width" : 3420 } ```