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Step-by-step guides for running your loyalty program in Velarya. Every guide is checked against the product and dated, so you can see when it was last verified.

Start here: launch your loyalty program

  1. Set up points earning5 minutes
  2. Set up a birthday gift5 minutes
  3. Set up check-in rewards5 minutes
  4. Set up referral rewards10 minutes
  5. Create a membership plan15 minutes

Set up your loyalty program puts the whole path in order, with how to brief your team and test it with one patient.

Getting started

Launch your loyalty program and your own app.

Booking

Online booking, the calendar and the front desk. All booking guides

How online booking works

Velarya online booking lets patients book in the patient app or on your web booking page, at times that fit your hours, team, rooms and booking window.

Set up online booking

Turn on Velarya online booking in Organization settings > Booking, set how far ahead patients can book, and share your web booking link and QR code.

Set your hours and staff schedules

In Velarya, patients book inside a location's operating hours and a provider's working hours. Set both in Manage > General Info and Staff & Schedules.

Create a service patients can book

In Velarya, a service holds its variations, options, add-ons, timing, providers and rooms. Create one in the Service Catalog with Add Service.

Set up rooms and equipment

In Velarya, a service reserves a free room or device of each category it needs. Add rooms in Manage > Resources and link services in the Service Catalog.

Set up deposits and cancellation fees

Velarya's booking policy takes deposits, can require a card on file and sets late-cancel and no-show fees. Set it in Organization settings > Booking.

Book an appointment for a patient

Velarya staff book patients from the Calendar in New appointment: services, a provider and a time. A schedule clash warns first and offers Save anyway.

Move patients through the Front Desk

Velarya's Front Desk board walks today's visits from Upcoming to Completed, adds walk-ins, and opens checkout when a visit moves to Completed.

Cancel or reschedule an appointment

In Velarya, staff reschedule, cancel or mark a no-show from the appointment panel, choose whether to charge a late fee, and clear fees in Pending Fees.

Set up appointment reminders

Velarya reminds patients of each appointment by push, text and email, 24 and 2 hours ahead by default. Set it up in Notification Templates.

Set up the waitlist

Velarya's waitlist tells waiting patients when a matching time opens, 3 at a time by default. Turn it on in Organization settings > Booking.

Payments

Your payment account, checkout and refunds. All payments guides

Patients

Patient profiles, forms, charting and privacy. All patients guides

How patient profiles work

Velarya keeps one profile per patient for your whole practice, with a status badge and tabs for visits, notes, clinical records, membership and wallet.

Add a patient

In Velarya, staff add a patient from Clients with Add Client or from the patient search while booking, and app sign-ups join the same profile.

Find, filter and export your patients

Velarya's Clients list finds patients by name, email or phone, filters by status, membership, balance and join date, saves views and exports a CSV.

Add notes, tags and alerts to a patient

In Velarya, staff keep a Client Note, post History comments with @mentions, tag patients and set a scheduling alert the front desk confirms.

Manage patients' text consent and opt-outs

Velarya texts appointment and account updates while a patient's SMS is on: staff record consent, and a STOP reply turns texts off until START.

How patient privacy works

Velarya protects patient records with separate role permissions, name visibility, encrypted clinical notes and an Access history of each recorded access.

Update, archive or delete a patient

In Velarya, staff edit a patient's details, disable or archive their account and restore it from Clients, and Admins delete a patient for good.

Merge duplicate patients

Velarya merges two profiles of the same patient: pick the record to keep, and every appointment, sale, balance and clinical record moves to it.

How forms and charts work

In Velarya, patients fill forms such as intakes and signed consents from a secure link, and staff fill charts, all from versioned templates.

Create a form or chart template

Build Velarya intake, consent and chart templates in Forms & Charts: pick a starter, add fields, set when forms go out, then publish a version.

Send intake and consent forms to patients

Velarya sends patients a secure link to their intake and consent forms when they book, with reminders or on the day, and shows staff who has signed.

Chart a visit: notes, charts and photos

In Velarya, you chart a visit on its Clinical tab: fill a chart, record products and lots, get it signed off, add visit notes and clinical photos.

Record a patient's medical history and files

In Velarya, a patient's Clinical tab holds medical alerts and their medical history, and the Files tab keeps consents, IDs and outside records.

Rewards and points

How patients earn points and turn them into credit. All rewards and points guides

Referrals

Turn patients into referrers, with a reward on both sides.

Check-ins

Reward patients for showing up, with a QR scan at the front desk. All check-ins guides

Memberships

Plans with credits, vouchers, member pricing and automatic billing. All memberships guides

Vouchers and wallet

Free-service vouchers and wallet credit, and how staff redeem them. All vouchers and wallet guides

Discounts and offers

Discount codes for campaigns, with dates, limits and locations. All discounts and offers guides

Your branded app

What patients see in your app, and how you shape it.

Your team

Staff, roles and who can change what.

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1:1 onboarding and no setup fee. Monthly or annual billing.

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