Help center
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
- Set up points earning5 minutes
- Set up a birthday gift5 minutes
- Set up check-in rewards5 minutes
- Set up referral rewards10 minutes
- 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.
Set up your loyalty program
Launch a Velarya loyalty program in order: points and a sign-up bonus, a birthday gift, check-ins, referrals, memberships, then a test with one patient.
Setting up your Apple and Google developer accounts
How to create the Apple and Google developer accounts your branded app is published under, and what to expect at each stage.
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
How payments work in Velarya
Velarya takes card payments into your practice's own payment account, which pays out to your bank. Patients pay online, by payment link or at your desk.
Connect your payment account
An Admin connects your Velarya practice to its own payment account in Organization settings > Payments, then verifies the business and bank on Stripe.
Take payment at checkout
Velarya's checkout panel takes a visit's payment by card on file, card, card reader, cash or other, splits it across methods and emails the receipt.
Refund a payment
In Velarya, an Admin or Location Manager refunds a paid sale in full, in part or line by line from Transactions, and the patient gets a refund notice.
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
How birthday gifts work
Velarya's birthday gift gives patients a discount, free service or points each year; a birthday discount competes with member pricing on each treatment.
How points work
Velarya loyalty points reward patients for treatments, check-ins, referrals, sign-ups and birthdays. Every 100 points redeem for $1.00 of wallet credit.
Set up points earning
In Velarya, patients earn points on every paid treatment at the rate you set. Set points per $1 and a sign-up bonus in Rewards Program in about 5 minutes.
Set up a birthday gift
Velarya sends patients a birthday gift automatically: a discount, a free service or bonus points. Choose the gift and who gets it in Rewards Program.
How loyalty works across locations
Velarya runs one loyalty program across your locations: one points balance and wallet per patient, and each location picks the memberships it sells.
Referrals
Turn patients into referrers, with a reward on both sides.
How referral rewards work
Velarya referral rewards give a referring patient and their friend points or a free service once the friend joins with a 6-digit code and meets your rule.
Set up referral rewards
Velarya rewards a patient and the friend they refer with points or a free service. Turn on Refer a Friend in Challenges and set both in about 10 minutes.
Check-ins
Reward patients for showing up, with a QR scan at the front desk. All check-ins guides
How check-in rewards work
Velarya check-in rewards add points when your front desk checks a patient in, once per visit, within a time limit and an optional lifetime cap.
Set up check-in rewards
Velarya check-in rewards give patients points when your front desk checks them in. Set the points, a lifetime cap and a time limit in Challenges.
Check in a patient with a QR code
Velarya's Check-in scanner on Front Desk reads the QR code in a patient's app, moves their appointment to Arrived and adds their check-in points.
Memberships
Plans with credits, vouchers, member pricing and automatic billing. All memberships guides
How memberships work
Velarya memberships bill a patient's card each billing period for wallet credit, treatment vouchers and member pricing, and retry a failed renewal twice.
Create a membership plan
Velarya membership plans bundle wallet credit, treatment vouchers and member pricing. Build one in Organization settings > Memberships in about 15 minutes.
Sell a membership to a patient
In Velarya, staff assign a membership plan from a patient's profile and send a payment link. The membership starts once the patient pays by card.
Change a membership price
Velarya asks how a higher membership price reaches current members: at their next renewal, after 1 to 60 months at their current price, or never.
Change or cancel a membership
Velarya shows the prorated charge before a membership upgrade. Change, cancel or restore a patient's plan on their Club Membership card in 5 minutes.
Let members choose their included treatments
Velarya choice vouchers let each member pick their included treatments in your app every cycle, before a deadline you set in Organization settings.
Vouchers and wallet
Free-service vouchers and wallet credit, and how staff redeem them. All vouchers and wallet guides
How vouchers work
A Velarya voucher is one free treatment on a patient's account, from a membership, birthday, referral or sign-up, applied at checkout before any code.
Adjust a patient's points or wallet credit
Velarya lets your team add or remove a patient's points or wallet credit. Select Adjust next to Rewards or Wallet on their profile in about 2 minutes.
Redeem a voucher at checkout
Velarya shows each patient's free-service vouchers at front desk checkout. Apply one to make the treatment free and take the rest by wallet credit or card.
Discounts and offers
Discount codes for campaigns, with dates, limits and locations. All discounts and offers guides
How discounts combine
In Velarya, each treatment gets the lower member or birthday price; a discount code adds to them only if set to combine. A Custom Discount ($) always adds.
Create a discount code
Velarya discount codes take a percentage or amount off a visit or chosen treatments, with a minimum, eligibility, limits, combinations and dates.
Apply a discount at checkout
In Velarya, your front desk applies a discount code, a Custom Discount ($) or a voucher to an unpaid visit or sale, repriced before payment.
Your branded app
What patients see in your app, and how you shape it.
Brand your patient app
Velarya shows your brand color, app icon, About Us text and social links to patients in the app. Set them all in Business & App in about 10 minutes.
Loyalty notifications patients receive
Velarya notifies patients about birthday gifts, points and memberships in the app, by push, email and text, with renewal reminders 3 days ahead.
Your team
Staff, roles and who can change what.