Title: Client Referral Program for Practice Growth

Many therapy practices rely on client referrals as a primary source of new clients. I'm migrating from Alma, which offers a built-in client referral feature that has been instrumental in growing my practice, and I'm losing this capability by switching to Upheal.

Why this matters: Client referrals are often the most trusted and highest-quality source of new clients. Practices that lose this channel experience a significant drop in new client acquisition. A referral feature would reduce the need for external marketing and help practices grow organically.

What I'm requesting: A client referral system that allows existing clients to refer friends, family, or colleagues to the practice. This could include: 1) A shareable referral link or code unique to each client; 2) Optional incentives (e.g., a credit toward future sessions, a discount on the next month); 3) A dashboard showing referrals generated and their status (pending signup, converted to client, etc.); 4) Tracking which client made each referral, for practice analytics (instead of manually passing along your contact info, Upheal could share a referral link that gives their friend a discount and automatically credits them (the referring client) with a session credit once their friend becomes a paying client; 5) and now that Upheal is doing billing, referrals from insurance companies looking to place clients in need (obviously depending on which companies with whom we are already credentialed).

Receiving a fair number of referrals (from insurance company leads) has been a reason I’ve stayed with Alma this long. Upheal is doing so many things well, that adding this feature would be icing on the cake, and would keep users from wanting to sign up for other platforms. Thank you for your consideration!