Memberships create a recurring agreement
The clinic defines what the patient pays, receives, carries forward, and can redeem.
- Recurring fee and billing cadence.
- Included services, credits, discounts, or benefits.
- Eligibility, expiration, rollover, cancellation, and pause rules.
- Accounting, liability, tax, and refund treatment.
Loyalty programs shape behavior
Loyalty programs can reward visits, spend, referrals, milestones, or other permitted actions.
- Earning rules and redemption value.
- Eligible services and exclusions.
- Tier, referral, challenge, or milestone logic.
- Communication consent, expiration, fraud controls, and reporting.
Keep the product boundary clear
Vela retains the core tools a clinic needs to operate: memberships, packages, products, and gift cards. Loyalty Flow is the optional dedicated layer for rewards, referrals, campaigns, and branded retention experiences.
- Keep treatment entitlement and clinical checkout in the clinic operating system.
- Keep reward logic and campaign strategy in the retention system.
- Define synchronization intentionally before promising shared balances or automatic eligibility.
- Measure membership health and loyalty engagement separately.
Clinical and operational references
Use this guide as an operational starting point, not legal or medical advice. Clinic requirements vary by jurisdiction, services, licensure, and scope of practice.