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🏆 Patient Loyalty Program

The loyalty program that keeps patients coming back — without you lifting a finger.

Spokk's built-in loyalty system tracks patient visits via QR check-in, rewards them automatically when they hit milestones you define, and sends the reward SMS without any admin work. And every check-in also kicks off your full feedback and review sequence.

Included in all plans · No credit card required · 5-minute setup

55–65%
average dental recall rate — top practices hit 85%+
source ↗
$50–100K
in additional annual production per 10% improvement in recall
source ↗
51%
more production from loyalty program patients vs unregistered patients
source ↗
how much more frequently loyalty patients visit vs non-enrolled patients
source ↗
The recall problem

35–45% of your due patients aren't coming back. Here's what that actually costs.

Let's start with a number most dentists find uncomfortable. The average dental practice achieves a recall rate of only 55–65%. Meaning that for every 10 patients due for their six-month clean, three to four of them just... don't come in.

And it gets worse when you look at the attrition side. The average dental practice loses 17% of its patient base every year. For a practice with 1,500 active patients, that's 255 patients walking out of your system annually. Not because of a bad experience — because nothing was pulling them back.

Here's how to think about what that costs. The average dental patient lifetime value sits between $10,000 and $22,000 depending on your market and treatment mix. Those 255 patients represent somewhere between $2.5M and $5.6M in potential lifetime revenue that just left your building.

The difference between average practices and top-performing ones isn't clinical skill. It's recall. Top practices hit 85–90%+ recall rates, and that gap translates to $50,000–$100,000 in additional annual production for every 10% improvement. That's not a rounding error.

A loyalty program doesn't fix recall by itself. But it changes the patient relationship in a way that makes recall significantly easier — because patients who feel rewarded for coming back actually do.

Recall rate benchmarks
Industry average
Most practices60%
Good practice
Well-managed75%
Top performer
Best in class87%
With loyalty program
Target92%

The math is simple: every patient who comes back for their six-month clean generates ~$200 in immediate revenue — plus they're primed to accept treatment recommendations and refer friends. Keeping them costs you nothing.

How it works

Four steps. Zero admin. Works while you're in the chair.

01
📱

Patient scans the QR code at reception

Print your Spokk QR code and stick it at the front desk, on the counter, or even on a tent card in the waiting room. Patients scan it with their phone camera — no app to download, no account to create. They enter their phone number (or name) and that's it. Check-in done.

02
📊

Visit is logged and counted automatically

Spokk upserts the patient record and increments their visit count. If it's their first time checking in, they're enrolled automatically. You see everything in the dashboard — visit history, current count, reward status — for every patient.

03
🎯

Milestone hit — reward fires automatically

You set the rules once: "every 5 visits" or "on the 10th visit." When a patient crosses that threshold, Spokk fires an SMS reward notification instantly. No one needs to remember anything. No manual checking. The system handles it.

04
📲

Patient gets their reward — and keeps coming back

The SMS arrives with your custom message: what the reward is, how to redeem it, any terms. Patients check their progress via their loyalty portal link — a web page that shows their visit stamps, upcoming rewards, and history. No app required.

Example reward rules — dental clinic
Every 5 visitsFree hygiene kit (toothbrush + floss)
Recurring
"You've earned your 5-visit reward! Show this to reception to claim your free hygiene kit 🎁"
On 10th visit20% off teeth whitening
One-time
"10 visits — you're a VIP! Book your whitening appointment and get 20% off. Valid 90 days."
Every 3 visits$15 off next appointment
Recurring
"Thanks for coming back! You've earned $15 off your next appointment. See you soon 😊"

You write the reward message. You set the milestone. Spokk handles everything else.

Staff portal — undo window

Checked in the wrong patient? No panic. Staff get a 30-second undo window in the staff portal that reverses the check-in, rolls back the visit count, cancels any reward that was triggered, and stops the automation sequence — all in one tap.

Program types

Visit-based or points-based — you pick what fits your practice

Spokk supports both. Here's how to think about which one makes sense for a dental clinic.

📅

Visit-based

Recommended for most dental clinics

Every check-in counts as one visit toward the milestone. Straightforward for patients to understand (“come back 5 times, get a reward”) and straightforward for you to manage.

Dental's natural two-visits-a-year rhythm makes this ideal. If you set a 5-visit milestone, a patient earns their first reward after 2.5 years of consistent recall visits. That's meaningful retention — not a gimmick. And the reward itself is a reminder that consistent care pays off.

Best for
  • General dentistry practices
  • Practices focused on hygiene recall retention
  • Simple setup, easy for patients to understand
  • Practices with standard appointment cadence
💰

Points-based

Better for high-value procedure mix

Points are calculated based on the bill amount at check-in — you set the conversion rate (e.g., 1 point per $1 spent). Patients accumulate points and earn rewards when they hit a threshold.

This makes more sense if your practice has a wide range of procedure values — a routine clean isn't worth the same as an implant or full-mouth restoration. Points naturally weight the relationship toward higher-value treatments without you having to think about it.

Best for
  • Practices with diverse procedure mix
  • Specialty practices (cosmetic, implants)
  • Higher average transaction values
  • Patients already familiar with points programs
The numbers

What loyalty-enrolled patients actually do differently

Here's what the data actually says about patients in loyalty programs — and I'm using dental-specific numbers here, not generic retail loyalty stats.

Across a network of 20,000+ dental practices using Clerri's membership platform, enrolled patients complete 5.9 procedures per year versus 2.4 for non-enrolled patients. That's not a rounding error — it's more than double the treatment acceptance rate.

The same dataset shows 51% more production from loyalty patients versus unregistered patients, and 17% more production versus standard commercial insurance patients.

Why does this happen? A few reasons. Patients who feel a relationship with your practice — who feel rewarded for coming back — are more likely to accept treatment recommendations. They've already made a commitment. The psychological barrier is lower. And because they're coming in more consistently, you catch things earlier, before they become expensive problems. (Good for them. Also good for your case acceptance numbers.)

The retention effect is even more dramatic. Membership plan patients return at 90%+ versus the industry average of less than 50% for practices without structured loyalty. That difference — 40 percentage points — is the business case in a single number.

Loyalty patient vs non-enrolled — comparison
Procedures per year
5.9
2.4
+146%
Annual production vs uninsured
+51%
baseline
Annual production vs insured
+17%
baseline
Visit frequency
2× more
baseline
Retention rate
90%+
<50%
+40pts
A note on these numbers

These figures come from practices using formal membership/loyalty plans. Spokk's loyalty system isn't a full insurance replacement — it's a visit-tracking and reward system. But the underlying behaviour it drives (more frequent visits, stronger patient relationship, higher treatment acceptance) maps directly to the same dynamic.

What patients actually want

Why patients stay loyal — and what a rewards program signals to them

A 2023 peer-reviewed study of 1,121 patients across 41 dental clinics identified the top predictors of patient loyalty. The number one factor wasn't clinical outcomes or price. It was whether the dentist explained treatment options clearly.

Rounding out the top five: trust in the dentist's decisions, honest communication, the dentist's listening ability, and a personal relationship with the dental team.

Notice what's not on that list: free stuff. (Though it doesn't hurt.)

Here's my take on why loyalty programs work in dentistry despite this. The reward itself isn't the point — the signal is. When you have a system that tracks visits and thanks patients for coming back, you're demonstrating exactly the things that drive loyalty: you're paying attention, you're invested in the relationship, you're treating them as more than a chart number.

The post-visit SMS that says “you've earned your fifth-visit reward” does something more than deliver a coupon. It proves your practice noticed. That's surprisingly rare, and patients remember it.

And the 82% of practices that implemented a loyalty program reported a revenue increase in year one. That's not magic — it's what happens when you systematize showing patients you care.

Top loyalty drivers — dental patients(peer-reviewed, n=1,121)
1
Dentist explains treatment options clearly
Communication
2
Trust in the dentist's decisions
Trust
3
Clear, honest communication throughout
Communication
4
Dentist listens well
Relationship
5
Personal relationship with dental team
Relationship
6
Convenient location and scheduling
Convenience
7
Quality of clinical treatment
Clinical
Source: PMC / Patient Satisfaction as a Determinant of Patient Loyalty to the Dentist ↗
Connected to everything

Every check-in does more than track a visit

Here's something that's worth understanding about how Spokk's loyalty system is different from a standalone stamp card app. When a patient checks in via QR code, two things happen simultaneously — independently of each other.

First, the loyalty system processes the visit. Increments the count. Evaluates reward rules. Fires the SMS if they hit a milestone.

Second — and this runs completely separately — the automation system kicks off. The patient enters your SMS sequence: feedback request 2 hours later, reminder the next day if they didn't respond, a review nudge if their feedback was positive, a referral ask 20 days out.

Both happen from the same scan. The patient gets the loyalty tracking they expect and becomes part of your growth engine without any additional friction or admin. You're not running two systems — you're running one.

And the SMS open rate sits at ~98% — compared to 20% for email. Every message in that sequence — loyalty reward, feedback request, review nudge — actually gets read.

What happens when a patient checks in
📱
Patient scans QR code
Enters phone number → check-in logged
🏆
Loyalty system fires
Visit count increments. If milestone hit, reward SMS sent immediately.
Automation sequence starts
Independently schedules: feedback request (2h) → reminder (24h) → review nudge (3d) → referral (20d)
Loyalty reward SMS
Instant (if milestone)
Feedback request
2 hours later
Google review nudge
3 days later
Referral ask
20 days later

Frequently asked questions

Everything you need to know about running a loyalty program in a dental practice.

Do patients need to download an app to check in?
No app download required. Patients scan the QR code with their phone camera, which opens a web page where they enter their phone number. That's the entire check-in. Works on any smartphone.
What happens if a staff member checks in the wrong patient by accident?
There's a 30-second undo window in the staff portal. Tap undo and Spokk reverses the visit count, cancels any reward that was triggered, and stops the automation sequence from starting. Quick, clean, no mess.
Can I set different reward milestones — like a small reward at visit 3 and a bigger one at visit 10?
Yes. Spokk's flexible reward rules let you stack multiple milestones. You could do a hygiene kit at every 5 visits (recurring), a whitening discount on the 10th visit (one-time), and a free consultation on the 20th visit (one-time). All rules run simultaneously — the system evaluates all of them on every check-in.
How do patients see their visit count and progress?
When a patient first checks in, they receive a welcome SMS with a link to their personal loyalty portal — a web page showing their visit stamps, current progress toward the next reward, and their reward history. No login required beyond the link in the SMS.
What does the SMS reward message look like? Can I write my own?
You write the reward message entirely — Spokk just sends it. Typically it includes what the reward is, how to redeem it, and any terms (like an expiry date). You can keep it short and warm: "You've earned your 5-visit reward! Show this to reception for your free hygiene kit 🎁" — that kind of thing.
Can I use visit-based loyalty and also have the automation sequence running?
Yes, and this is actually the recommended setup. Loyalty and automation run independently from the same check-in. The loyalty system tracks milestones; the automation system runs the feedback → review → referral sequence. Both happen automatically from the same QR scan.
Does loyalty work if I'm already using SMS for appointment reminders through another system?
Yes. Spokk operates independently from your practice management software or existing reminder system. The loyalty check-in and automation SMS come from your dedicated Spokk number, which is separate from any other communication system you use.
How do I handle patients who visit multiple locations?
Spokk supports multi-location management. You can configure loyalty per location (each location has its own QR code and tracks visits independently) or at the company level. The approach depends on how you want to structure rewards across locations.
What if a patient loses their loyalty SMS or wants to check their progress?
The loyalty portal link is always in the patient's SMS history — they can scroll back and find it. Alternatively, your front desk can look up the patient in the Spokk dashboard and confirm their visit count and status directly.
Is the loyalty program included in all Spokk plans?
Yes. Loyalty is included in all Spokk paid plans — Starter, Growth, and Pro. There's no add-on fee. The 14-day free trial also includes full loyalty functionality so you can test it with real patients before committing.
Can I run a points-based program where patients earn points for the amount they spend?
Yes. Switch to points mode in your Spokk settings, set your points-per-dollar rate, and enter the bill amount at check-in. Spokk calculates the points earned, updates the patient's total, and evaluates your reward rules against their points balance. The reward SMS fires the same way as in visit mode.
How do I set up the loyalty program?
Go to the Loyalty section in your Spokk dashboard, toggle it on, choose visit-based or points-based, set your milestone rules with reward descriptions and messages, and download your QR code for printing. The whole setup takes under 10 minutes. Your QR code goes on the counter, patients start checking in, and the system runs itself from there.

Starter

For solo operators & small teams

$49/month

Billed $588/year

250 customers / month

Unlimited SMS included

  • 250 customers / month
  • 1 manager + 1 staff member
  • Unlimited locations
  • Dedicated toll-free SMS number (US & Canada)
  • Full automation sequence
  • AI review response drafts
  • Loyalty & referral programs
  • Feedback forms & QR codes
  • HubSpot integration & API access
  • Buy additional customer top-ups

Growth

For growing businesses & teams

$82/month

Billed $984/year

500 customers / month

Unlimited SMS included

  • 500 customers / month
  • 2 managers + 2 staff members
  • Unlimited locations
  • Dedicated toll-free SMS number (US & Canada)
  • Full automation sequence
  • AI review response drafts
  • Loyalty & referral programs
  • Feedback forms & QR codes
  • HubSpot integration & API access
  • Buy additional customer top-ups

Pro

For high-volume businesses

$166/month

Billed $1992/year

1,500 customers / month

Unlimited SMS included

  • 1,500 customers / month
  • 3 managers + 5 staff members
  • Unlimited locations
  • Dedicated toll-free SMS number (US & Canada)
  • Full automation sequence
  • AI review response drafts
  • Loyalty & referral programs
  • Feedback forms & QR codes
  • HubSpot integration & API access
  • Buy additional customer top-ups

All plans include a 14-day free trial. No charge until your trial ends. Questions?