The Affiliate Manager lets your practice run a patient and partner referral program: you set up a campaign, invite affiliates (patients, influencers, or partner businesses), and pay them a commission whenever they send you a booked consult or a sale. This guide is a quick-reference index of everything the Affiliate Manager can do, organized by task, so you can jump straight to the workflow you need. Several of the deeper topics below link out to their own dedicated step-by-step guides.
You'll find the Affiliate Manager in your main navigation. From there you can create campaigns, manage affiliates and sub-affiliates, set commission rules, and review payouts and performance, all in one place.
A campaign is the container for your referral program: it defines what affiliates are promoting, the commission structure, and the tracking links affiliates will share. Start by naming your campaign, choosing which product, service, or booking flow it applies to, and setting the base commission rate. Once the campaign is live, affiliates can join and start generating their own trackable links.
Multi-tier commissions let an affiliate earn a smaller override commission on sales generated by the sub-affiliates they personally recruit, on top of their own direct commission. This is useful if you want your top referring patients or partners to build out their own referral network under your practice. When you configure a campaign, you can turn on additional commission tiers and set the payout percentage for each level.
Every lead that comes in through an affiliate's tracking link, whether it's a form submission, a survey response, or a calendar booking, is automatically attributed back to that affiliate. This means you can trace a new patient inquiry all the way back to the specific affiliate (and specific campaign) that sent them, without any manual matching. Attributed leads show up against the affiliate's record so you always know who to credit and pay.
Not every campaign needs to be tied to a completed sale. You can structure a campaign to pay affiliates per qualified lead instead, for example, a fixed commission every time someone books a consult through their link, regardless of whether that lead converts into a paying patient. This pay-per-lead structure is configured the same way as a sales-based campaign, just with the commission trigger set to lead creation instead of purchase.
You can manually add affiliates to a campaign from inside the Affiliate Manager: enter their name and contact information, assign them to the relevant campaign, and they'll receive their own unique tracking link and access to their affiliate dashboard. This is the fastest way to onboard patients, partner practices, or influencers you've already recruited directly.
Sub-affiliates are affiliates recruited by one of your existing affiliates, and they sit underneath that affiliate in the referral hierarchy. Adding sub-affiliates manually works the same way as adding a top-level affiliate, but you'll assign them under their parent affiliate so multi-tier commissions calculate correctly. See the dedicated guide on manually adding sub-affiliates for the full step-by-step process.
Rather than adding sub-affiliates yourself, you can let your existing affiliates recruit their own. When sub-affiliate sign-ups are enabled for a campaign, each affiliate gets a sign-up link they can share with people they want to bring into the program. Anyone who joins through that link is automatically registered as a sub-affiliate underneath the affiliate who shared it.
You can also set a campaign to automatically enroll new customers as sub-affiliates the moment they make a purchase, turning every new patient into a potential referral source without any manual sign-up step. This setting can be turned on or off per campaign, so you can decide which programs should auto-enroll and which should require an explicit opt-in.
Each affiliate has their own profile page inside the Affiliate Manager where you can review their performance: leads generated, sales attributed, commissions earned, and payout history. This is your central view for managing an individual affiliate relationship. See the dedicated guide on navigating the affiliate profile page for a full breakdown of what's available there.
If a sale happens outside your normal tracked flow, for example, a patient mentions they were referred by a specific affiliate but didn't use their tracking link, you can manually attribute that sale to the affiliate so they still receive credit and commission. See the dedicated guide on adding manual sales for the full process.
While a campaign has a default commission rate, you can override that rate for individual affiliates. This is useful for rewarding your top performers with a higher percentage without changing the commission structure for everyone else in the campaign. Custom commissions are set directly on the affiliate's profile and take precedence over the campaign default.
Rather than tracking commissions and paying affiliates manually, you can connect PayPal to automate payouts as commissions are earned. Once PayPal is connected, affiliates receive their commission payments directly to their PayPal account on the schedule you configure, cutting down on manual bookkeeping. See the dedicated guide on setting up PayPal auto payouts for the full connection and configuration steps.
The Affiliate Manager dashboard gives you a top-level view of your entire referral program: total leads generated, sales attributed, commissions owed and paid, and how individual campaigns and affiliates are performing against each other. Use it to spot your best-performing affiliates and campaigns at a glance. See the dedicated guide on the Affiliate Manager dashboard for a full walkthrough of every metric it tracks.
Automations tied to affiliate activity, such as notifying an affiliate when they earn a commission or triggering a workflow when a new sub-affiliate joins, are built in Workflows using affiliate-specific triggers and actions rather than inside the Affiliate Manager itself.
Do I need a campaign before I can add affiliates? Yes. Affiliates and sub-affiliates are always attached to a specific campaign, so create the campaign first, then invite or add your affiliates to it.
Can one affiliate belong to more than one campaign? Yes, an affiliate can be added to multiple campaigns, and each campaign can carry its own commission rate and tracking links independent of the others.
What's the difference between an affiliate and a sub-affiliate? An affiliate joins a campaign directly, while a sub-affiliate is recruited by an existing affiliate and sits underneath them in the hierarchy. Sub-affiliates only exist when multi-tier commissions are enabled on a campaign.
Does lead tracking work with all my forms and calendars? Yes. As long as the lead comes in through an affiliate's tracking link, forms, surveys, and calendar bookings are all automatically attributed to that affiliate.
Can I pay affiliates for leads instead of completed sales? Yes. Set the campaign's commission trigger to lead creation instead of purchase, and affiliates will earn a commission any time their link produces a qualified lead, whether or not it converts.
What happens if a referred sale doesn't come through a tracking link? You can manually attribute that sale to the correct affiliate from their profile, and the commission will calculate and apply just as if it had been tracked automatically.
Is PayPal the only way to pay affiliates? PayPal auto payouts is the built-in automated option, but you can always calculate commissions from the dashboard and pay affiliates manually through whatever method your practice normally uses.
Can I change an affiliate's commission rate after they've joined? Yes. Custom commissions set on an individual affiliate's profile override the campaign default at any time and apply going forward.
Where do I see how my referral program is performing overall? The Affiliate Manager dashboard rolls up leads, sales, and commissions across every campaign and affiliate so you can see performance at a glance.
