Create a campaign
Define campaign timing, reward rules, qualifying services, and eligible staff groups.
Referral campaigns
Turn staff referrals into a trackable workflow
Run configured employee referral campaigns with clear eligibility, earnings, and payout management.
Staff referral operations
A structured workflow for employee referrals
Who it's for
Hospital administrators, HR and growth teams, department leads, and staff members who participate in configured referral programmes.
The problem it solves
Referral activity is difficult to manage when campaign rules, qualifying visits, earnings, and payouts live in separate spreadsheets or messages. Cuboid keeps the process visible from enrolment to payment.
Where teams use it
Manage the full referral campaign cycle
Enroll eligible staff
Allow staff, roles, teams, or configured groups to participate in an active campaign.
Attribute qualifying visits
Attach a referral code to an eligible visit before qualifying payment and track the resulting activity.
Review earnings
Monitor referral earnings and campaign summaries for participating staff.
Manage payouts
Handle payout requests, record completed payouts, correct payout records, and upload proof.
Why it matters
Make referral programmes easier to run
01
Keep campaign rules clear
Define eligibility, timing, rewards, and qualifying activity in one place.
02
Connect referrals to visits
Track attribution before qualifying payment is completed.
03
Give staff earnings visibility
Show approved, pending, and paid referral earnings.
04
Improve payout accountability
Review requests, record payments, correct errors, and retain proof.
How referral campaigns work
From campaign setup to payout
- Step 1
Configure the campaign
Set campaign dates, eligibility, reward rules, qualifying visits, and included services.
- Step 2
Enroll staff
Eligible staff join the campaign and receive the information needed to participate.
- Step 3
Track qualifying activity
Attribute an eligible referral to a visit before qualifying payment and calculate the resulting earning.
- Step 4
Review and pay
Approve earnings, process payout requests, record completed payments, and retain proof or corrections.
Questions about referral campaigns.
Request a demoReferral campaigns support configured employee referral programmes, including eligibility, enrolment, qualifying visits, earnings, and payout workflows.
See what CuboidOS can do for your facility.
Tell us about your facility. We’ll review your needs and arrange a focused walkthrough.
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Referral campaigns
Run configured employee referral campaigns with clear eligibility, earnings, and payout management.
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