
A referral program for your practice on Aesthetic Record.
Turn your most loyal patients into new-patient referrals, and reward them automatically the moment a referred patient pays an invoice in Aesthetic Record. No new software at the front desk. No manual tracking.
How it connects
Live in about 15 minutes, using the tools you already have.
Aesthetic Record has a built-in Zapier integration. AdvocateLoop listens for the payment event. That is the whole connection.
Turn on Zapier in Aesthetic Record
In Aesthetic Record, open Settings then Integrations then Zapier, and toggle Sync on to reveal your API key.
Pick the payment trigger
Create a Zap with the New Invoice Payment trigger so it fires only when a patient actually pays.
Send it to AdvocateLoop
Use the AdvocateLoop action to record the conversion. It matches the payer to the advocate who referred them.
Add the widget
Drop the AdvocateLoop widget on your site, or use a hosted page we provide, so patients can join and share.
The reward fires on payment, not on a booking
Because AdvocateLoop listens to Aesthetic Record's New Invoice Payment event, an advocate only earns when a referred patient's revenue actually clears. A no-show or cancellation never triggers a reward, and refunds reverse it automatically.
Why it fits aesthetics
Referrals are how med spas grow. Now they’re tracked.
Service credit, not cash
Reward referrers with credit toward their next treatment. It keeps patients booking and sidesteps the awkwardness of paying patients cash.
No patient health data
AdvocateLoop only ever sees the name and email a patient enters in the widget. No charts, no treatment history, no PHI.
The front desk gets the credit
Every conversion shows the patient who drove it, so your team can thank top referrers by name at check-in.
Questions
Aesthetic Record + AdvocateLoop
- Does this replace anything in Aesthetic Record?
- No. AdvocateLoop sits alongside Aesthetic Record. Your booking, charting, and invoicing stay exactly where they are. We only listen for the payment event and handle the referral side.
- What exactly triggers a reward?
- The New Invoice Payment event in Aesthetic Record. When a referred patient pays, AdvocateLoop matches them to their advocate and issues the discount code automatically.
- Is a referral reward a kickback under healthcare law?
- Discount codes redeemable for elective cosmetic services are generally treated differently than referrals for insurance-covered medical services. We aren't your attorney, but the discount-code-only model (versus cash) is the structure most aesthetics practices use precisely because it stays inside the patient relationship. Consult counsel for your state.
- What if I'm not on a Zapier-enabled Aesthetic Record plan?
- You have two fallbacks: send the payment event to us via webhook, or have your front desk mark a conversion in AdvocateLoop with one tap. You are never blocked from running a program.
Grow through the patients who already trust you.
Free for up to 100 advocates. Connects to Aesthetic Record in about 15 minutes. No card required to start.