Referral Rocket Setup Guide
Last updated 1 day ago
How To Request Your Referral System
>> CLICK HERE to open the Referral System Request Form and fill out your business information.
You can also click the “Add Referral” link in your software sidebar to open the request form.

Upon completing the form, our team will build your system and notify you within 48 business hours when it’s ready. While you wait, you can proceed with the setup checklist below.
Setup Checklist
- Decide on your form completion incentive (BEST results: $10 Starbucks gift cards, order on Amazon HERE). You can also offer free products, travel kits, or self-care bags, or B12 Shots)
- Edit & print your referral collection forms. CLICK HERE for Canva template.
- Edit & print in-office signage. CLICK HERE for Canva template.
- Place signage prominently throughout your clinic. Print out referral collection forms and stack them on clipboards.
- Advance to the User Guide to start collecting referrals!
Transcript
0:00 Alright, welcome to the setup guide for the referral rocket system. So at this point, you should have already watched the overview video to understand what the referral system is, the benefits, uh, why we structure it the way we do.
0:12 And at this point, you're ready to set it up for your business. All you need to do is click this link here.
0:17 It's going to open up your referral system request form. You could also access this form directly from your software. So if you just sign up with us, if you go to your software sidebar and click add referral, it's going to open up this page here.
0:30 and all you need to do, fill out your business name and it will take us one to two business days to set this up.
0:36 Once we set it up, we're gonna send you a notification letting you know that the referral system is ready. So, when you first sign up with us, you click this link, it's gonna go to the request form, but once it's set up, if you click this link, it's gonna go to the actual form that you use to submit
0:51 referrals and I'll talk about that in the user guide. So, first step is to open up the page, fill out your business information in this request form, click submit request.
1:00 We're going to take up to 48 business hours to set up your system. We'll send you notification. And then the in the meantime, you want to complete the setup checklist to make sure that you're ready to start implementing your referral program.
1:12 So the first thing is to implement a form completion incentive. I talk about this in the overview video. So the best results is just a $10 Starbucks gift card.
1:22 So you give people a $10 gift card as an incentive for completing the form. You can also do other incentives such as free products, travel kit, self carry bags or even B12 shots, but the Starbucks gift card is a try and true You next want to add it and print out your referral collection form.
1:38 So if you click here It's gonna open up our Canva templates. Don't try to edit this yourself. You won't be able to since it's a template that all our clients use And instead you're gonna go here and get you're gonna go to file and then make a make a copy to make a copy in your own canva count, you can
1:53 then edit to your heart's delight in your own canva count. The same thing is true for the in-off assignment, so we provide you three different templates that you can use depending on what style you like.
2:04 So same thing and you're going to go to file, make a copy to make a copy for your own use.
2:09 So you can edit it to your heart's desire in canva. All right, so a number step four is to place the signage prominently throughout your clinic.
2:17 So the whole idea of this system is you don't want to place the onus on you to always bring it up and your staff are always bring it up, you guys should be bringing it up, but it's much easier if your clients can bring it up for you.
2:28 And the way you do that is you print out these sheets, you have a super sexy headline with a clear benefit and you're going to put these in table tents sort your clinic in your front desk, your waiting room, your treatment rooms, your consultation rooms, so you have your clients bringing this up to you
2:44 and starting the conversation. The whole idea is to get these conversations going as much as possible. So you want to place them throughout your clinic, You're going to print out a bunch of copies of these collection forms and put them stacked them on clipboards in your clinic So you're ready to fill
2:58 out and then finally when that's already you're going to advance to the user guide to start collecting referrals You can also just click this button here to advance to the user guide