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Set up and manage a Beauty Bank membership (Admin Panel)

Learn how to set up and manage a Beauty Bank membership, convert monthly payments into RepeatCash, and give patients a flexible way to pay for treatments through your app.

Overview

Beauty Bank is a membership model that converts monthly patient contributions into RepeatCash stored in the patient’s Wallet. This article shows you how to create, configure, and monitor a Beauty Bank membership from your Admin Panel.

This article is for practice owners, managers, and admins who want to launch or improve a Beauty Bank program that drives recurring revenue while giving patients flexible spending power.

Before You Start

  • You must have Marketing, Manager, or Administrator access to manage memberships.

  • Treatments and pricing should be configured before creating a Beauty Bank membership.

  • Decide which setup type fits your practice:

    • Auto-Bank for simplicity and predictable RepeatCash deposits each cycle

    • Choose From for flexibility when patients pick between banking value or selecting an included service

  • Beauty Bank memberships use RepeatCash as stored value. Eligible treatments must be marked during setup.

  • RepeatCash is credited only after a successful membership payment. Admins receive an email notification when a payment fails.

Why It Matters

Beauty Bank helps practices build predictable recurring revenue without relying on deep discounts. Patients save toward treatments they want while your team maintains margin control through eligible-treatment rules and configurable contribution amounts.

A well-configured Beauty Bank program also reduces front-desk friction: balances, usage, and redemption happen in the Patient App, so patients self-serve while your team monitors performance from the Admin Panel.

How It Works

Monthly contributions become RepeatCash. Each successful membership billing cycle converts the configured contribution into RepeatCash in the patient’s Wallet.

Auto-Bank vs. Choose From.

  • Auto-Bank — RepeatCash is added automatically each cycle. Best when you want a simple, set-and-forget savings model.

  • Choose From — Patients decide each cycle whether to bank RepeatCash or redeem a specific included service. Best when you offer treatment-based flexibility.

Redemption in the app: Patients apply RepeatCash at checkout for eligible treatments you configure during setup. Balances update in real time in the Wallet tab.

Billing and crediting: Membership billing and RepeatCash balances update automatically each cycle. RepeatCash posts only after payment succeeds. Failed payments trigger an admin email so your team can follow up before the patient expects new balance.

Tracking and reporting. View individual balances from patient profiles and program-wide trends from RepeatCash and Shop Summary reports in the Admin Panel.

Step-by-Step Instructions

Create a Beauty Bank membership

  1. Log in to your RepeatMD Admin Panel.

  2. Navigate to Catalog > Services.

  3. Go to Memberships > Beauty Bank.

  4. Click Create New Membership.

  5. Choose a setup type:

    • Auto-Bank – Patients automatically receive RepeatCash each month.

    • Choose From – Patients can either bank RepeatCash or select an included service each month.

  6. Set the monthly contribution amount. This amount is traditionally the same as the membership cost, but you can choose a lower amount if needed. Currently, contribution amounts cannot be set higher than the membership cost.

  7. Click Save & Add to membership.
    ​

Your Beauty Bank membership is now live and available to patients.

Edit an existing Beauty Bank membership

  1. Click Memberships in the MedCommerce Engine section of the left-side navigation.

  2. Find the Beauty Bank membership you want to update.

  3. Click the three-dot menu and select Edit Membership.

  4. Choose Edit for new & existing members or Edit for new members only based on whether current members should receive the change.

  5. Update Beauty Bank settings, bonuses, visibility, or eligible treatments as needed.

  6. Save your changes.

For locked fields (price, commitment period, included treatments), see Edit a membership (Admin Panel).

View and adjust RepeatCash balances

View a patient’s balance

  1. Click Client Profiles in the left-side navigation.

  2. Open the patient’s profile.

  3. Go to RepeatCash History to see the patient’s total balance and activity.

Adjust a balance manually

Admins with appropriate permissions can add or deduct RepeatCash for in-office transactions or corrections. See Add RepeatCash to a patient’s wallet for the manual adjustment flow.

Monitor program performance

  1. Open the RepeatCash report in the Admin Panel to review usage trends and patient engagement.

  2. Use the Shop Summary Report to confirm payment completion and reconcile transactions.

Patient experience (what patients see)

  1. Open the RepeatMD app and go to Wallet.

  2. View the available RepeatCash balance.

  3. Select an eligible treatment from the Shop tab.

  4. Apply RepeatCash at checkout and complete the purchase.
    ​

Best Practices and Pro Tips

  • Start with Auto-Bank if you are new to Beauty Bank. Move to Choose From once your team is comfortable explaining the monthly choice to patients.

  • Align contribution amounts with your menu. Set contributions patients can realistically save toward higher-ticket services over a few cycles.

  • Mark eligibility thoughtfully. Restrict RepeatCash to treatments where margin and operations support in-app redemption.

  • Train front desk and providers to explain RepeatCash as stored value, not a discount.

  • Review reports monthly. Use RepeatCash and Shop Summary data to tune contribution levels and spot failed-payment patterns early.

  • Handle failed payments promptly. RepeatCash does not credit until payment succeeds; proactive outreach prevents patient confusion.

Common Mistakes and FAQs

Q: What’s the difference between Auto-Bank and Choose From?

A: Auto-Bank automatically adds RepeatCash each cycle. Choose From lets patients decide each cycle between banking RepeatCash or selecting an included service.

Q: Can I change my Beauty Bank setup later?

A: Yes. Edit membership settings from the Memberships page. Use Edit for new members only when you do not want to change terms for existing members.

Q: Does RepeatCash expire?

A: Expiration rules depend on how you configure the membership. Set expiration policies during setup and communicate them to patients.

Q: Can RepeatCash be used on any treatment?

A: Only treatments you mark as eligible during setup can be redeemed with RepeatCash.

Q: Where can patients see their balance?

A: Patients view their balance in the Wallet section of the Patient App in real time.

Q: When is RepeatCash credited after billing?

A: After a successful membership payment is processed. Failed payments do not credit RepeatCash, and admins receive an email notification.

Q: Can I offer multiple Beauty Bank tiers?

A: Yes. Create multiple Beauty Bank memberships with different contribution levels.

Next Steps and Support

Need help launching Beauty Bank? Email customers@repeatmd.com

Upgrading an existing membership program? Email services@repeatmd.com

Bonus: Sell More Memberships—Fast

Want proven tactics to increase membership sales?

Download: 7 Ways to Sell More Memberships—Fast

This playbook breaks down the exact strategies top-performing practices use to grow their Beauty Bank programs.

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