Overview
This article shows you how to set up and use Beauty Bank in your Admin Panel. It’s designed for practice owners, managers, and admins who want to launch or improve a membership program that drives recurring revenue while giving patients flexible RepeatCash they can use on treatments.
Before You Start
You must have Marketing, Manager, or Admin access to manage memberships.
Treatments and pricing should be set up before creating a Beauty Bank.
Decide which Beauty Bank setup type best fits your practice:
Auto-Bank for simplicity and predictable usage
Choose From for flexibility and treatment-based memberships
Beauty Bank memberships use RepeatCash as the stored value for patients.
Step-by-Step Instructions
Create a Beauty Bank membership
Log in to your RepeatMD Admin Panel.
Go to Memberships > Beauty Bank.
Click Create New Membership.
Set the monthly contribution amount (for example, $50 or $100).
Define usage policies, including:
Eligible treatments
Any expiration or usage rules
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.
Click Save & Activate.
Your Beauty Bank membership is now live and available to patients.
How It Works
Beauty Bank converts monthly membership payments into RepeatCash stored in the patient’s Wallet.
With Auto-Bank, RepeatCash is added automatically each month.
With Choose From, patients decide whether to bank RepeatCash or redeem a specific service.
RepeatCash can be redeemed directly in the app for eligible treatments.
Membership billing and RepeatCash balances update automatically each cycle.
Tracking & Managing RepeatCash
View balances
Go to Client Profiles > Click on Patient Name > RepeatCash History to see a patient’s total RepeatCash balance.
Adjust balances
Admins can manually adjust RepeatCash balances for in-office transactions or corrections.
Monitor performance
Use the RepeatCash report to track:
Usage trends
Patient engagement
Overall financial impact of your Beauty Bank program
Patient Experience
Patients manage and use their RepeatCash directly in the RepeatMD app:
Open the app and go to Wallet.
View their available RepeatCash balance.
Select an eligible treatment.
Apply RepeatCash at checkout and complete the purchase.
This creates a simple, intuitive experience that encourages repeat visits and higher lifetime value.
FAQs / Troubleshooting
What’s the difference between Auto-Bank and Choose From?
Auto-Bank automatically adds RepeatCash each month, while Choose From lets patients decide between banking value or selecting a service.
Can I change my Beauty Bank setup later?
Yes. You can edit membership settings at any time from the Admin Panel.
Does RepeatCash expire?
Expiration rules depend on how you configure your membership settings.
Can RepeatCash be used on any treatment?
Only treatments you mark as eligible during setup can be redeemed using RepeatCash.
Where can patients see their balance?
Patients can always view their balance in the Wallet section of the RepeatMD app.
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.