Overview
You can create and send Custom Plans to patients who do not yet have a RepeatMD account. Patients view the plan instantly from a link, no sign-up required upfront. They are prompted to create an account only at checkout, which removes a common barrier during consultations.
This article explains what non-account Custom Plans support and how the patient experience differs from account holders. For step-by-step setup, see Send custom plans to patients without accounts (Admin Panel).
Before You Start
You need Admin Panel access with permission to Create and manage Custom Plans.
Open Custom Plans from the left-side navigation in your Admin Panel.
Non-account patients must have a phone number, name, and location (if multi-location) entered when you create the plan.
This workflow is for patients who have not downloaded your app or created an account yet.
Why It Matters
Custom Plans for non-account patients help you:
Simplify consultations by letting patients review a treatment plan immediately after their visit.
Drive sign-ups naturally — account creation happens at checkout when the patient is ready to purchase.
Deliver a clearer review experience — patients land on the plan details page (not the cart) when they open the link.
Recent experience improvements:
Plan links open the plan details page for easier review (previously, links could drop patients into the cart).
The plan creation date is now visible to patients.
The staff member who created the plan is shown on the plan.
How It Works
Account optional until checkout: Non-account patients can view the Custom Plan and proceed to checkout. RepeatMD prompts them to create an account during checkout.
Where non-account patients appear: Until they sign up, these patients appear in your Custom Plans section only. They do not appear in your full Client Profiles list as account holders.
Marketing texts: Non-account Custom Plan patients do not receive general marketing texts from your app. They do receive Custom Plan system texts (creation, update, and reminder sequences). See Set up automated text message sequences (Admin Panel).
Permissions comparison:
Action | Non-account patient | Patient with account |
View Custom Plan | Yes | Yes |
Proceed to checkout | Yes (account required at checkout) | Yes |
Browse the app | No | Yes |
Receive marketing texts | No | Yes (if opted in) |
Make in-app purchases | No | Yes |
After the patient creates an account. Their information syncs to their profile. Details entered at plan creation may no longer be editable from the Custom Plans workflow; update the patient record from Patients if needed.
Step-by-Step Instructions
This article covers concepts and permissions. To create and send a plan:
Review the permissions table above so your team knows what non-account patients can and cannot do.
Follow Send custom plans to patients without accounts (Admin Panel) for the full create-and-send workflow.
For ongoing plan management (editing line items, expiration, and standard Custom Plan fields), see Creating and managing custom plans.
Best Practices and Pro Tips
Verify phone numbers at creation. The plan link and Custom Plan texts go to the number you enter; typos block delivery.
Set expectations during consultation. Tell patients they can review the plan without an account but will create one at checkout.
Do not expect app browsing. Non-account patients can view their plan only, not your full shop or rewards.
Coordinate with front desk on marketing opt-in. Once the patient creates an account and opts in, they enter your standard text program separately from Custom Plan reminders.
Common Mistakes and FAQs
Q: Can a patient without an account browse my app or shop?
A: No. They can view their Custom Plan and check out. Full app browsing requires an account.
Q: Will non-account patients get my promotional text blasts?
A: No. They do not receive general marketing texts. They receive Custom Plan automated texts only.
Q: Where do I create the plan?
Q: What happens after the patient checks out and creates an account?
A: They become a full account holder with standard app access. Update their profile from Patients if contact details change.
Q: Why does the plan link go to a details page instead of the cart?
A: This is intentional. The details page lets patients review the full plan before purchasing.
Next Steps and Support
Send custom plans to patients without accounts (Admin Panel) — create-and-send workflow
Creating and managing custom plans — standard Custom Plan management
Set up automated text message sequences (Admin Panel) — Custom Plan SMS reminders
Need help? Email support@repeatmd.com