Overview
You can now create and send Custom Plans to patients without a RepeatMD account. This means patients can view their Custom Plan instantly, without needing to sign up first. They’ll only be asked to create an account at checkout, making the process smoother for everyone.
This update is designed to streamline consultations, boost patient sign-ups, and improve the overall experience.
Why This Matters
With this update, you can:
Simplify the consultation process by removing sign-up barriers
Drive more patient sign-ups through a natural, value-first flow
Deliver a better experience by letting patients see their plan upfront
Plus Improved Patient Experience
We’ve also upgraded how patients view their Custom Plans:
Before: Clicking the link dropped patients into the cart, not the plan.
Now: They’re taken directly to the plan details page for a smoother review experience.
Other new updates:
The plan’s creation date is now visible
The staff person who created the plan is shown
What Patients Can (and Can’t) Do
Action | Non-Account Patients | With Account Patients |
View Custom Plan | ✅ Yes | ✅ Yes |
Proceed to Checkout | ✅ Yes (account required at checkout) | ✅ Yes |
Browse the app | ❌ No | ✅ Yes |
Receive marketing texts | ❌ No | ✅ Yes |
Make in-app purchases | ❌ No | ✅ Yes |