Overview
In this module, you’ll learn how to set up powerful memberships that create predictable revenue, increase patient loyalty, and grow the value of your practice.
We will walk you through each step of the setup process, from configuring basic information to adding treatments, benefits, and bonuses. By the end, you’ll know exactly how to build memberships that work for both your patients and your practice.
You will also hear from Phil, our CEO, as he shares why memberships are an essential growth strategy and foundational to practice success.
Why Memberships Matter by Phil Sitter, CEO & Founder - RepeatMD
Training Videos:
Message from CEO: Why Memberships? - Hear from our CEO on why memberships provide consistent revenue, make your practice more valuable, and strengthen patient loyalty. Learn best practices like smart pricing, signup bonuses, and milestone rewards to drive growth.
Memberships: Membership Overview - Get a complete overview of the membership setup process, using the Platinum Membership as an example. See how to configure information, treatments, benefits, and bonuses step by step.
Memberships: Configure Basic Information - Set up the foundation of your membership by adding its name, description, and image. Choose billing cycles, minimum commitment periods, and monthly pricing to create a clear and attractive offer for your patients.
Memberships: Configure Membership Treatments - Add treatments to your membership by creating flexible pick lists or including all services. Learn best practices like treatment rollovers and beauty bank options that give patients flexibility while protecting your recurring revenue.
Memberships: Configure Benefits - Add exclusive member-only benefits such as discounts on services or products. Learn how to configure percentage or dollar-based discounts, set availability (in-app or in-office), and highlight savings for patients.
Memberships: Configure Bonuses - Boost sign-ups and retention with bonuses. Learn how to create signup bonuses that encourage new enrollments, and milestone bonuses that reward loyalty and prevent cancellations.
Your memberships are now set up. If you ever need to make changes, you can return to this section anytime.
Next, learn how to showcase services and packages in your shop: App Builder: Shop