How to Use Your App as a Consultation Tool

Overview

Your RepeatMD app is one of the most powerful tools your team can use during consultations to educate patients, build trust, and drive revenue.

This guide shows you how to use the app live during consultations and checkout to:

Showcase treatments and pricing
Build a personalized treatment plan
Introduce membership options
Guide patients toward confident, self-directed purchases

Why It Matters
Using the app during consultations:
- Helps patients clearly understand their options
- Makes pricing and membership benefits feel more transparent and approachable
- Encourages add-ons and multi-service plans
- Drives post-consultation follow-through with time-sensitive discounts and expiration dates
- Gives patients flexibility with payment options like Affirm financing
When you show, not just tell, patients what’s available in your app, you turn the consultation into a conversion moment.

How to Use the App During a Consultation

1. Open the App Together

Use a tablet, mobile device, or have the patient open the app on their phone
Start by navigating to treatments or packages based on what was discussed

2. Browse Services in Real Time

Walk through available services together
Tap into treatment descriptions, pricing, and what’s included
If applicable, show real-time savings on services with membership pricing

3. Add Services to Cart

Pro Tip: Have the patient add recommended services to their cart during the consultation.

You can also build private Special Offer promo codes with an expiration date that you can share with the patient to plug in at checkout.

4. Create a Custom Plan

Pro Tip: Build a Custom Plan in the Admin Panel specific to each patient, share their plan, and communicate the expiration date of the plan to drive urgency to purchase.

At Checkout: Turn Interest into Action

Remind the patient: Everything in their cart is saved in the app. Give the patient their private Special Offer promo code and include the expiration date of the offer to drive urgency.
Using a Custom Plan: Remind the patient that their Custom Plan is saved in their cart on their app and include their expiration date to drive urgency.
Highlight flexibility:
- “You can complete your purchase later at home - just open the app and head to your cart.”
- “If you want to use Affirm for financing, it’s right there during checkout in the app.”

Follow-up: Your patient will receive automated reminder texts as they approach their Custom Plan’s expiration date.

At Checkout: Turn Interest into Action

Remind the patient: Everything in their cart is saved in the app. Give the patient their private Special Offer promo code and include the expiration date of the offer to drive urgency.
Using a Custom Plan: Remind the patient that their Custom Plan is saved in their cart on their app and include their expiration date to drive urgency.
Highlight flexibility:
- “You can complete your purchase later at home - just open the app and head to your cart.”
- “If you want to use Affirm for financing, it’s right there during checkout in the app.”
Follow-up: Your patient will receive automated reminder texts as they approach their Custom Plan’s expiration date.

Best Practices & Pro Tips

Make this part of your flow. Require the patient to sign up for the app and use the app as a visual aid during every consultation - even if the patient doesn’t purchase on the spot.
Discuss pricing with confidence. Showing memberships and plans in the app makes pricing feel approachable and viewable at any time.
Use the cart. It’s one of the most powerful tools for turning interest into sales. Show savings where applicable.
Train staff to create a customized experience: “Let’s build your plan together, it’ll be waiting for you in the app anytime you’re ready.”

FAQs

Q: Can the patient access their custom plan or cart from home?

A: Yes! Any items added to the cart or a custom plan during the consultation are saved in the app and can be purchased later.

Q: Can I show Affirm financing during the consultation?

A: Yes, you can show the patient that Affirm financing is an available payment option. However, the patient must fill out their Affirm financing application on their own during the consultation.