Overview
Your RepeatMD Patient 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
This article is for providers, consultants, and front desk staff who conduct in-office consultations.
Before You Start
Confirm treatments, packages, and memberships are published and priced in the Admin Panel.
Have a tablet or mobile device available, or ask the patient to open the Patient App on their phone.
Know how to build Custom Plans and Special Offer promo codes in the Admin Panel if you use them during consultations.
Ensure the patient is signed up for the app before or during the visit for the best experience.
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 is available in your app, you turn the consultation into a conversion moment.
How It Works
Live browsing. You and the patient open the app together and browse treatments, packages, and memberships with real pricing visible on screen.
Cart and Custom Plans. Recommended services go into the cart during the visit. You can also build a Custom Plan in the Admin Panel, share it with the patient, and set an expiration date to create urgency.
Special Offer codes. Build private Special Offer promo codes with an expiration date and share them at checkout.
Checkout flexibility. Items stay in the cart after the visit. Patients can complete purchases at home, use Affirm at checkout, and receive automated reminder texts as Custom Plan expiration dates approach.
Step-by-Step Instructions
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.
Browse services in real time
Walk through available services together.
Tap into treatment descriptions, pricing, and what is included.
If applicable, show real-time savings on services with membership pricing.
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 share with the patient to enter at checkout.
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 is right there during checkout in the app.”
Follow-up: Your patient receives automated reminder texts as they approach their Custom Plan expiration date.
Best Practices and Pro Tips
Make this part of your flow. Have the patient sign up for the app and use the app as a visual aid during every consultation, even if the patient does not 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 is 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 will be waiting for you in the app anytime you are ready.”
Promote financing when relevant. See Promote patient financing in your office (Admin Panel).
Common Mistakes and 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. The patient must complete their Affirm financing application on their own device during or after the consultation.
Q: Should I require app sign-up before every consultation?
A: Best results come when the patient has the app open during the visit. At minimum, sign them up before checkout so cart items and plans persist.
Next Steps and Support
Start using the app as part of every consultation. It is one of the most effective ways to grow revenue and improve patient confidence.
Need help training your team? Click here to schedule Team Training with our Education & Strategy Specialist, Jeremy Goldsberry.