How to Access Meeting Options
Log in to your Admin Panel
Click the “?” icon in the bottom-right corner.
Select “Send a message.”
Choose 💻 “Meet with my Success Rep.”
From here, you’ll see options for Group Training Sessions and instructions for 1-on-1 meetings.
Group Training Sessions
You can book a recurring Group Training Session directly through this option. Topics include:
Team Training
Sell More Memberships
Sign Ups Into Sales
Promotions with RepeatMD
V3 Training Sessions (new features such as MyProducts, SkinDrop, Gift Cards, Referral Rewards, Adonis AI, and Patient Onboarding Flow)
1-on-1 Private Sessions
If you’d like a private meeting with your CSM, you’ll need to email them directly.
To find their email:
After selecting 💻 “Meet with my Success Rep”
You’ll see your assigned CSM’s email address.
Send them a message to request and confirm your 1-on-1 session.
Quick Recap
Both Group Training and 1-on-1s are accessed through 💻 “Meet with my Success Rep” in the Admin Panel.
Group Training can be scheduled directly.
1-on-1 sessions require you to email your CSM directly.