Overview
This guide walks you through how to create a new treatment in your Admin Panel. It’s designed for practice owners, managers, and admins responsible for building or updating the shop experience in the app. By the end, you’ll know how to set up treatment details, pricing, variations, concerns, and optional pre- and post-care instructions.
Before You Start
You must have Admin or App Builder permissions.
Decide which locations will offer this treatment.
If you plan to add treatment variations or bundled pricing, gather those details before beginning.
Pre- and post-care instructions are optional but help improve patient expectations and reduce follow-up questions.
Step-by-Step Instructions
Create the treatment
Log in to your Admin Panel.
Go to App Builder in the left navigation.
Select Treatments at the top of the page.
Open the Quick Actions menu (orange lightning bolt or dropdown in the upper right).
Select Add Treatment.
Add basic treatment details
Enter the Treatment Name.
Select All Locations or choose specific locations where this treatment is available.
Choose the Unit Type (e.g., unit, treatment, session, syringe).
Add treatment variations (optional)
Variations allow you to create one master treatment with multiple options such as tiers, body areas, or intensities.
Click + Add Treatment Variation.
Add a Variation Name.
Enter the Price per 1 unit.
Set the Max Quantity a patient can purchase.
Add a Variation Description.
Repeat as needed for additional variations.
Examples: HydraFacial tiers (Signature, Deluxe, Platinum) or Laser Hair Removal by body area.
Set pricing
Enter the Price per quantity in the Treatment box.
Set the Maximum Quantity a patient can purchase.
Choose one of the following pricing methods:
Individual prices – quantities appear consecutively (1, 2, 3, 4, 5…)
Bundled pricing – create value-based bundles for commonly purchased quantities
(Learn more in Create bundled pricing for treatments.)
You can add bundled pricing while building variations or when configuring pricing for the treatment.
Add images and descriptions
Upload images by clicking the image upload box.
Add a Full Description of the treatment.
Add concerns and body areas
Select the Concerns this treatment addresses.
Use the dropdown to multi-select concerns.
Note: You cannot create custom concerns at this time.
Select the applicable Body Areas.
Add optional pre- and post-care instructions
Toggle Pre & Post-Care Instructions to On if you want to add expectation cards.
Click Add Treatment Instruction.
Add an Instruction Name (e.g., Skincare Prep, Before Your Appointment).
Add an Instruction Description to guide patients before or after their visit.
Click Save Treatment Instruction after each card.
Patients can view expectation cards in their Account > Purchase History, their Available Treatments, or directly within the treatment page before purchasing.
Publish
Review all details.
Click Add New Treatment to publish it to your app.
Video Walkthrough
How It Works
Treatments created in the Admin Panel appear in the app immediately unless restricted by location or eligibility settings.
Variations allow you to offer multiple priced options under one treatment, simplifying the patient’s shopping experience.
Individual or bundled pricing determines how quantities display and how patients calculate savings.
Pre- and post-care instructions surface in the app wherever the treatment appears, helping set expectations and improving preparedness before treatment.
FAQs
Can I edit a treatment after it’s published?
Yes. You can update treatment details, pricing, and variations at any time from the Treatments tab.
Can I create my own concerns?
Not yet. Adding custom concerns is on the product roadmap.
Why can’t I see the treatment in the app?
Check location settings, unit type, and whether you fully completed the pricing section.
Do variations have to share the same unit type?
Yes. All variations follow the unit type selected for the master treatment.
Can I add bundled pricing after publishing?
Yes, bundled pricing can be added or updated at any time.