Add included treatments to a membership (Admin Panel)

Overview

This article explains how to add included treatments to a membership and control when those treatments become available to members. It is designed for practice owners, managers, and admins who want to structure membership value using treatment option groups and timed unlocks.

Included treatments can be added freely when you are creating a new membership or when you are editing a membership using the Edit for new members only path. However, changing included treatments for existing members is a locked field on the admin panel and must be requested through RepeatMD Services at services@repeatmd.com. This is a safeguard so that existing members are notified of the change at least 30 days in advance.

Before You Start

You must have Admin or Manager access to manage memberships.
Included treatments are redeemables members receive as part of their membership.
Treatment option groups let you control when treatments unlock during the membership lifecycle.
Rollover settings apply at the membership level, not per treatment group.
Under Edit for new & existing members, the Included Treatments section appears greyed out and cannot be modified on the admin panel. To update included treatments for existing members, email services@repeatmd.com.

Included treatments can still be modified directly using Edit for new members only, which creates a new version of the membership for future enrollments.

What Are Included Treatments and Treatment Option Groups?

Included treatments are services members can redeem through their membership.
Treatment option groups allow you to group included treatments and define when they become available.
Option groups can unlock:
- At sign-up
- After a specific number of months
Once unlocked, treatment option groups stack and remain available for the rest of the membership.

Step-by-Step Instructions

Add included treatments to a membership

Log in to your Admin Panel.
Go to App Builder > Memberships.
Create a new membership or edit an existing one.
Navigate to the Included Treatments section.
Click + Add Treatment Option Group.
Select when this group unlocks:
- At sign-up
- After a set number of months
Choose how treatments are redeemed:
- Include All – members receive all listed treatments.
- Choose From – members select from a list.
  - If Choose From is selected, set how many treatments the member can redeem.
Add treatments to the group:
- Search for and select an existing treatment.
- Enter the quantity for each treatment.
(Optional) Add a membership-only item:
- Click Select a treatment → + Create a new treatment
- Enter details and click Save and add to membership treatments
- This does not add the item to your shop.
Remove any treatment using the trash icon.
Decide whether treatments should roll over.
- Rollover applies to the entire membership and cannot be set per group.
Click Save and add to Membership.

How It Works

Treatment option groups unlock based on the timing you configure.
Once unlocked, option groups remain available for the rest of the membership.
Multiple treatment option groups stack over time.
Patients can view:
- Available included treatments
- Upcoming treatment unlocks
Included treatments appear in the patient’s Wallet in the app.
If treatment rollovers are turned off, unused treatments expire at the end of their availability period.
If rollovers are turned on, unused treatments remain available until redeemed.

Best Practice: We strongly recommend enabling treatment rollovers to maximize patient satisfaction and perceived value.

Video Walkthrough

Editing Included Treatments

Included treatments are one of three high-impact fields that are locked under Edit for new & existing members, alongside Price and Commitment Period. The section appears greyed out on the admin panel when you choose that path.

When editing a membership that has active members, admins have two options:
- Edit for new members only Creates a new version of the membership for future enrollments. Included treatments can be changed freely on this path. Existing members remain on the original version with their original included treatments intact.
- Edit for new & existing members Updates the current membership for everyone. On this path, the Included Treatments section is greyed out. To change included treatments for existing members, email services@repeatmd.com with the membership name and the treatments you want to add, remove, or adjust.

Why Included Treatments Are Locked for Existing Members

Included treatments are part of the value members agreed to at enrollment. RepeatMD locks the field on the admin panel so that existing members always receive at least 30 days' notice before their benefits change, in line with your Terms and Conditions. When you request the change through RepeatMD Services, our team coordinates the notification and applies the update once the notice window is complete.

If the change does not need to affect existing members, use Edit for new members only instead. This path lets you update included treatments immediately for future enrollments, while leaving existing members untouched.