Overview
Included treatments are services members redeem through their membership. Treatment option groups let you group included treatments and define when they become available (at sign-up or after a set number of months). Once unlocked, option groups stack and remain available for the rest of the membership.
This article is for practice owners, managers, and admins who want to structure membership value using treatment option groups and timed unlocks.
Before You Start
You must have Administrator or Manager access to manage memberships.
Open Memberships from the Services section of the left-side navigation.
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.
Editing included treatments on live memberships:
Included treatments can be added freely when creating a new membership or when editing.
Use Edit for new members only to update included treatments immediately for future enrollments while leaving existing members on their original version.
How included treatments work in the app:
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 and preview upcoming unlocks.
Included treatments appear in the patient’s Wallet in the app.
If rollovers are off, unused treatments expire at the end of their availability period.
If rollovers are on, unused treatments remain available until redeemed.
Why It Matters
Included treatments define the core value of your membership:
Structure recurring value: Treatment option groups let you stage benefits over the membership lifecycle instead of offering everything at once.
Increase perceived flexibility: “Choose from” groups give members options while you control cost.
Protect existing member agreements: Locked fields under Edit for new & existing members ensure existing members receive at least 30 days’ notice before benefit changes, in line with your Terms and Conditions.
Reduce support questions: Clear unlock timing and rollover settings help patients understand when benefits are available and whether unused treatments carry over.
When you request included-treatment changes for existing members through RepeatMD Services, our team coordinates the notification and applies the update once the notice window is complete.
Video Walkthrough
Step-by-Step Instructions
Add included treatments to a membership
Log in to your Admin Panel.
Click Services under the Catalog section of left-hand navigation menu.
Click Memberships at the top-right (*next to Packages).
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.
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.
Add a membership-only included treatment
Use this sub-flow when you want to include something not sold in your shop. This creates a membership-only item that does not appear in your shop catalog.
Click Select a treatment, then choose + Create a new treatment.
Enter the required details.
Click Save and add to membership treatments.
Best Practices and Pro Tips
Enable treatment rollovers. We strongly recommend enabling treatment rollovers to maximize patient satisfaction and perceived value. Members who miss a month should not lose benefits they paid for.
Stage unlocks to match care cadence. Align option group timing with how often members typically visit (for example, unlock injectables every 3 months).
Use “choose from” for variety without cost spikes. A “choose one of three” group feels generous while keeping your cost predictable.
Use Edit for new members only for structural changes. When overhauling included treatments, create a new version for future enrollments rather than requesting changes for existing members unless necessary.
Email services@repeatmd.com for existing-member changes. Include the membership name and specific add, remove, or adjust requests so Services can coordinate the 30-day notice.
Common Mistakes and FAQs
Q: Do included treatments expire?
A: Only if rollovers are turned off. With rollovers enabled, included treatments do not expire.
Q: What happens if a patient cancels their membership?
A: If rollovers are on, patients can redeem unused treatments at any time. If rollovers are off, unused treatments are lost.
Q: Where do patients see their included treatments?
A: Included treatments appear in the patient’s Wallet in the app.
Q: Can patients see future treatment unlocks?
A: Yes. Patients can preview upcoming treatment unlocks in the app.
Q: Can I set rollover per treatment group?
A: No. Rollover applies at the membership level, not per treatment option group.
Q: What is the difference between Edit for new members only and Edit for new & existing members?
A: Edit for new members only creates a new membership version for future enrollments. Edit for new & existing members updates the current membership for everyone, but price and commitment period are locked on the Admin Panel.
Next Steps and Support
For changes to included treatments, price, or commitment period for existing members, email services@repeatmd.com.
For general questions, email support@repeatmd.com.