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Editing a Membership (Admin Panel)

Updated yesterday

Overview

This article explains how to edit an existing membership in the Admin Panel and how to decide which edit option to use. It’s written for practice owners and managers who need to make updates confidently—without unintentionally impacting active members.


Before You Start

  • You must have Marketing, Manager, or Administrator permissions.

  • Membership edits follow two clear paths only:

    • Edit for new & existing members

    • Edit for new members only

  • Membership billing period (billing cadence) cannot be changed once a patient is enrolled.


How Membership Editing Works

When you edit a membership, RepeatMD asks how you want your changes applied:

  • Edit for new & existing members

    Updates the current membership and applies changes immediately to everyone enrolled.

  • Edit for new members only

    Creates a new version of the membership for future enrollments while existing members remain on the original version.

Choosing the correct option is critical, especially when changing pricing, commitment terms, or included benefits.


Step-by-Step Instructions

Access the membership editor

  1. Log in to your Admin Panel.

  2. Go to App Builder.

  3. Select Shop: Memberships.

  4. Find the membership you want to edit.

  5. Click the three-dot menu on the right.

  6. Select Edit Membership.

A modal appears prompting you to choose how the edits should apply.


Choose the Right Edit Option

Edit for new & existing members

Use this option when you want changes to apply immediately to everyone.

What happens:

  • Changes apply instantly to all active members.

  • No notification is sent to members by RepeatMD.

  • Existing members:

    • Will see price changes, if updated

    • Will see commitment length changes, if updated

    • Will keep the same membership billing period

  • Membership billing period cannot be edited.

Important note:

While RepeatMD does not notify members automatically, practices are still responsible for providing 30-day notice to patients for major changes (such as pricing, commitment length, or included treatments), per your Terms & Conditions.


Edit for new members only

Use this option when you want to change a membership without impacting current members.

What happens:

  • A new version of the membership is created.

  • Existing members are placed on a legacy version.

  • Legacy members:

    • Keep their original price

    • Keep original benefits

    • Keep original commitment terms

  • New members only see the updated version.

Admin visibility:

  • The updated membership appears under Available in Shop: Memberships.

  • The previous version appears under Archived.

  • Legacy status isn’t labeled directly, but can be confirmed by reviewing a member’s profile and membership details.


What You Can Edit

Admins can edit the following membership fields:

  • Membership name

  • Price

  • Minimum commitment length

  • Included treatments

  • Sign-up bonuses

  • Milestone bonuses

  • Beauty Bank settings

  • Rollover settings

  • Visibility and availability

  • Member benefits

What Cannot Be Edited

  • Membership billing period (billing cadence) once any patient is enrolled

Changing the billing period requires using Edit for new members only to create a new version.


Flexible Memberships: Special Considerations

  • Billing period cannot be edited after enrollment.

  • Flexible membership pricing can be updated for existing members.

  • Attempting to change the billing period will require creating a new version for new members only.


Archiving & Legacy Memberships

  • Archived memberships remain available to legacy members.

  • Admins can view archived versions by switching to the Archived tab in Shop: Memberships.

  • Archiving does not remove access for enrolled members.


Best Practices & Decision Guidance

Use Edit for new & existing members when:

  • Fixing copy or descriptions

  • Adjusting pricing for everyone

  • Updating commitment length

  • Modifying included treatments for all members

Use Edit for new members only when:

  • Launching a new pricing structure

  • Changing billing period logic

  • Testing new benefits without impacting current members

  • Protecting existing member agreements

When in doubt, default to Edit for new members only to avoid unintended changes.


FAQs

Q: Do members receive notifications when edits are made?

A: No. Practices are responsible for communicating changes to members.

Q: Can I change the billing period from monthly to weekly?

A: No. Billing period is locked once a patient is enrolled.

Q: Can I see which members are on legacy versions?

A: Not directly, but you can confirm by reviewing a member’s profile and membership details.

Q: Does editing affect existing charges or past payments?

A: No. Edits only affect future billing and benefits.


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