Before diving into the process, it's important to note that there are two effective methods for editing memberships:
Duplicate and Archive
If you duplicate and archive, it will only affect anyone who enrolls in the membership after you've made the updates.
These edits will not affect any currently enrolled members.
Any members that were enrolled before the updates, will continue to see the membership benefits and treatment inclusions they had when they enrolled.
Edit for All
You are required to notify any enrolled members within 30 days of making updates to a membership with the option to unenroll.
Once those 30 days are up, edits can be made and will reflect for anyone currently enrolled in that Membership.
Editing your Memberships
To edit your memberships, please follow the steps below:
1. Log into your Admin Dashboard
2. Click on the ‘App Builder’ tab on the left side of your screen
3. Select the ‘Memberships’ tab on the top-center of your screen
4. Find which Membership you want to edit in the Membership list
5. Click on the 3-dot menu on the far right of that Membership
6. Select ‘Edit Membership'
7. Acknowledge the following pop-up:
Note: In compliance with legal requirements, it is mandatory to provide a 30-DAY NOTICE to all currently enrolled members before making any changes to the membership. This ensures that they are informed about the updates and can decide whether to continue or cancel their enrollment.
For a detailed understanding, you can review RepeatMD's Terms & Conditions, which your patients agree to upon purchasing a membership through you app.
8. If you are ready to continue editing your Membership, select 'Edit membership anyway'
9. You can then review all the membership information and make any edits you see fit.