Overview

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

Certain high-impact fields (Price, Commitment Period, and Included Treatments) are locked on the admin panel for the Edit for new & existing members path. These changes are handled by RepeatMD Services so that existing members receive the required 30-day advance notification.

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
Under Edit for new & existing members, the following fields appear greyed out and cannot be edited directly by the practice:
- Price
- Commitment Period
- Included Treatments
To update any of those three fields for existing members, contact RepeatMD Services at services@repeatmd.com.
Membership billing period (billing cadence) cannot be changed once a patient is enrolled.

Why These Fields Are Locked

Price, commitment period, and included treatments are the terms your members agreed to at enrollment. Changing any of them without proper notice can create compliance, billing, and retention issues.

RepeatMD locks these fields on the admin panel as a safeguard. When you request one of these changes through RepeatMD Services, our team coordinates the update so that existing members are notified of the change at least 30 days in advance, in line with your Terms and Conditions. This protects both your practice and your members.

If you need to change any of these three fields for existing members, email services@repeatmd.com with the membership name, the field you want to update, and the new value. Services will confirm the 30-day notification plan and apply the change once the notice window is complete.

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. Price, commitment period, and included treatments are greyed out on this path and must be updated through RepeatMD Services.
Edit for new members only Creates a new version of the membership for future enrollments. Existing members remain on the original version, with their original price, commitment, and included treatments intact.

Choosing the correct option is critical, especially when changing anything that affects existing member agreements.

Step-by-Step Instructions

Access the Membership Editor

Log in to your Admin Panel.
Go to App Builder.
Select Shop: Memberships.
Find the membership you want to edit.
Click the three-dot menu on the right.
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 non-agreement changes to apply immediately to everyone.

What you can edit on this path:

Membership name
Sign-up bonuses
Milestone bonuses
Beauty Bank settings
Rollover settings
Visibility and availability
Member benefits (non-treatment)

What is greyed out on this path:

Price
Commitment Period
Included Treatments

To update any of the greyed-out fields for existing members, contact RepeatMD Services at services@repeatmd.com. Services will handle the 30-day member notification and apply the change once the notice window is complete.

Additional behavior:

Changes to editable fields apply instantly to all active members.
No notification is sent to members automatically by RepeatMD. Your practice is responsible for communicating any changes to your members, in line with your Terms and Conditions.
Membership billing period (billing cadence) cannot be edited on this or any other path.

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 is not labeled directly, but can be confirmed by reviewing a member's profile and membership details.

What You Can Edit on the Admin Panel

Admins can edit the following membership fields directly:

Membership name
Sign-up bonuses
Milestone bonuses
Beauty Bank settings
Rollover settings
Visibility and availability
Member benefits (non-treatment)

What Requires RepeatMD Services

The following fields are greyed out under Edit for new & existing members. To update them for existing members, email services@repeatmd.com:

Price
Commitment Period
Included Treatments

These fields can still be changed freely using Edit for new members only, because that path creates a new version of the membership and does not alter any existing member's agreement.

What Cannot Be Edited at All

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 updates for existing members must also be requested through RepeatMD Services, for the same 30-day notification reason.
Attempting to change the billing period will require creating a new version for new members only.

Archiving and 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 and Decision Guidance

Use Edit for new & existing members when:

Fixing copy or descriptions
Updating sign-up or milestone bonuses
Adjusting Beauty Bank or rollover settings
Updating visibility or availability

Contact RepeatMD Services at services@repeatmd.com when:

You need to change price for existing members
You need to change commitment period for existing members
You need to change included treatments for existing members

Use Edit for new members only when:

Launching a new pricing structure for future enrollments only
Changing billing period logic
Testing new benefits without impacting current members
Protecting existing member agreements

Pro tip: When in doubt, default to Edit for new members only to avoid unintended changes to existing members.

Common Mistakes and FAQs

Q: Why are Price, Commitment Period, and Included Treatments greyed out when I choose Edit for new & existing members?

A: These three fields represent the core terms of your members' agreements. RepeatMD locks them on the admin panel so that existing members always receive at least 30 days' notice before any change takes effect. To update these fields, email services@repeatmd.com and Services will coordinate the notification and the change on your behalf.

Q: How do I change the price, commitment period, or included treatments for existing members?

A: Email services@repeatmd.com with the membership name, the field you want to update, and the new value. Services will confirm the 30-day notification plan and apply the change once the notice window is complete.

Q: Can I change these fields without waiting 30 days?

A: Not for existing members. If you need the change to apply immediately and only to new enrollments, use Edit for new members only to create a new version of the membership. Existing members remain on the original version.

Q: Do members receive notifications when edits are made?

A: RepeatMD does not send automatic notifications for admin-editable fields. For changes routed through Services (price, commitment period, included treatments), the 30-day notification is coordinated as part of the change process.

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

A: No. Billing period is locked once a patient is enrolled. Use Edit for new members only to create a new version with a different billing cadence.

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.