Overview
Visit rewards unlock after a patient reaches a set number of visits at your practice. They can be redeemed in-app or in-office and configured as a percentage off, a dollar amount off, or a free service or product. This article covers creating visit rewards manually, generating them with AI, editing and publishing drafts, and archiving or republishing rewards you no longer want available to patients.
This article is for practice owners, managers, and admins building or updating visit rewards in the Admin Panel.
Before You Start
You must have Administrator or Manager access to create, edit, archive, or republish visit rewards.
Visit rewards live in the Visit Rewards section of the Rewards page, under Rewards in the MedCommerce Engine section of the left-side navigation.
You can have as many visit rewards live at once as you want, but only one visit reward per visit count. Two rewards cannot both unlock at the same visit milestone (for example, two different rewards unlocking at 3 visits).
Visit rewards do not include an image. They display as a text-based offer with a title and optional disclaimer.
Why It Matters
Visit rewards drive the behavior that grows your practice: repeat visits, in-app purchases, and patient loyalty. A well-designed visit rewards library:
Rewards the behavior you want. Patients earn rewards by visiting, which reinforces the habit of coming back.
Gives patients something to work toward. A full ladder of milestones keeps patients engaged across their entire lifecycle.
Supports in-app and in-office use cases. Offer in-app rewards for services redeemable through the patient app, and in-office rewards for items like retail or skincare not sold in-app.
Opens optional flexibility with RepeatCash. Patients can convert rewards into banked dollar value for future purchases.
Scales through AI generation. The Generate Rewards tool produces 27 visit reward drafts from your catalog in a single click.
How It Works
How patients earn visits. Patients earn visits toward unlock milestones two ways:
In-app purchases through the RepeatMD patient app.
Patient check-ins at your practice.
Unlock milestone rule. Each visit count can have only one live visit reward attached to it. You can have a reward at 2 visits, another at 3 visits, another at 6 visits, and so on, but you cannot have two different rewards both unlocking at 3 visits.
In-app vs. in-office redemption. The Reward valid setting controls where a patient redeems. In-app is for services and products available in your patient app. In-office is for items not sold in-app, like retail or skincare, and signals the patient redeems at the front desk.
Included services and discount behavior. The reward applies to the services or products you choose under Included Services. Use Includes when targeting specific items ("Save 25% on Hydrafacial"), and Excludes when the discount applies broadly ("15% off all services except Toxin"). If a membership is among the included items, the discount applies only to the first month. All subsequent renewals are billed at the original price.
RepeatCash conversion. When Convertible to RepeatCash is toggled on, set the RepeatCash value for the reward. This is the dollar value the patient receives if they choose to convert the reward into RepeatCash instead of redeeming it directly. The RepeatCash value can be different from the reward's face value. Set it to whatever your practice is comfortable applying toward future purchases.
Archive impact on patients. When you archive a visit reward:
Patients who have unlocked but not yet redeemed the reward will see it removed from their unlocked rewards list.
Patients who have already redeemed the reward will still see it in their redeemed reward history, but cannot redeem it again.
Edit impact on patients. When you edit a live visit reward, the update applies to patients who have not yet interacted with the reward in a final way. Patients who have already redeemed or converted the reward to RepeatCash keep the original version.
Archiving an included treatment. If you archive a treatment that's included in an active visit reward, it will be removed from that reward. If you republish the treatment later, you will need to manually add it back to the reward.
Step-by-Step Instructions
Create a visit reward manually
Log in to your Admin Dashboard.
Click Rewards in the MedCommerce Engine section of the left-side navigation.
In the Visit Rewards section, click + Create a new reward in the bottom right of the section.
In the Create a visit reward drawer, fill in Basic Reward Information:
Reward valid: Choose In-app or In-office.
Reward title: Enter the offer (up to 100 characters). Example: "75% off an overnight lip mask."
Disclaimer (optional): Enter any conditions. Example: "with purchase of Hydrafacial."
Set Unlocks at __ visits to the visit count that unlocks this reward. Remember, each visit count can only have one reward attached.
Under Valid Locations, select All or check specific locations.
Under Discount Type, choose one:
Percentage then enter the % off amount.
Set $ amount then enter the dollar amount off.
Free Service to offer a free service or product.
Under Included Services, select Includes or Excludes, then use Select included services to choose the services or products the reward applies to.
Under Is there a minimum order total required to use this reward?, select Yes or No. If Yes, enter the minimum amount.
Toggle Convertible to RepeatCash on if patients can convert the reward into RepeatCash. When enabled, set the RCash value (the dollar amount the patient receives upon conversion).
Finish the reward:
Click Save as draft to save without publishing, or
Click Publish reward to make it live.
Published visit rewards appear immediately in the Available tab of the Visit Rewards section.
Generate visit rewards with AI
To generate a full batch of visit reward drafts from your catalog, click Generate Rewards in the top right of the Rewards page. A single run produces one sign-up reward draft plus 27 visit reward drafts, all pulled from your uploaded services and products.
For prerequisites, generation behavior, and publishing guidance, see Generate rewards with AI (Admin Panel).
Edit and publish a visit reward draft
On the Rewards page, click the Drafts tab in the Visit Rewards section.
Find the draft visit reward you want to publish.
Click the three dots on the right side of the reward.
Make any final changes to the title, disclaimer, visit count, locations, discount type, included services, minimum order, or RepeatCash conversion settings.
Click Publish Reward.
The reward moves to the Available tab. If another live visit reward already uses the same visit count, you'll need to adjust the count or archive the conflicting reward first.
Edit a live visit reward
Click the Available tab in the Visit Rewards section.
Find the live reward.
Click the three dots on the right side of the reward.
Select Edit Reward.
Update any field, then Save visit reward.
For how edits affect patients who have already unlocked or redeemed the reward, see the How It Works section of Manage your rewards (Admin Panel).
Archive a visit reward
On the Rewards page, click the Available tab in the Visit Rewards section.
Find the reward you want to archive.
Click the three dots on the right side of the reward.
Select Archive Reward.
The reward moves to the Archived tab and is no longer available to new patients.
Republish an archived visit reward
Click the Archived tab in the Visit Rewards section.
Find the reward you want to bring back.
Click the three dots on the right side of the reward.
Select Republish Reward.
The reward returns to the Available tab. If another live visit reward already uses the same visit count, resolve the conflict first by adjusting the archived reward's visit count or archiving the other.
Bulk delete draft visit rewards
If you have drafts you don't plan to publish, clear them out at once.
Open the Drafts tab in the Visit Rewards section.
Click Bulk Delete at the top of the drafts list.
In the multi-select flow, choose the drafts you want to remove. Use Select All to select every draft in view. You can delete up to 28 drafts at a time.
Confirm the deletion.
Best Practices and Pro Tips
Avoid minimum spend when possible. Minimums can reduce engagement. Use them only when protecting margin is critical.
Space milestones strategically. Place rewards across early, mid, and long-term visit counts (for example, 2, 3, 6, 9, 12, 15) so patients always have a next milestone to work toward.
Lead with value. "$100 towards a syringe of Filler" lands harder than "Filler discount available."
Use Includes when targeting specific items; use Excludes when the discount applies broadly. Selecting a treatment under Includes automatically excludes all others. Use Excludes when it's easier to list the exceptions.
Set the RepeatCash value deliberately. The RepeatCash conversion value doesn't have to match the reward's face value. Use a value that makes sense as in-app credit for your practice.
Iterate with drafts. Save iterations as drafts and refine with your team before publishing. Patients never see drafts.
Use memberships as a sign-up or referral incentive. Rewards tied to memberships work best as a sign-up or referral incentive rather than as a mid-journey visit reward.
Review quarterly. A stale rewards library trains patients to stop engaging. Refresh the mix every 90 days.
Keep the Drafts tab lean. Use Bulk Delete to clear drafts you won't publish, so the tab stays easy to scan.
Common Mistakes and FAQs
Q: Can two different visit rewards unlock at the same visit count?
A: No. Each visit count can have only one live visit reward. If you want a new reward to unlock at a visit count that's already taken, archive the existing reward first or change one of the visit counts.
Q: How do patients earn visits?
A: Patients earn visits two ways: through in-app purchases and through patient check-ins at your practice.
Q: Can I offer the first month of a membership for free?
A: Yes. You can include a membership in a free-service visit reward. The free month applies only to the first month; renewals are billed at the original price.
Q: Why doesn't the visit reward have an image field?
A: Visit rewards (and all reward types) are text-based. They display the Reward title and Disclaimer to patients, not an uploaded image.
Q: What's the difference between In-app and In-office redemption?
A: In-app is for services and products available in your patient app, redeemable directly through the app. In-office is for items not sold in-app (for example, retail or skincare) and signals the patient redeems with a team member during their visit.
Q: Can I set a RepeatCash value that's different from the reward's face value?
A: Yes. When Convertible to RepeatCash is toggled on, the RCash value field is independent of the reward's face value. Set it to whatever amount your practice is comfortable applying toward future purchases.
Q: What's the difference between Includes and Excludes in Included Services?
A: Use Includes when the reward applies to specific services or products. Use Excludes when the reward applies broadly and you want to carve out exceptions. Examples: "Save 25% on Hydrafacial" uses Includes (with Hydrafacial selected). "15% off all services except Toxin" uses Excludes (with Toxin selected).
Q: Does editing a live visit reward affect patients who already unlocked or redeemed it?
A: Edits apply to patients who have not yet interacted with the reward in a final way. Patients who already redeemed the reward, or converted it to RepeatCash, keep the original version. Patients who unlocked but have not yet redeemed see the updated version.
Q: What happens to patients when I archive a visit reward?
A: Patients who unlocked but did not redeem lose access to the reward. Patients who already redeemed it keep it in their history but cannot redeem it again.
Q: What happens if I archive a treatment that's included in an active visit reward?
A: The treatment is removed from the reward. If you republish the treatment later, you'll need to manually add it back to any rewards it was part of.
Q: Do discounted membership rewards apply to patients who are already enrolled?
A: No. Discounts on memberships do not apply to currently enrolled members. They affect only new sign-ups.
Q: Who can create, edit, archive, or republish visit rewards?
A: Both Administrators and Managers have full access. Lower-access roles cannot.
Next Steps and Support
Need help? Email support@repeatmd.com.