Overview
Discover cards appear in the Discover tab of your patient app. Use them to highlight treatments, events, external links, review requests, and seasonal promotions. Each card has a title, a headline, an image, a button, and an optional full description. You can create cards, save them as drafts, schedule them to go live and to come down, and drag them into the order patients see.
This article is for practice owners, managers, and admins who build and refresh patient-facing content in the Admin Panel.
Before You Start
Open Your Catalog → Discover Cards in the left-side navigation.
Have ready: a card title, a headline, an image, and where the button should go (the full card, a link, or your practice's phone number).
If you have multiple locations, decide whether this card applies to All locations or specific locations only. For location-specific links (such as Google review pages), create one card per location.
Some Discover cards are created by promotions or by RepeatMD. You can see where each one comes from on the list. See How It Works.
Why It Matters
Discover cards keep patients engaged between visits:
Surface timely offers without waiting for patients to browse the shop.
Drive action with buttons for booking, shopping, calling your office, or leaving a review.
Educate on new services with images and full descriptions patients see when they tap Learn More.
Plan ahead by scheduling a card to go live on a date and to disappear when an offer ends.
Prioritize high-value content by reordering so the most important cards appear first.
Work with texts and promotions. A text message can link straight to a Discover card, so patients see your image, headline, and button when they tap.
How It Works
Where cards appear: Discover cards show in the Discover tab of the patient app. The Discover Cards page lists them, with a Patient app preview beside the list so you can see exactly what patients see at each location.
Live and drafts: The page has two tabs: Live and Drafts, each showing a count. A card is a draft until you publish it, and patients never see drafts. Publishing a card puts it live at the top of the feed. A draft only needs a title. To publish, a card also needs a headline and at least one location.
The card: The editor has a Patient app preview with two views: Feed (the card as patients scroll) and Learn More page (what opens when they tap through).
Title (up to 50 characters): the name you see in the list.
Headline (up to 300 characters): shown on the card. Patients see up to five lines.
Full description: shown when a patient taps Learn More. Start a line with # to make it a heading. If you leave it blank, the headline is shown instead.
Image: shown at 16:9. For a sharp image, use at least 1200 × 675 px, JPEG or PNG, up to 2 MB. Choose Upload, Image library (professional images curated by RepeatMD, free to use), or Find a match (suggests images based on your title, so add a title first). Click Remove to clear it.
What the button does: Under Button, choose one of three options.
Opens the full card: opens the Learn More page. If you leave the button text blank, it says Learn More.
Opens a link: sends patients to a booking page, review page, video, or any other link.
Calls the practice: opens the phone dialer.
Type your own Button text (up to 25 characters) or click a popular button: Book now, Buy now, Call now, Learn more, Leave a review, or Shop now. The button text should match where the button goes.
Links and phone numbers:
Link: paste the page patients should go to. If you leave off
https://, it is added for you.Phone number: enter a 10-digit US phone number. It is formatted automatically, so you don't need to type
tel:+1or worry about spaces and hyphens. Only US phone numbers are supported.
Locations: Patients only see a card at the locations you pick. Choose All locations or check specific ones. At least one location is required to publish.
Show on link in bio: This toggle controls whether the card also appears on your public link-in-bio page. Turn it off to keep the card in the Discover tab but off that page.
Scheduling: The Schedule section lets you set a date for the card to go live and a date for it to come down. Times are in your browser's time zone, and dates must be in the future.
Publish on (drafts only): the card stays a draft until then, then goes live at the top of the feed. When you set a date, the Publish card button becomes Schedule.
Delete on (any card): the card is permanently deleted at this time and can't be restored. The delete date must be after the publish date.
Cards with a schedule show Publishes or Deleted and the date on their row in the list.
Where cards come from: Cards you create here can be fully edited. Cards that belong to a promotion show a Promotion label, and their menu offers Edit in Promotions instead of editing in place. Cards created from a special offer have Edit special offer. A few cards are managed by RepeatMD and are pinned at the bottom of the list ("Always at the bottom"). You can't move those.
Order: Drag cards to set the order patients see. The top card gets the most visibility. The order is the same at every location, and a card only appears at the locations you picked for it. After you move a card, a Card order saved message appears with an undo.
After you save: Saving a draft does not change what patients see. Publishing or saving changes to a live card updates the Discover tab, and patients see the update the next time they open it.
Step-by-Step Instructions
Create a Discover card
In your Admin Panel, go to Your Catalog → Discover Cards.
Click New card.
Under Content, enter a Title (the internal name in your list) and the Headline patients see on the card. Add a Full description if you want more detail on the Learn More page.
Under Image, click Upload, Image library, or Find a match and choose your picture.
Set the button, locations, and link in bio
Under Button, choose what it does: Opens the full card, Opens a link, or Calls the practice.
Enter the Button text or click a popular button, such as Book now or Leave a review. For a link, paste the page in Link. For a call, enter the 10-digit Phone number.
Under Locations, leave All locations selected or check only the locations where patients should see the card.
Turn Show on link in bio off if you don't want this card on your public link-in-bio page.
Save as a draft or publish
Check the Patient app preview. Switch between Feed and Learn More page to see both views.
To finish later, click Save as draft. The card appears on the Drafts tab and patients don't see it.
To go live now, click Publish card. The card appears on the Live tab at the top of the feed.
Schedule a card to go live or come down
Open a draft card, or create a new card, and scroll to Schedule.
For a draft, set Publish on to the date and time the card should go live. The card stays a draft until then.
To remove the card automatically, set Delete on. Choose a time after the publish time. Delete on is available for live cards too.
Click Schedule (it replaces Publish card when Publish on is set). A Card scheduled message confirms it.
Edit a Discover card
Go to Your Catalog → Discover Cards and find the card. Use Search cards or the All locations filter to narrow the list.
Click the three dots on the right side of the row and select Edit card. For a card that belongs to a promotion, select Edit in Promotions. For a special offer card, select Edit special offer.
Update any field: content, image, button, locations, link in bio, or schedule.
Click Save changes on a live card, or Save as draft or Publish card on a draft. If you leave without saving, choose Keep editing or Discard changes.
Reorder Discover cards
On the Live tab, click and drag a card to a new position, then release.
To jump to the ends of the list, click the three dots on a card and select Move to top or Move to bottom.
Check the Patient app preview, and use the location selector to confirm the order at each location. Switch to Location coverage to see which cards each location shows.
Duplicate or delete a card
Click the three dots on the card's row.
To reuse a card, select Duplicate as draft. A copy is saved on the Drafts tab for you to change and publish.
To remove a card, select Delete, then confirm in Delete this card?. The card is removed from Discover at every location and this can't be undone.
Start from your catalog
On the Discover Cards page, click Generate drafts from catalog to create draft cards from items in your catalog.
Open the Drafts tab and review each draft.
Edit the headline, image, and button, then click Publish card.
Best Practices and Pro Tips
Match the button to the destination. Use Leave a review only when the link goes to your Google review page or another review site.
Refresh cards regularly. Replace stale cards so the Discover tab stays current.
Schedule limited-time offers. Set Delete on to the end of the offer so the card never outlives it. Remember it can't be restored.
Build ahead in Drafts. Save a card as a draft and set Publish on so it goes live on launch day.
Use one card per location-specific link. If each location has its own Google review URL, create separate cards per location.
Test your link after every edit by opening it in a browser.
Keep headlines short. Patients see up to five lines, so lead with the benefit or action.
Use a 1200 × 675 px image so it stays sharp at 16:9.
Pair a card with a text. Link a text message to the card so patients land on your image and button. See Send text messages (Admin Panel).
Common Mistakes and FAQs
Q: My link does not work in the patient app. What went wrong?
A: Open the link in a browser to make sure the page loads. https:// is added automatically if you leave it off, but a typo in the address will still break it.
Q: How do I add a phone number to a card?
A: Under Button, choose Calls the practice and enter a 10-digit US phone number. It is formatted for you. You no longer need to type tel:+1.
Q: Can one card target multiple locations?
A: Yes. Select All locations or check several. If each location needs a different link, create separate cards.
Q: What button options are available?
A: Choose Opens the full card, Opens a link, or Calls the practice. For the label, type your own text or click a popular button: Book now, Buy now, Call now, Learn more, Leave a review, or Shop now.
Q: Why can't I publish my card?
A: To publish, a card needs a headline and at least one location. A draft only needs a title.
Q: I don't see Publish on. Where is it?
A: Publish on only appears for cards that aren't published yet. Open a draft, or create a new card, to set it. Delete on appears on every card.
Q: Can I delete a Discover card?
A: Yes. Click the three dots, choose Delete, and confirm. The card is removed at every location and can't be restored. Cards that belong to a promotion are changed through the promotion (Edit in Promotions).
Q: How do I move a card to the top of the Discover tab?
A: Drag the card to the first position, or click the three dots and choose Move to top.
Q: Will edits affect patients who already saw the old card?
A: Yes, for live cards. Patients see your saved changes the next time they open the Discover tab. Drafts are never shown to patients, so you can keep editing them safely.
Q: What are the cards at the bottom that I can't move?
A: These are managed by RepeatMD and are always pinned at the bottom of the list.
Next Steps and Support
Need help? Email support@repeatmd.com