Set up automated text message sequences (Admin Panel)

RepeatMD sends system-generated text messages when patients earn automated offers, unlock sign-up rewards, or receive Custom Plans. These sequences help drive visits, encourage purchases, and celebrate milestones without manual sends from your team.

This article is for practice owners, managers, and marketing staff who need to understand what automated texts say and when they go out. To configure the offers and plans that trigger these messages, see the linked setup articles in Next Steps.

Automated sequences keep patients engaged between visits:

Understanding timing and copy helps your front desk answer patient questions and set expectations when patients reply to automated texts.

Send time: All automated text messages go out at 12:00 PM (noon) in your practice’s local timezone (based on the patient’s location assignment where applicable).

System-generated copy: You cannot edit automated text message copy at this time. Messages use RepeatMD’s standard templates with your practice name and app link inserted dynamically.

Cannot disable: Automated texts are a core part of patient engagement. You cannot turn off these system-generated messages independently of the feature that triggers them (for example, pausing a Birthday Offer pauses its texts).

Manual vs. automated: Send text messages (Admin Panel) covers one-time broadcasts you compose yourself. This article covers automated sequences only.

Refer-a-Friend is different: The Refer-a-Friend message is pre-filled in the patient’s texting app when they share your app. It is not an automated sequence from RepeatMD.

Use the sections below as a reference for each sequence type. Configure the underlying offer or plan in Automated Offers, Rewards, or Custom Plans to activate the related texts.

Retention offers target patients who have not checked in to your app within a set period (for example, 60 days). The goal is to re-engage patients before they become inactive.

Sent when a patient meets the retention offer criteria.

Sample message: (Patient first name), you’ve just earned a new offer! Click to view: (link to your app). Valid thru: (offer expiration date)

Sent 2 days before the retention offer expires.

Sample message: Oh no! You only have 2 days before you lose your complimentary offer! Claim here: (link to your app)

Loyalty offers target patients who have checked in multiple times within a set period. These reward your most frequent visitors.

Sent when a patient meets the loyalty offer criteria.

Sample message: Hey (patient first name), thank you for being a loyal patient! Here’s a gift to show our appreciation. Tap to view: (link to your app)

Sent 2 days before the loyalty offer expires.

Sample message: Hurry! Your complimentary gift from us expires in two days! Click here to claim: (link to your app)

Birthday offers send on the patient’s birthday (based on birthdate on their profile).

Sent on the patient’s birthday.

Sample message: Happy Birthday, (patient first name)! We got you a little something, click here to unwrap your gift: (link to your app)

When a patient signs up for your app, they unlock your sign-up reward. Reminder texts encourage redemption if they have not used it yet.

Sent the day after sign-up if the reward has not been redeemed.

Sample message: Hey (patient first name), yesterday you received a reward! Check it out here: (link to your app)

Sent one week after sign-up if the reward has not been redeemed.

Sample message: Good news! You have an unlocked reward waiting for you. Redeem it today: (link to your app)

Sent one month after sign-up if the reward has not been redeemed.

Sample message: (Patient first name), did you forget something? Your reward is still waiting! Redeem it now: (link to your app)

When you create or update a Custom Plan, the patient receives notification and reminder texts.

Sent when a Custom Plan is created.

Sample message: Your custom package is ready! Click here to purchase: (link to your app)

Sent when a Custom Plan is updated.

Sample message: Your custom package has been updated! Click here to purchase: (link to your app)

Sent the day after the Custom Plan is created.

Sample message: Your custom treatment plan is ready! Tap here: (link to your app)

Sent 3 days before the Custom Plan expires.

Sample message: Your plan expires in 3 days. You can buy now, pay later with no interest with Affirm. Tap here: (link to your app)

Sent on the day the Custom Plan expires.

Sample message: Last chance, (patient first name). Your plan expires today. Buy now or easily split payments with Affirm. Tap here: (link to your app)

When a patient uses Refer a Friend in the patient app, their phone’s texting app opens with a pre-filled message. RepeatMD does not send this text automatically.

Pre-filled sample: Join (your business name)’s rewards program today and enjoy (your referral reward) as a thank you for signing up! Tap to join: (link to your app)

Q: Can I customize automated text message copy?

A: Not at this time. All automated texts use system-generated templates. Configure the offer or plan that triggers the message; the SMS copy itself cannot be edited.

Q: What time are automated texts sent?

A: 12:00 PM (noon) in your practice’s local timezone.

Q: Can I turn off automated text messages?

A: Not independently. Automated texts are tied to live Automated Offers, Rewards, and Custom Plans. Pausing or archiving the underlying feature stops its related texts.

Q: How is this different from Send text messages in the Admin Panel?

A: Text Messaging is for manual, one-time broadcasts you compose. This article covers automated sequences triggered by offers, rewards, and Custom Plans.

Q: Why did a patient get a sign-up reward reminder but not a birthday text?

A: Sign-up reward reminders and birthday texts are separate sequences with different triggers. Confirm the patient has a birthdate on their profile and that your Birthday Offer is configured. See Understand and troubleshoot birthday offers (Admin Panel).

Q: Do non-account Custom Plan patients receive these texts?

A: Custom Plan creation and reminder texts send to the phone number on the plan. Non-account patients do not receive general marketing texts from your app until they create an account and opt in.

Need help? Email support@repeatmd.com