Skip to main content

Create a special offer (Admin Panel)

Learn how to build a special offer patients can redeem in the Patient App or in-office.

Overview

Special Offers are promotions available to some or all of your app users. You configure discount type, eligible services, dates, and optional promo codes in the Admin Panel. Accepted offers appear on Home, Discover, and in cart when eligible.

This article is for practice owners and marketing staff running MedCommerce promotions.

Before You Start

  • Know whether the offer is in-app (checkout redemption) or in-office (staff redeems at visit).

  • Archiving a treatment or package that is included in an active offer removes it from that offer. Re-add inclusions if you un-archive the item.

  • For automated lifecycle offers (birthday, win-back), see Create an automated offer (Admin Panel).

Why It Matters

Special Offers drive urgency and conversion in Shop while keeping discount rules tied to specific services or memberships.

How It Works

Redemption type:

  • In-app: Patient applies the offer during checkout in the Patient App.

  • In-office: Patient claims the offer; staff redeems during the visit (common for retail-only SKUs).

Discount types:

  • Percentage off eligible items

  • Amount off eligible items

  • Free service (including first month of a membership when configured)

Visibility: Offers create carousel cards on Home and campaign cards on Discover. Edit creative in Promotions; remove Discover cards from App Builder if needed (the offer stays active until expiration).

Optional SMS: Schedule a text blast while creating the offer. See Send text messages (Admin Panel).

Step-by-Step Instructions

Create a special offer

  1. Log in to the Admin Panel.

  2. Open Promotions (Special Offers) from the left navigation.

  3. Click Quick Actions > Create new offer.

  4. Basic information: choose in-app or in-office redemption.

  5. Locations: select all locations or specific sites.

  6. Offer message and headline: write patient-facing copy (examples: “Save 15% on Hydrafacials,” “One week only”).

  7. Creative: upload the image used on Home and Discover.

  8. Discount type: choose Percentage, Amount off, or Free service.

  9. Inclusions / exclusions: select which treatments, packages, or memberships qualify.

  10. Promo code (optional): create a unique or standard code.

  11. Valid dates: set start and end (active midnight start through 11:59 PM end).

  12. Description / disclaimer (optional): add terms. Avoid minimum-spend friction when possible.

  13. Click Create Special Offer.

Offer the first month of a membership free (optional)

  1. Choose Free service as the discount type.

  2. Under Include, select a membership.

  3. Save and publish.

  4. Patient still completes checkout to enroll and add a card for renewals. Future months bill at full price.

Promote with a text message (optional)

  1. Before final save, click Send a text message.

  2. Draft and schedule the SMS blast.

  3. Return to the offer and click Create Special Offer to publish.

Best Practices and Pro Tips

  • Avoid minimum-spend disclaimers unless you also configure precise inclusions/exclusions.

  • Use Include when few SKUs qualify; use Exclude when most catalog items qualify except a short list.

  • Do not delete Discover cards unless you intend to remove marketing surfacing; the offer can remain active without the card.

  • Pair with Buy X Get Y for multi-treatment campaigns. See Set up a Buy X Get Y promotion (Admin Panel).

Common Mistakes and FAQs

Q: What happens if I archive a treatment in an active offer?

A: It is removed from the offer automatically. Re-add it manually if you restore the treatment.

Q: Can existing members use a discounted membership offer?

A: Discounted membership offers target new sign-ups. Use other offer types for current members.

Q: Where do patients see the offer?

A: Home carousel, Discover, eligible cart checkout, and Special Offers areas depending on configuration.

Next Steps and Support

Need help? Email support@repeatmd.com.

Did this answer your question?