Overview
A milestone bonus is a reward that unlocks automatically after a member reaches a defined enrollment milestone (for example, 3, 6, or 12 months). Patients can preview upcoming milestone bonuses in the app before they unlock, which gives them a reason to stay enrolled.
This article is for practice owners, managers, and admins who want to reward long-term members with treatments or perks based on how long they stay enrolled and to reduce membership churn.
Before You Start
You must have Administrator or Manager access to manage memberships.
Open Memberships from the Catalog -> Services section of the left-side navigation.
Milestone bonuses can be added to both new and existing memberships.
Milestone bonuses are compatible with flexible billing memberships and Beauty Bank memberships.
Patients can preview milestone bonuses in the app before they unlock.
How milestone bonuses work:
Milestone bonuses unlock automatically after a member reaches the defined enrollment milestone.
Once earned, milestone bonuses never expire.
If a patient cancels before a milestone unlocks, they do not receive the bonus.
If a patient cancels after a milestone unlocks, they can still redeem the bonus.
Unlocked milestone bonuses appear in the patient’s Wallet in the app.
Milestone bonuses do not affect billing cadence or membership pricing.
Editing milestone bonuses on live memberships: Milestone bonuses can be edited even when a membership has active members. When you save edits, choose Edit for New & Existing Members (changes apply to everyone) or Edit for New Members Only (changes apply only to future enrollments).
Why It Matters
Milestone bonuses reward loyalty and reduce mid-term cancellations:
Reduce churn at renewal points. A bonus at 6 or 12 months gives members a tangible reason to stay enrolled through common cancellation windows.
Increase lifetime value. Long-term members who earn milestone rewards tend to redeem more services over time.
Create visible progress. Patients see upcoming milestones in the app, which reinforces the value of staying enrolled.
Complement sign-up bonuses. Sign-up bonuses drive initial enrollment; milestone bonuses retain members after the honeymoon period.
Video Walkthrough
Step-by-Step Instructions
Add a milestone bonus to a membership
Log in to your Admin Panel.
Click Memberships in the Catalog -> Services section of the left-side navigation.
Create a new membership or edit an existing one.
Click + Add Milestone Bonus.
Enter a Bonus Description (this is visible to patients).
Select when the milestone bonus unlocks (for example, after 3, 6, or 12 months).
Choose how the bonus is redeemed:
Include All – the member receives all included treatments.
Choose From – the member selects from a list of treatments.
If Choose From is selected, set how many treatments the member can choose.
Add treatments to the milestone bonus:
Search for and select an existing treatment.
Enter the quantity the member receives.
(Optional) Click Add another treatment to include additional options.
Remove any treatment using the trash icon.
Click Save and add to Membership.
Add a membership-only bonus item
Use this sub-flow when you want to include something not sold in your shop. This creates a membership-only item that does not appear in your shop catalog.
Click Select a treatment, then choose + Create a new treatment.
Enter the required details.
Click Save and add to membership treatments.
Best Practices and Pro Tips
Place milestones at common retention drop-off points. Bonuses at 3, 6, and 12 months cover the most frequent cancellation windows.
Make upcoming milestones visible in the bonus description. Patients see this text in the app; remind them what they are working toward.
Use “choose from” for flexibility. Letting members pick from a short list of treatments increases perceived value without locking you into one service.
Stack milestones across the membership lifecycle. Multiple milestones at increasing intervals create a loyalty ladder.
Choose the right edit scope. Use Edit for New Members Only when you want to improve milestones for future enrollments without changing what existing members are tracking toward.
Common Mistakes and FAQs
Q: Do milestone bonuses expire?
A: No. Once earned, milestone bonuses never expire.
Q: What happens if a patient cancels their membership?
A: If they cancel before the milestone unlocks, they do not receive the bonus. If they cancel after the milestone unlocks, they can still redeem the bonus.
Q: Can patients see milestone bonuses before they unlock?
A: Yes. Patients can preview the milestone bonus and see when it will unlock.
Q: Where do patients redeem milestone bonuses?
A: Unlocked milestone bonuses appear in the patient’s Wallet in the app.
Q: Can milestone bonuses be used with Beauty Bank or flexible billing?
A: Yes. Milestone bonuses work with both.
Q: Can I edit a milestone bonus on a membership with active members?
A: Yes. Choose Edit for New & Existing Members to apply changes to everyone, or Edit for New Members Only to limit changes to future enrollments.
Q: Does adding a milestone bonus change membership pricing?
A: No. Milestone bonuses do not affect billing cadence or membership pricing.
Next Steps and Support
Need help? Email support@repeatmd.com