Overview
Archiving removes a treatment or package from the patient app and prevents new purchases without deleting past orders or disrupting membership billing. Use archiving when you discontinue a service, seasonal offer, or package but need patients who already bought it to retain access.
This article covers archiving and unarchiving treatments and packages, including what happens when those items are tied to promotions, memberships, or rewards. It also shows how to schedule an archive or republish for a future date and time, which works for treatments, packages, and products.
This article is for practice owners, managers, and admins who need to remove services from the app safely.
Before You Start
You must have Marketing, Manager, or Administrator access to archive treatments and packages.
Open Treatments or Packages from the Your Catalog section of the left-side navigation. For products, open Products → MyProducts Catalog → Catalog.
Treatments and packages can be archived and unarchived at any time (subject to the blocking rules below).
Archiving hides the item from the app and prevents new purchases.
Archiving does not affect past purchases or membership billing.
Review linked promotions, memberships, and rewards before archiving. You may need to add a replacement first.
To schedule an archive or republish, you need access to all of your locations. The Schedule archive or republish option is turned off for users who only have access to some locations.
Scheduling is available for treatments, packages, and products. It is not available for memberships.
Why It Matters
Archiving correctly protects patient trust and program integrity:
Patients who already purchased keep access to treatments and packages in their wallet.
New patients cannot buy discontinued services, keeping your in-app catalog aligned with what you offer in the office.
Promotions, memberships, and rewards stay valid when multiple eligible options exist, without manual cleanup in most cases.
Blocking prevents broken programs when an archived item is the only option left in a promotion, membership, or reward.
How It Works
What archiving does: Archiving immediately hides the treatment or package from the patient app and prevents future purchases. Patients who already purchased or redeemed the item are not affected.
Past purchases and billing: Archiving does not reverse past orders. Membership billing continues as normal, but the archived treatment or package no longer appears as a redeemable option within the membership.
Promotions, memberships, and rewards update automatically when you archive an item that is one of multiple eligible options. The archived item is removed from those programs. Patients who already redeemed the treatment or package see no change. Patients who have not yet redeemed no longer see the archived option.
If the item is the only option in a promotion, membership, or reward, you are blocked from archiving. RepeatMD prevents you from breaking a program that would have zero eligible options. You must first add a replacement treatment or package, or remove the promotion, membership benefit, or reward. Once another option exists, you can archive the original item.
Unarchiving does not reconnect automatically: When you unarchive a treatment or package, it becomes available for new purchases again, but you must manually re-add it to any promotions, memberships, or rewards where it was previously included.
Scheduled archive and republish: Instead of archiving right away, you can pick a date and time for an item to be archived (Archive on) and, for an item that is already archived, a date and time for it to come back for sale (Republish on). When the time arrives, the item is archived or republished automatically. You can set both dates together to run a limited-time item, such as a seasonal treatment that is republished for the summer and archived again in the fall. Republish must come before archive. Times are in the time zone of the easternmost active location the item is sold at, and the dialog shows that time zone. If none of its locations has a time zone on record, times use your own time zone.
Scheduling follows the same rules as archiving: an archived item is hidden from the app and can't be bought, and unarchiving does not reconnect it to promotions, memberships, or rewards. Review linked programs before the scheduled date.
Treatments vs. packages: The archive flow is the same for both. Use Treatments or Packages under Your Catalog depending on what you are archiving.
Step-by-Step Instructions
Archive a treatment
Log in to your Admin Dashboard.
Click Treatments in the Your Catalog section of the left-side navigation.
Find the treatment you want to archive.
Click the three-dot menu on the right side.
Select Archive Treatment.
Review the warning message. If the treatment is linked to promotions, memberships, or rewards, confirm you understand the impact.
Confirm to archive.
Once archived, the treatment is immediately hidden from the patient app.
Archive a package
Log in to your Admin Dashboard.
Click Packages in the Your Catalog section of the left-side navigation.
Find the package you want to archive.
Click the three-dot menu on the right side.
Select Archive Package.
Review the warning message and confirm.
Once archived, the package is immediately hidden from the patient app.
Unarchive a treatment or package
Open Treatments or Packages in the Your Catalog section.
Switch to the Archived tab or filter to archived items.
Find the item and open the three-dot menu.
Select Unarchive Treatment or Unarchive Package.
Manually re-add the item to any promotions, memberships, or rewards where it should appear again.
Schedule an archive or republish
Go to Your Catalog → Treatments or Packages. For a product, go to Your Catalog → Products, click MyProducts Catalog, and open the Catalog tab.
Find the item. For treatments and packages, use the Available tab to schedule an archive, or the Archived tab to schedule a republish. For a product, use the Active filter, or clear it to find archived products.
Click the three-dot menu on the right side of the row and select Schedule archive or republish.
In the Schedule archive or republish window, check the item name at the top, then set the date and time (see below). Click Save schedule.
In the window:
Archive on: always shown. Click Select date and time and pick when the item should be archived.
Republish on: shown only when the item is already archived. Pick when it should go back on sale.
Times must be in the future, in 15-minute steps. A hint under the fields shows which time zone applies.
A Schedule saved message confirms it.
Change or remove a schedule
Open the item's three-dot menu and select Schedule archive or republish again.
To change the date, pick a new date and time and click Save schedule.
To cancel the schedule, click Remove schedule. This button only shows when a schedule exists. A Schedule removed message confirms it.
Click Close to leave the window without changes.
Best Practices and Pro Tips
Check linked programs before archiving. Open promotions, memberships, and rewards that reference the treatment or package so you know what will update automatically.
Add a replacement before archiving sole options. If the item is the only eligible option in a program, add another treatment or package first to avoid the archive block.
Document what you unarchive. After unarchiving, walk through each linked promotion, membership, and reward to re-add the item. Unarchiving alone does not restore those connections.
Archive instead of deleting when patients hold unredeemed units. Archiving preserves wallet access for patients who already purchased.
Coordinate with your team when archiving high-volume services. Front desk and clinical staff should know the service is no longer purchasable in the app.
Schedule limited-time items. Set Archive on for the end of a seasonal treatment, package, or product so you don't have to remember to remove it.
Plan launches with Republish on. Keep a returning item archived until its start date, then schedule it to come back.
Check linked programs before the scheduled date. Add replacements to any promotion, membership, or reward that depends on the item.
Common Mistakes and FAQs
Q: Can patients still redeem treatments or packages they already purchased?
A: Yes. Archiving only prevents new purchases. Patients who already bought the treatment or package retain access in their wallet.
Q: Does archiving affect membership billing?
A: No. Billing continues as normal. The archived treatment or package will no longer appear as a redeemable option within the membership.
Q: Why can I not archive a treatment or package?
A: It may be the only option tied to a promotion, membership, or reward. Add a replacement treatment or package, or remove the program, then try archiving again.
Q: What happens if the treatment is one of several options in a membership or reward?
A: The archived item is removed from that program automatically. Patients who already redeemed it are unaffected. Patients who have not yet redeemed no longer see the archived option.
Q: Can I unarchive a treatment or package later?
A: Yes. Unarchiving restores the item for new purchases, but you must manually re-add it to any promotions, memberships, or rewards.
Q: Will archived treatments or packages appear in the app at all?
A: No. Archived treatments and packages are completely hidden from the patient app.
Q: Should I archive or edit when I am changing pricing?
A: Edit the treatment if you are updating pricing or details. Archive when you are removing the service from sale entirely. See Edit a treatment (Admin Panel).
Q: Can I schedule an item to be archived later?
A: Yes. Click the three-dot menu on a treatment, package, or product, select Schedule archive or republish, set Archive on, and click Save schedule.
Q: Can I schedule an archived item to come back?
A: Yes. Open the archived item's menu, select Schedule archive or republish, and set Republish on. This field only appears for archived items.
Q: What time zone does the schedule use?
A: The time zone of the easternmost active location where the item is sold. The window shows it under the date fields. If none of the item's locations has a time zone on record, your own time zone is used.
Q: I can't click Schedule archive or republish. Why?
A: The option is turned off for users who only have access to some of your locations. Ask a user with access to all locations to set the schedule.
Q: Why am I seeing an error when I save a schedule?
A: Common messages are "Pick a date and time that has not passed yet," "Republish must come before archive," and "Pick a date and time to archive or republish." Choose future times, and make sure Republish on is earlier than Archive on.
Q: Can I schedule archiving for memberships?
A: No. Scheduling is available for treatments, packages, and products only.
Q: How do I cancel a scheduled archive?
A: Open Schedule archive or republish for the item and click Remove schedule.
Next Steps and Support
Create and manage treatments (Admin Panel) — add replacement treatments before archiving sole options
Edit a treatment (Admin Panel) — update pricing without archiving
Need help? Email support@repeatmd.com