Setting up & Updating your App
Set up your app, customize branding, update content, and manage essential settings.
73 articles
Training Video Modules
Bite size videos for you to learn exactly how to navigate your admin panel, update your RepeatMD app, and unlock its most powerful features
- Welcome to the Training SeriesModule 1: Training Video Overview - Video 1
- Module 1: Training Video Module OverviewWhether you’re new to RepeatMD or ready to maximize its potential, this step-by-step video series is your roadmap to success.
- Intro to Admin Panel, App Access & ReportsLearn how to log in to your Admin Panel, view reports and dashboards to track sales, redemptions, and activity, and manage client profiles to keep patient information accurate.
- Module 2: Admin Panel TrainingThis training series introduces the App Access. You’ll learn to log into your Admin Panel, use Reports and Dashboard, and manage Client Profiles confidently.
- Module 3: App Access & ReportsLearn how to access your admin panel, track sales and patient activity with detailed reports, and manage client profiles to better understand engagement and drive growth.
- Intro to ManageManage lets you add and edit staff accounts, set up sales tax for treatments and packages, and create custom treatment plans that can be sent directly to patients for purchase.
- Module 4: ManageManage the core settings like creating and editing staff admin accounts to setting up sales tax and building personalized custom plans.
- Module 5: App BuilderLearn how to update your homepage, create and edit Discover Cards, and build custom shop categories to keep your app organized and engaging.
- Module 6: MembershipsLearn how to set up memberships by entering basic information, adding treatments, configuring benefits, and creating signup or milestone bonuses.
- Module 7: App Builder: ShopLearn how to set up your shop by creating treatments, packages, and memberships, editing existing items, and adding promotions to highlight special offers.
- Module 8: MedcommerceLearn how to create special offers, set up automated rewards, send patient text messages, and run sitewide promotions.
- Module 9: Patient App TrainingLearn how patients use the app to sign up, check in, earn rewards, purchase services, and take advantage of offers, memberships, financing, referrals, and promotions.
Branding & Design
How to customize your app’s look and brand elements.
Rewards
Configure and update your rewards.
- Calculating your visit value for your Rewards program
- Create a reward for in-app redemption (Admin Panel)Learn how to create, generate, edit, and archive visit rewards so patients stay engaged with your practice through repeat visits and in-app purchases.
- Create and manage a sign-up reward (Admin Panel)Learn how to create, generate, edit, and archive your sign-up reward so new patients get a compelling offer the moment they join your app.
- Edit your Rewards
- Set up and manage RepeatCash (Admin Panel)Learn how to set up and manage RepeatCash so patients can convert rewards or gift cards into flexible credit for future in-app purchases.
- Generate rewards with AI (Admin Panel)Learn how to use the Generate Rewards tool to create a full library of sign-up and visit rewards from your catalog, then edit and publish them for your patients.
- Manage your rewards (Admin Panel)Learn how to edit, generate, draft, and archive rewards so your practice's rewards library stays fresh, on-brand, and aligned with the offers you want to promote.
Discover
Setting up and updating what appears in your app’s Discover page.
Treatments
How to add, update, and manage your treatments.
- Create and Manage Treatments (Admin Panel)Learn how to create a new treatment in your Admin Panel, including details, pricing, variations, concerns, and optional pre- and post-care instructions.
- Change the display order of treatments and packages (Admin Panel)Learn how to reorder treatments and packages in your Admin Panel so they appear in the order you want in the Patient Rewards app.
- Archiving treatments and packages (Admin Panel)Learn how to archive treatments and packages in your Admin Panel and understand how archiving affects promotions, memberships, rewards, and patient purchases.
Memberships
How to create and update your memberships.
- Set up and manage a Beauty Bank membership (Admin Panel)Learn how to set up and manage a Beauty Bank membership, convert monthly payments into RepeatCash, and give patients a flexible way to pay for treatments through your app.
- Understand how Beauty Bank works (RepeatMD)Learn what Beauty Bank is, how it works, and how it helps practices generate recurring revenue while giving patients flexible RepeatCash to use on treatments.
- Set up flexible membership billing (Admin Panel)Learn how to set up flexible membership billing so you can choose weekly, monthly, quarterly, or custom billing cycles that align with your treatment cadence.
- Add a milestone bonus to a membership (Admin Panel)Learn how to add milestone bonuses to memberships to reward long-term patients with unlockable treatments that are proven to reduce membership churn.
- Add a sign-up bonus to a membership (Admin Panel)Learn how to add a sign-up bonus to memberships to incentivize new enrollments with an immediate, redeemable bonus reward.
- Add included treatments to a membership (Admin Panel)Learn how to add included treatments to memberships, control when they unlock, and manage rollover settings so members can redeem their benefits at the right time.
- Adding membership benefits to a membership
- Best practices when building out your Membership program
- Building a Membership
- Edit membership carousel display across your app
- Editing a Membership (Admin Panel)Learn how to safely edit memberships in the Admin Panel, including when to apply changes to existing members versus creating a new version for future enrollments.
- How can I manage and troubleshoot membership pricing for treatments in RepeatMD? (Admin Panel)
Digital Gift Cards
How to create and update your digital gift cards.
Promotions
Set up and update your promotions and offers.
- Public and Private Special OffersFebruary 2025
- Buy X, Get Y PromotionsBuy X, Get Y promotion is a powerful way to encourage patients to book multiple treatments, try new services, and increase overall spend!
- First Month Memberships FreeSell more membership by offering the first month free. Learn how to set them up to drive more membership sales.
- How to Create a Campaign in Your RepeatMD App (Admin Panel)A step-by-step guide to setting up coordinated promotions (campaigns) combining Special Offer, Custom Shop Category, Site Wide Promotion, and Text Messages
- How You Can Use Private Offers
- How to Set Up a Buy X, Get Y PromotionLearn how to stet up the Buy X, Get Y promotion in your admin portal.
- Create a sitewide promotion with a special offerA way to promote your custom shop category with a special offer across your patient rewards app
- Create a sitewide promotion without a special offerA way to promote your custom shop category across your patient rewards app
- Editing a sitewide promotion
- How to create: Multiple and Scheduled Custom Shop Categories (CSCs) and Sitewide Promotions (SWPs) Custom Shop Categories allow you to group treatments and packages into curated categories that patients can browse and purchase in app.
- How can I manage, stop, or prioritize promotional campaigns in RepeatMD effectively? (Admin Panel)
- In-App vs. In-Office Special Offers (Admin Panel & Patient App)Learn how to build, publish, and redeem both types of special offers, and what each one looks like for your patients.
Text Messaging
Guides for creating, updating, and sending text message campaigns.
- Automated Text Message Sequences & Triggers - Retention, Loyalty, Birthday, Signup Rewards, Custom Plans & MoreAutomatic text messages triggered by any retention, loyalty, and birthday offer types
- Event Invitations: Text Messaging
- Send text messages in your admin panel
- Enhance Your Practice's Text Messaging (Admin Panel)Learn how to verify your business and activate a dedicated text number that strengthens your brand, improves deliverability, and unlocks texting reports.
Integrations
Guides for configuring and managing your EHR/EMR integrations.
- RepeatMD X Aesthetic Record IntegrationWe’ve partnered with Aesthetic Record to create an integration that allows practice staff to view RepeatMD memberships and purchases directly within Aesthetic Record.
- How to Enable your RepeatMD X Aesthetic Record IntegrationThe Integrations admin panel allows you to generate API keys for use in partner applications, such as Aesthetic Record.
Brand Bundle & In-Office Printed Materials
Guides for selecting your brand bundle and managing your in-office marketing materials.
- Selecting Your Brand BundleThis Document is designed to give you insight into the importance of your brand bundle, and help explain the decisions you make in Your Brand Bundle Form provided to you…
- How to Reorder Printed Materials from Your Admin PanelLearn how to successfully reorder printed materials from your Admin Panel.
- Brand Bundle Resource: QR Code and Print Profile Essentials
- Brand Bundle Setup and Reorder GuideThis guide is designed to help you set up & strategically place your marketing prints in your practice to promote your rewards app and simplify the check-in process for your…