Setting up & Updating your App
Set up your app, customize branding, update content, and manage essential settings.
77 articles
- Set up your services catalog (Admin Panel)Learn how to build your services catalog using the AI menu uploader or manual entry so patients can browse, book, and purchase in the Patient App.
- Complete your RepeatMD onboarding (Admin Panel)Learn how to finish the Setup flow and Onboarding page tasks in your Admin Panel so your practice can go live with payments, catalog, rewards, and team access configured.
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.
- Asset guide (Admin Panel)Learn what image dimensions, file types, and best practices RepeatMD uses for logos, hero images, shop cards, and campaign assets.
- Customize shop category hero images (Admin Panel)Learn how to upload hero images for Treatments, Packages, and Browse by Concern so your Shop matches your practice branding.
- Avoid logos that display too small (Admin Panel)Learn how to fix a practice logo that appears faint or hard to read in the app header so patients can recognize your brand at a glance.
- Avoid logos that dominate the header (Admin Panel)Learn how to fix a practice logo that fills or overwhelms the app header so your branding looks balanced on every screen.
- Set up branding and home screen hero image (Admin Panel)Learn how to upload your logo, set your brand color, and configure your home screen hero image so patients see a polished first impression in your app.
Rewards
Configure and update your rewards.
- Calculate visit value for your rewards program (Admin Panel)Learn how visit value ties check-ins and in-app spend together so you can set visit milestones that match your pricing and margins.
- 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.
- 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.
- Edit a treatment (Admin Panel)Learn how to update an existing treatment in your Admin Panel, including details, pricing, variations, and availability, with changes appearing instantly in the patient app.
- Create bundled pricing for treatments (Admin Panel)Learn how to set up bundled pricing for treatments so patients can purchase multiple units at a discounted per-session rate in your Admin Panel.
- Create treatment variations (Admin Panel)Learn how to create treatment variations so patients can choose between tiers, body areas, or intensity levels under a single treatment listing in your Admin Panel.
- Change 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 app.
- Archive 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.
Packages
How to create and manage packages.
- Create a custom package (Admin Panel)Learn how to create a custom package that combines multiple treatments into a single offering with one price, helping patients achieve specific goals through your app.
- Edit a package (Admin Panel)Learn how to edit packages in your Admin Panel, what changes apply to future purchases, and when you must archive and create a new version instead of editing in place.
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.
- Best practices for your membership program (Admin Panel)Learn how to design membership tiers, pricing, and incentives that convert patients, protect margins, and drive recurring revenue in your Admin Panel.
- Build a membership (Admin Panel)Learn how to create and publish a membership in your Admin Panel, from uploading your service menu to configuring Smart Benefits and making it live in the patient app.
- Edit membership carousel display (Admin Panel)Learn how to customize membership carousel order, headlines, and perks on your app home screen and shop browse section.
- Edit 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.
- Manage membership pricing for treatments (Admin Panel)Learn how to assign member pricing to treatments, keep member and non-member prices visible in the app, and resolve pricing issues when members are on archived membership versions.
- How to Freeze a Patient MembershipLearn how to temporarily pause billing and membership benefits without canceling a client’s enrollment.
- How to Add a Membership Enrollment FeeLearn how to charge a one-time fee when a client first joins a membership.
- How to Upgrade or Downgrade a Patient MembershipMove clients between tiers without canceling and re-enrolling.
Digital Gift Cards
How to create and update your digital gift cards.
- Manage gift cards (Admin Panel)Learn how digital gift cards work in RepeatMD, how to guide patients through gifting, and how to resolve common assignment and redemption issues.
- Issue or request a gift card refund (Admin Panel)Learn how to refund a gift card purchase from the Admin Panel and how patients should request a refund from your practice.
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.
- Set up automated text message sequences (Admin Panel)Learn how automated text sequences work in RepeatMD, when they send, and what patients receive for retention, loyalty, birthday, sign-up reward, and Custom Plan triggers.
- Send event invitation text messages (Admin Panel)Learn how to use ready-made SMS templates and send event invitations to opted-in patients through Text Messaging in your Admin Panel.
- Send text messages (Admin Panel)Learn how to compose, preview, test, and schedule one-time text messages to opted-in app users from 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.
Automated Offers
Set up and update your automated offers.
- Create an automated offer (Admin Panel)Learn how to create Birthday, Loyalty, and Retention automated offers in your Admin Panel so the right patients receive targeted promotions and system-generated text reminders.
- Understand and Troubleshoot Birthday Offers (Admin Panel)Learn how Birthday Offers work in RepeatMD, how they are delivered to patients, and how to resolve the most common redemption issues.
Custom Plans
How to create and send Custom Plans.
- Custom plans for patients without accounts (Admin Panel)Learn what Custom Plans for patients without RepeatMD accounts can do, how the patient experience differs from account holders, and when to use this workflow during consultations.
- Send custom plans to patients without accounts (Admin Panel)Learn how to create, send, and update Custom Plans for patients who do not yet have a RepeatMD account.
Integrations
Guides for configuring and managing your EHR/EMR integrations.
- Aesthetic Record integration (Admin Panel)Learn what the RepeatMD and Aesthetic Record integration syncs, how one-way data flow works, and where to enable it in your Admin Panel.
- Enable the Aesthetic Record integration (Admin Panel)Learn how to generate a RepeatMD API key and connect your practice to Aesthetic Record so memberships and purchases sync in real time.
Brand Bundle & In-Office Printed Materials
Guides for selecting your brand bundle and managing your in-office marketing materials.
- Select your brand bundle (App Setup)Learn how to complete your Brand Bundle Form so RepeatMD printed materials match your practice voice and arrive at the right location.
- Reorder printed materials (Admin Panel)Learn how to request counter cards, posters, and QR signage from Client Resources and track your order to delivery.
- Brand Bundle resource: QR codes and print profiles (App Setup)Learn what internal and external Brand Bundle QR codes do and how to choose a print profile that matches your practice aesthetic.
- Brand bundle setup and reorder guide (App Setup)Learn how to place Brand Bundle materials in your practice, print additional copies, and reorder when you run low.