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Setting up & Updating your App

Set up your app, customize branding, update content, and manage essential settings.

69 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

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.
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.
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.
Discover

Setting up and updating what appears in your app’s Discover page.

Create and edit a Discover card
Using a discover card to boost Google reviews
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)
Promotions

Set up and update your promotions and offers.

Public and Private Special OffersFebruary 2025
Multiple and Scheduled Custom Shop Categories (CSCs) and Sitewide Promotions (SWPs) Group treatments and packages together to curate your own custom category that patients can shop on your Patient Rewards app.
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 AppA 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)
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
Automated Offers

Set up and update your automated offers.

Create an Automated Offer