Memberships
How to create and update your memberships.
14 articles
- 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.
