Easily credit RepeatCash to clients in seconds, with full visibility and built-in controls.
Whether you’re rewarding a loyal patient or reflecting in-person transactions, this update gives your team the tools to deliver faster, more personalized service - all from the Admin Portal.
Why it matters
RepeatCash is a high-impact feature that helps drive retention, loyalty, and revenue - and now, you can add funds to a client’s RepeatCash balance instantly. This gives your team more flexibility to reward loyalty or surprise and delight top clients, all with full transparency and control.
Every addition is logged with who added it, when, and why, giving you the visibility you need to manage rewards responsibly and effectively.
How it works
Go to the client’s profile in the Admin Portal.
Click the RepeatCash balance at the top right.
Choose Add RepeatCash.
Enter the amount and add:
A reason (required, client-visible)
An internal note (optional, practice-only)
Whether it’s a Paid addition (e.g., converting a gift card to use in-app) or a Gift (e.g., thank you for being loyal to our practice).
Click Add RepeatCash.
The client will receive a text notification and see the update in their wallet.
Only back office users with the appropriate permissions can add RepeatCash. Admins can adjust these settings anytime in the staff directory.
RepeatCash Activity Report
The RepeatCash Activity Report in the Admin Portal shows all additions and deductions made by back office users.
Users with administrator or manager permissions can see:
Who added/deducted RepeatCash and why
RepeatCash earned from banking rewards or memberships
RepeatCash spent by the client
Direct links to the client’s profile for easy access
FAQs
Q: Are clients notified when I add RepeatCash?
A: Yes. They’ll receive a text message and see the addition in their app wallet.
Q: What information is visible to the client when RepeatCash is added or deducted?
A:The reason you enter is shown to the client in their app. If you need to add internal context for your team, you can use the optional internal note field, which is only visible in the Admin Portal.
Q: Who can add or deduct RepeatCash?
A: Only users with the correct permissions can manage RepeatCash:
To add RepeatCash, a user must have the “Add RepeatCash to client wallets” permission.
To deduct RepeatCash, a user must have the “Manage client accounts” permission.
These settings can be managed at any time by Admins.
Related Resources
Need Help?
If you need help switching platforms or assigning access, our team is here to help.
Email support@repeatmd.com or chat with us in your Admin Panel.