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Module 3: App Access & Reports

Learn 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.

Updated over 2 weeks ago

Overview

This module walks you through logging into your admin panel, tracking sales, memberships, services, and redemptions, and managing client profiles.

You’ll learn how to use dashboards and reports to uncover patient behavior, measure engagement, and identify top revenue drivers. With tools like order history, Repeat Cash tracking, and redemption reports, you’ll have everything you need to make informed decisions and grow your practice with confidence.

Intro to Admin Panel, App Access and Reports

Training Videos:

  • Reports: Dashboard - Explore your dashboard to track patient signups, memberships, visits, and sources, with filters and reports that give you a complete overview of your app activity.

  • Reports: Shop Summary Report - Understand your Shop Summary Report to track sales, transactions, and trends, with detailed filters and export options for deeper insights.

  • Reports: Membership Report - Track membership performance with reports on revenue, growth, churn, and payment status to stay on top of recurring revenue and strengthen your membership strategy.

  • Reports: Services Report - Use the Services Report to track treatment and package sales, identify your top-performing services, and uncover patient purchasing trends to grow your practice with confidence.

  • Reports: Redemption Report - Use the Redemption Report to track how patients redeem services, offers, rewards, and memberships, with filters and exports that help you measure engagement across all locations.

  • Client Profile: Services & Rewards - Learn how to redeem treatments, membership benefits, and rewards on behalf of patients, while keeping a clear record of all redemptions in their profile.

  • Client Profile: Profile - Manage a patient’s Client Profile in your RepeatMD Admin Panel. Learn how to update details, view activity, and keep records organized to better serve your patients.

  • Client Profile: Order History - Easily review a patient’s complete order history, including purchase details, payment methods, and billing information, all within their profile.

You’ve mastered tracking performance and managing client profiles.

Proceed to the next module: Manage

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