Intro to Admin Panel, App Access & Reports

Learn 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.

What you’ll learn:

Full Transcript

In this training video series, I’ll walk you through app access, reports, and client profiles. First, I’ll show you how to log into your Admin Panel. From there, we’ll review reports and dashboards so you can track sales, reward redemptions, and special offer redemptions made by patients in their app. Finally, we’ll walk through client profiles so you can see every patient who signed up and manage their accounts. Let’s dive in.