Overview
The Gift Card Management page in the Admin Panel shows every digital gift card sold through your app and gift card web page. From here you view buyer and recipient details, check claim status, resend texts or emails, and process refunds.
This article is for practice owners, managers, and front-desk staff who monitor gift card sales and resolve delivery issues.
Before You Start
Digital gift cards must be configured. See Digital gift cards overview (Admin Panel).
Open Manage → Gift Cards in the Admin Panel to reach the management page.
For gifting rules and wrong-account credits, see Manage gift cards (Admin Panel).
For refund policy and workflow detail, see Issue or request a gift card refund (Admin Panel).
Why It Matters
Gift cards drive prepaid revenue, but delivery and claim issues erode trust when staff cannot see sale status quickly.
The management page gives your team:
Real-time visibility into every gift card sold.
Quick fixes for wrong phone numbers or undelivered messages.
Refund entry point without manual offline tracking.
How It Works
Sales list: The page lists all purchased gift cards with buyer info, recipient info, amount, purchase date, claim status, and recipient enrollment status (existing patient vs. new sign-up).
Edit recipient: Update the recipient phone number if entered incorrectly. Recipients can update other profile details from their own account.
Resend: Send a new text or email to the recipient from the management view.
Refund: Start a refund by opening View order on a gift card sale. Follow your practice refund policy. See Issue or request a gift card refund (Admin Panel).
Search and filter: Find cards by buyer, recipient, date, or status.
Non-transfer rule: Gift card RepeatCash cannot be moved to another account after purchase. Wrong-account issues are handled per Manage gift cards (Admin Panel), not from this page.
Step-by-Step Instructions
Open Gift Card Management
Log in to your Admin Panel.
Go to Manage → Gift Cards.
Review the list of purchased gift cards.
Find a specific gift card
Use the search bar to search by buyer or recipient name.
Or apply filters for date range or claim status.
Open the row to view full sale details.
Edit recipient information
Locate the gift card in the list.
Select Edit recipient information (or equivalent action).
Update the phone number if it was entered incorrectly.
Save. Resend the gift card if the recipient did not receive the original message.
Resend a gift card
Open the gift card sale.
Select Resend.
Choose text or email delivery as available.
Confirm the recipient contact information before sending.
Start a gift card refund
Open the gift card sale.
Click View order.
Follow the Admin Panel refund flow for the purchase.
After refund completes, RepeatCash is removed from the recipient account automatically.
See Issue or request a gift card refund (Admin Panel) for edge cases.
Best Practices and Pro Tips
Check claim status before resending to avoid duplicate messages.
Verify phone numbers with the buyer before editing recipient info.
Document wrong-account cases and follow your clinic policy from Manage gift cards (Admin Panel).
Monitor unclaimed cards during holiday campaigns and nudge recipients when appropriate.
Common Mistakes and FAQs
Q: Can I transfer gift card credit to another patient from this page?
A: No. RepeatCash cannot be reassigned after purchase. See Manage gift cards (Admin Panel) for resolution options.
Q: A recipient says they never got the gift card. What should I do?
A: Confirm the phone number or email on the sale, then Resend from the management page.
Q: How do I know if a gift card was claimed?
A: Check Status on the management page. Unclaimed cards show as not yet used.
Q: Can recipients fix their own contact info?
A: Yes. Recipients can update some profile details from their account. Staff can update the phone number from the management page.
Q: Does this page show web page purchases?
A: Yes. Sales from the patient app and your branded gift card web page appear in the same list.
Next Steps and Support
Need help? Email support@repeatmd.com