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Managing Gift Cards in Your Admin Portal

Simplify operations and keep every dollar of gift card revenue visible and accounted for.

Updated this week

Overview

The Gift Card Management page gives your practice full visibility into every digital gift card sold through your app and webpage. From here, you can view details and take quick actions to resolve common issues, like updating recipient info, resending messages, or processing refunds.

This page is designed to simplify operations and keep every dollar of gift card revenue visible and accounted for.


Why This Matters

Gift cards bring in prepaid revenue and new patient acquisition, but managing them well is what keeps that revenue working for you. The Gift Card Management page gives your team full control, ensuring every sale, delivery, and redemption runs smoothly without manual tracking or offline workarounds.


What You Can View

The Gift Card Management page shows a real-time list of all purchased gift cards, including:

  • Buyer and Recipient Info – See who purchased and who received the card.

  • Amount and Purchase Date – Track the card’s value and when it was sold.

  • Status – Instantly see if a card has been claimed or not.

  • Recipient Enrollment Status – Identify whether the recipient is already a patient or a new potential sign-up.


Actions You Can Take

From the Gift Card Management page, you can take quick administrative actions to support your patients and buyers:

  • Edit Recipient Information – Update the phone number if entered incorrectly. Recipients can also update other information, like their name, from their account as well.

  • Resend a Gift Card – Send a new text or email to the recipient.

  • Refund a Gift Card – Process refunds directly from the management view when necessary by clicking on ‘view order’.

  • Filter and Search – Use filters or the search bar to find cards by buyer, recipient, date, and status.


Support

Need help? Contact RepeatMD Support by emailing support@repeatmd.com or contact your Customer Success Manager.

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