Overview
The Activity tab on a client’s profile shows a timeline of what the patient has done, such as opening the app, viewing or tapping your offers and cards, adding items to their cart, placing orders, checking in, and receiving your emails and texts.
Use it to understand a patient’s engagement before you answer a question or reach out.
To see what all your clients are doing right now, use the Live activity card on your home dashboard or open Reports → Activity Feed.
Before You Start
Open the patient from Client Profiles in the left-side navigation.
Activity is recorded from the day this tab launched, so patients may show little or no history at first.
Why It Matters
Answer questions faster: See whether a patient clicked a text link, added a product to their cart, or placed an order.
Gauge engagement: See when the patient was last seen, plus counts like app opens and items added to cart.
Follow up with context: Review recent visits and messages before you contact the patient.
How It Works
Date range: Choose 7 days, 30 days, 90 days, or 12 months. The tab opens on 30 days.
Categories: Filter by App activity, Shopping, Conversations, Messages, or Visits, then narrow to a single event type.
Timeline: Events are grouped by day. Order rows list the items ordered, advisor chat rows show the question and answer, and card rows name the offer or card the patient viewed or tapped.
Older activity: Click Load older activity to look further back.
Live activity: The home dashboard card lists the 8 latest events across your clients, plus texts and emails sent and new treatments and promotions. It updates on its own.
Activity Feed: Shows the latest 200 events for each location. If you have more than one location, filter by location.
Step-by-Step Instructions
1. Open a client’s activity
Click Client Profiles in the left-side navigation.
Open the patient’s profile.
Click the Activity tab.
Choose a date range.
2. Filter the timeline
Click a category, such as Shopping or Messages.
Click an event type, such as Order placed, to narrow further.
Type in Search activity to find a specific event.
Click Clear filters to see everything again.
3. See live activity across clients
Log in to the Admin Panel to open your home dashboard.
Scroll down to the Live activity card.
Click View all activity, or go to Reports → Activity Feed, to see more.
Click a client’s name to open their Activity tab.
Best Practices and Pro Tips
Check Activity before you reach out: A quick look shows whether the patient already opened your last message or booked a visit.
Widen the range when it’s empty: If you see “No activity in the last 30 days,” choose a longer range.
Common Mistakes and FAQs
Q: Why can’t I see older activity?
A: Activity is recorded starting from the day the tab launched, so nothing earlier is available. After that, you can look back up to 12 months.
Q: Can I see whether a patient read a text?
A: The timeline shows when a text was sent, when a link in it was clicked, and when it wasn’t delivered. For emails, it shows sent, opened, and link clicked.
Q: Can I see which offers a patient looked at?
A: Yes. Under App activity, filter by Offer or card viewed or Offer or card tapped.
Q: Do I need to refresh to see new live activity?
A: No. New events appear in the Live activity card on their own.
Next Steps and Support
Edit client profiles (Admin Panel): update a patient’s profile details
View patient order history (Admin Panel): review a patient’s transactions
Need help? Email support@repeatmd.com