Overview
The Admin Panel is your practice’s control center for the Patient Rewards app. From the left-side navigation, you manage patients, review sales and redemptions, build your service catalog, configure rewards and promotions, and adjust account settings.
This article is for practice owners, managers, and admins who are new to the Admin Panel or returning after a platform upgrade. For step-by-step login instructions, see Log in to the Admin Panel (Admin Panel).
Before You Start
You need an admin account added to your practice’s Staff Directory. See Manage staff members and permissions (Admin Panel).
Access the Admin Panel from a desktop or laptop browser. The Admin Panel is not supported on mobile devices.
If you manage more than one RepeatMD platform, you can switch between them from the top navigation bar. See Switch between multiple platforms (Admin Panel).
Why It Matters
Knowing where each tool lives saves time and reduces support tickets:
Find patient records quickly when front-desk staff need to redeem services or adjust visits.
Track revenue and redemptions from centralized reports instead of guessing from app activity.
Keep catalog and marketing in sync so patients see accurate pricing, rewards, and promotions.
Onboard new team members faster with a shared map of the Admin Panel.
How It Works
The left-side navigation groups tools by job. The sections below reflect the current Admin Panel layout.
Overview
Platform Overview (formerly called Dashboard) is your home page. It surfaces high-level business metrics and quick links so you can spot trends without opening individual reports.
Client Profiles
Open Client Profiles to view your full patient list and click into individual profiles. From a patient profile you can manage membership status, visits, redemptions, order history, and more.
Reports
The Reports section includes dashboards for in-app commerce and patient activity:
Report | What it shows |
Central hub for patient purchases (formerly the Transactions report) | |
Individual patient redemptions to see what is working | |
Treatment and package purchases, payment methods, top sellers, and revenue | |
Membership growth, annual recurring revenue, and enrolled members |
Catalog
Catalog → Services is where you upload your service menu, review AI-generated drafts, and manage treatments and packages before they go live. Use Catalog for catalog accuracy; use MedCommerce Engine for day-to-day management of rewards, offers, text messages and promotions.
MedCommerce Engine
MedCommerce Engine is your built-in commerce and marketing suite. From here you build and manage:
App Builder
App Builder controls patient-facing branding and select app tabs, including design elements and the Discover tab. Shop content (treatments, packages, memberships, rewards) is managed under Catalog and MedCommerce Engine, not App Builder.
Settings
Settings covers practice configuration, including Payments & Billing (Stripe), Staff Directory, locations, and transactional emails. See Set up your Stripe account (Admin Panel) and Manage staff members and permissions (Admin Panel).
Step-by-Step Instructions
Explore the Admin Panel after login
Log in to the Admin Panel from your desktop browser.
Review Overview for high-level metrics.
Open Patients and click a patient name to see profile tools.
Open Reports and select Shop Summary to review recent transactions.
Open Catalog → Services to see your service menu and draft items.
Open MedCommerce Engine and click Rewards to review your rewards library.
Open Settings to confirm Staff Directory and Payments & Billing are configured.
Best Practices and Pro Tips
Start with Overview and Reports when you need a pulse on revenue before diving into individual patient profiles.
Publish services in Catalog before building rewards. Rewards and automated offers depend on active catalog items.
Use role-based access so front-desk staff see Patients and redemptions without full financial reports. See Manage staff members and permissions (Admin Panel).
Bookmark your Admin Panel URL on each computer your team uses. You need your practice’s custom app URL to reach the login screen.
Common Mistakes and FAQs
Q: Where did App Builder go?
A: Shop content moved to Catalog. App Builder now focuses on branding and tabs like Discover. If you are looking for treatments, packages, memberships, or rewards, start in Catalog.
Q: What happened to Client Profiles?
A: The section is now called Patients. The tools are the same: search patients, open profiles, and manage visits, redemptions, and memberships.
Q: What happened to the Transactions report?
A: It is now Shop Summary under Reports. See Use the Shop Summary report (Admin Panel).
Q: Can I use the Admin Panel on my phone?
A: No. Use a desktop or laptop browser for the best experience.
Q: I manage multiple locations or platforms. Where do I switch?
A: Use the Platform dropdown in the top navigation bar. See Switch between multiple platforms (Admin Panel).
Q: Who can access the Admin Panel?
A: Only staff members added to Staff Directory with an assigned role. Administrators and managers control who gets access.
Next Steps and Support
Need help? Email support@repeatmd.com