Admin & Analytics
Manage your admin panel, track revenue and performance, and access reporting tools.
40 articles
Admin Panel Access
Guides for granting and updating admin access.
- Introduction to the Admin PanelLearn how to navigate the left-side menu and find reports, patients, catalog, and marketing tools in your Admin Panel.
- Log in to the Admin Panel (Admin Panel)Learn how to sign in to your Admin Panel using your registered email and the secure login link sent to your inbox.
- Manage staff members and permissions (Admin Panel)Learn how to add, edit, and deactivate staff in Staff Directory and assign roles that control Admin Panel access.
- Troubleshoot missing admin login magic links (Admin Panel)Learn how to troubleshoot missing admin login magic link emails, including staff email setup, spam filtering, and access issues in the RepeatMD Admin Panel.
- Switch between multiple platforms (Admin Panel)Learn how to move between RepeatMD platforms from a single login using the Platform dropdown in the top navigation bar.
- Patient Support Actions Using FinHandle common patient requests from the chat in Admin
App Reporting & Analytics
Guides for tracking app sign-ups, sales, and redemption data.
- Use the Memberships dashboard (Admin Panel)Learn how to open the Memberships dashboard, filter membership data, and read recurring-revenue, churn, and failed-payment metrics for your practice.
- Use the Redemptions report (Admin Panel)Learn how to open the Redemptions report, filter patient redemptions, and understand each redemption type across services, offers, rewards, and memberships.
- Use the Services dashboard (Admin Panel)Learn how to open the Services dashboard, filter treatment and package sales, and read revenue trends, top sellers, and patient purchase activity.
- Use the Shop Summary report (Admin Panel)Learn how to open the Shop Summary report, filter transactions, and review sales totals, membership revenue, individual orders, and payout details.
- View and understand disputed payments (Admin Panel)Learn how to open the Disputes report, review chargeback cases, and understand how disputes affect orders, memberships, and patient app access.
- Manage Affirm payments and transactions (Admin Panel)Learn how to filter Affirm transactions in Shop Summary, download reports, and understand what payment details RepeatMD shows for financed checkouts.
- Verify transactions and investigate discount usage (Admin Panel)Learn how to confirm a patient’s payment in Shop Summary and trace discounts, promo codes, and reward redemptions across reporting tools.
Client Profiles
How to manage your patients’ accounts and details.
- Manage free service redemption (Admin Panel)Learn how free service offers redeem in the Patient App across Single Item, Include All, and Choose From modes so your team can support patients and troubleshoot redemption issues.
- Add RepeatCash to a patient’s wallet (Admin Panel)Learn how to add RepeatCash to a patient’s Wallet from the Admin Panel, including required reasons, Paid vs. Gift types, and permission requirements.
- Manage free services for rewards and offers (Admin Panel)Learn how to create, edit, and archive free service configurations for rewards, special offers, and automated offers so patients can redeem the right services with the right rules.
- Add and remove visits (Admin Panel)Learn how to add or remove visit records on a patient’s profile when QR check-in did not log correctly, so visit rewards and history stay accurate.
- Block suspicious app users (Admin Panel)Learn how to review, verify, block, and unblock patients flagged for suspicious check-in activity so you can protect your Patient Rewards app without disrupting legitimate members.
- Cancel a membership for a patient (Admin Panel)Learn how to cancel a patient’s membership from the Admin Panel, including required cancellation reasons and what happens to benefits through the end of the billing cycle.
- Edit client profiles (Admin Panel)Learn how to update a patient’s profile fields in the Admin Panel, what happens when you change their main location, and which fields require RepeatMD support to change.
- View and redeem a patient’s services and rewards (Admin Panel)Learn how to view, redeem, and undo redemption of a patient’s treatments, membership benefits, rewards, and automated offers from the Admin Panel.
- View patient order history (Admin Panel)Learn how to open a patient’s Order History tab in the Admin Panel and review purchase details, discounts, fees, and payment methods.
- Issue full and partial refunds (Admin Panel)Learn how RepeatMD handles full refunds, partial refunds, membership renewal refunds, and refunds for financed purchases, including who can process what and how long refunds take to land.
- Export Your Client List (Admin Panel)Learn how to download a CSV of your full client list from the RepeatMD Admin Panel for reporting, marketing, or migration.
- What happens after membership cancellation (Admin Panel)Learn how to explain post-cancellation access, rewards, and treatments so your team sets accurate patient expectations before and after a membership is canceled.
Managing Affirm Financing
Manage Affirm financing for your practice.
Your Account, Billing, & Locations
Guides for updating your account, billing info, and practice locations.
- Set up multiple practice locations (Admin Panel)Learn what to consider when choosing between one RepeatMD app for all locations or separate apps per location before you launch.
- Pay an overdue balance and update your payment method (Admin Panel)Learn how to pay overdue RepeatMD subscription balances in the Admin Panel, update your saved payment method during checkout, and restore access after suspension.
- Understand transactional emails (Admin Panel)Learn what transactional emails RepeatMD sends to patients and your practice after in-app purchases, failed membership payments, and membership cancellations.
- Understand transaction fees, charges, and refunds (Admin Panel)Learn what patients and your practice each pay when transaction fees are split on in-app purchases, including card and Affirm examples.
- Understand membership dunning (Patient App)Learn how membership dunning works in the Patient App, including banner behavior, Stripe retry timing, and when memberships auto-cancel after failed payments.
- Your guide to onboarding with RepeatMD (Admin Panel)Learn what to expect during Lite and Professional onboarding with RepeatMD, what your team needs to provide, and how to reach go-live with your Customer Experience Manager (CEM).
- Offboarding from RepeatMD: How to Prepare Before Your App Is Deactivated (Admin Panel)Learn how to export data, notify patients, and close out memberships before your RepeatMD platform is deactivated.
Stripe
Guides for configuring and using Stripe in RepeatMD.
- How to Set Up Your Stripe Account with RepeatMD - USA Only 🇺🇸Learn how to set up your Stripe account for United States practices
- How to Set Up Your Stripe Account in Canada with RepeatMD 🇨🇦Learn to set up Stripe for Canada practices
- Set Up Your Stripe Account (Admin Panel)Learn how to finish setting up the Stripe account RepeatMD creates for you so your practice can accept payments and receive payouts.
- Change your bank account in Stripe (Admin Panel)Learn how to update the bank account where Stripe sends patient payment payouts from your RepeatMD app so deposits continue without interruption.
- Stripe Connect setup and FAQs (Admin Panel)Learn how Stripe Connect works with RepeatMD, what information Stripe requires, and how to troubleshoot verification, restrictions, and payout issues.
- Understand refunds and Stripe payouts (Admin Panel)Learn how refunds affect Stripe payouts, processing fees, and your linked bank account when you refund patient purchases through RepeatMD.