Admin & Analytics
Manage your admin panel, track revenue and performance, and access reporting tools.
36 articles
Admin Panel Access
Guides for granting and updating admin access.
How to Manage Staff Members & Permissions in the Admin PortalBelow, you’ll find a step-by-step guide on how to create, edit, and deactivate staff members.
Troubleshoot missing admin login codes (Admin Panel)Learn how to troubleshoot missing admin login code emails, including staff email setup, spam filtering, and access issues in the RepeatMD Admin Panel.
App Reporting & Analytics
Guides for tracking app sign-ups, sales, and redemption data.
Memberships dashboard
Redemptions Report
Services Dashboard
Shop SummaryShop Summary (Formally known as the Transactions report)
Viewing and Understanding Disputed PaymentsRepeatMD handles the entire dispute process for you from start to finish, while giving your practice full visibility into every case.
How can I manage Affirm payments and transactions in RepeatMD?
How can I verify payment transactions and investigate discount usage in the RepeatMD app?
Client Profiles
How to manage your patients’ accounts and details.
Enhanced Free Service Management and RedemptionJanuary 2025
How to Issue Refunds from the Admin Portal
Add RepeatCash to a Client’s WalletAdd funds to a client’s RepeatCash balance instantly.
Managing Free Services for Rewards, Special Offers, and Automated Offers
Adding and removing visits
Blocking suspicious app users
Canceling a membership for a patient
Make edits to your client profiles
View and Redeem a Client’s Services and Rewards
View Patient Order History
Managing Affirm Financing
Manage Affirm financing for your practice.
Process refunds for Affirm-financed purchases (Admin Panel)
Your Account, Billing, & Locations
Guides for updating your account, billing info, and practice locations.
Setup Options for Clients with Multiple Locations
How to Schedule a Meeting With Your Customer Success ManagerYour Customer Success Manager (CSM) is here to support your practice and help you get the most out of RepeatMD. You can schedule either a Group Training Session or a…
Pay an overdue balance and update your payment method (Admin Panel)Learn how to pay overdue RepeatMD subscription balances and update your saved payment method directly in the Admin Panel to restore access and prevent future interruptions.
Intro to Transactional Emails
Transaction Fees Explained: Charges and Refunds
What you need to know about membership dunning on your Patient Rewards app
Your Guide to Onboarding with RepeatMDWhat to expect and how to get the most out of your onboarding experience on your Lite and Professional product tiers. ⭐
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
How to Change Your Bank Account in Stripe
Stripe Connect setup and FAQs
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