Admin & Analytics
Manage your admin panel, track revenue and performance, and access reporting tools.
16 articles
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
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…
How to Update Your Payment Method in StripeIf your RepeatMD subscription is billed through Stripe, you can quickly update your payment method using your secure Stripe billing portal. This ensures your payment information stays current and your…
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