Admin & Analytics
Manage your admin panel, track revenue and performance, and access reporting tools.
42 articles
Admin Panel Access
Guides for granting and updating admin access.
- Introduction to 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 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.
- Migration Resources
- 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.
- Enhanced Free Service Management and RedemptionJanuary 2025
- How to Issue Refunds from the Admin Portal
- 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.
- Adding and removing visits
- Blocking suspicious app users
- 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.
- Make edits to your client profiles
- View and Redeem a Client’s Services and Rewards
- View Patient Order History
- 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.
- Setup Options for Clients with Multiple Locations
- 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. ⭐
- Offboarding from RepeatMD: How to Prepare Before Your App Is DeactivatedWhen you request to cancel your RepeatMD subscription, your platform enters a deactivation process. This article explains what to expect and what to do before your app goes offline.
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 Set Up Your Stripe Account
- How to Change Your Bank Account in Stripe
- Stripe Connect setup and FAQs
- How are refunds processed and merchant funds handled when using Stripe via RepeatMD?
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