Client Profiles

How to manage your patients’ accounts and details.

12 articles

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.