Client Profiles
How to manage your patients’ accounts and details.
13 articles
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
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 to Memberships, Rewards, and Treatments After Cancellation (Admin Panel)Learn what happens to a patient's rewards, banked treatments, and account access when their membership is cancelled.