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To manage HSA/FSA payments and view insights, visit the Dashboard.
Flex provides all the tools you need to understand HSA/FSA as a channel. Through the Dashboard, you can manage your HSA/FSA payments, products, customers, subscriptions, and payment links. You can also export data for easy financial reconciliation. If you’re new to the Dashboard, you can watch a Loom walkthrough here. From the Overview page, adjust the date range to quickly see:
  • Revenue, conversion, and checkout trends over time
  • How this period compares to the previous period
  • Your highest-spending Flex customers
  • Your top-performing products on Flex
  • How revenue and checkout sessions break down by eligibility
  • How customers are completing purchases (direct payments vs reimbursements)
Dashboard Overview 2