Navigate to Admin → Practitioner Profile → Settings → Checkout to configure default checkout preferences for a practitioner.
Checkout Settings allow practitioners to define default options that are automatically selected during checkout. These defaults help speed up the ordering process while still allowing changes to be made at checkout when needed.
The system will preselect the chosen options, but none of these settings lock the practitioner into a specific checkout flow.
Practitioners can choose which payment option is auto-selected by default:
Auto-select Patient Pays
The system will default to the patient paying for the order.
Auto-select Practitioner Pays
The system will default to the practitioner paying for the order.
Only one option should typically be set as the default.
Practitioners can also define default shipping preferences:
Auto-select Ship to Patient
Defaults the shipping destination to the patient’s address.
Auto-select Ship to Practitioner
Defaults the shipping destination to the practitioner’s address.
Auto-select Pickup
Defaults the order to be marked for pickup instead of shipping.
These settings are defaults only and can be changed during checkout.
Auto-selected options help reduce clicks and improve workflow efficiency.
Defaults apply per practitioner and do not affect other practitioner accounts.
Checkout Settings are designed to streamline the ordering experience while maintaining full flexibility at the time of checkout.