Design Infosheets

Navigation: Admin > Settings > Design > Infosheet

What Is an Infosheet?

An infosheet is a printable document provided to patients that contains detailed information about a formula or product. Infosheets are fully customizable, allowing you to control layout, content, styling, and which data is displayed.

A major enhancement in the new system is the ability to create infosheets for products, in addition to custom formulas.

A help video is available within this section.

Types of Infosheets

Custom Formula Infosheets

• Each herb/formula type requires its own infosheet (e.g., raw/bulk vs. granules)

• You may create:

  • One infosheet for all formulas of a given herb type

  • Different infosheets per dosage mode

Product Infosheets (New Feature)

• Create infosheets:

  • Per product

  • Per product category

  • For all products

Multiple Infosheets

• You may create multiple infosheets with:

  • Different layouts or styles

  • Different languages

• One infosheet is always marked as the default

• Practitioners can choose an alternative infosheet if more than one is available

• If dosage-mode–specific infosheets exist, each dosage mode may have its own default

Viewing Infosheets

Navigate to:
Admin > Settings > Design > New Infosheets

From this list you can see:

• Infosheet name

• Formula type (dosage mode)

• Page size

• Default status

• Visibility status

Status Types

• Draft – Not available for use

• Show to Practitioner – Available in practitioner accounts

• Private – Admin-only; hidden from practitioners

Available actions:

• Edit

• Copy (infosheets can only be copied within the same herb type due to differing fields)

Creating an Infosheet

Navigate to:
Admin > Settings > Design > New Infosheets

If your dispensary was set up prior to August 2021, you may be using the legacy system.
Go to Settings and switch to the New System to use the new infosheet builder. You can switch back at any time.

Start Options

• Start from Scratch (blank page)

• Start from a Template (recommended for faster setup)

About Containers

Infosheets are built using containers (sections). Containers can be:

• Moved

• Resized

• Styled

Fields are placed inside containers. Core containers are created automatically as fields are added, and additional empty containers are available for custom sections.

Default Container Types

• Header

• Dispensary

• Patient

• Practitioner

• Formula

• Formula Ingredients

• Footer

• Empty / Custom Containers

About Fields

Fields represent labeled data placed inside containers.

• Each field may include:

  • A Title

  • The associated Data

• You may display:

  • Title + Data

  • Data only

• Some fields are empty text fields used for custom content

Example

• Title + Data: Practitioner Name: Rachel Yang

• Data only: Rachel Yang

Images

Images improve the professionalism of infosheets.

• Images can be added to any container

• Multiple images per container are supported

• Images can be resized and padded

• Use as many or as few images as desired (often 1–3 is sufficient)

Step 1 – Create

1. Select the formula type (e.g., Granules)

2. Click Add New

3. Choose Blank Template or Premade Template

Step 2 – General Settings

Configure the following:

1. Template Name – Displayed to practitioners

2. Description – Internal reference

3. Background Style

   • Solid color

   • Background image (fit, tile, or stretch)

   • White background is recommended for readability and printing

4. Dosage Mode

   • ALL or a specific dosage mode

5. Margins

   • Defines blank space around the page edges

Click Save.

Step 3 – Header

The header appears only on the first page.

Header options include:

• Container width (default 100%)

• Border color and thickness

• Container margins

• Header title (on/off)

• Font, size, alignment, color

• Bold, underline

• Padding

Example setup

• Title: Granule Infosheet

• Font size: 25

• Bold and underlined

• Centered logo image with reduced height

Step 4 – Dispensary Information

This container pulls data from:
Admin > Settings > Account

Typical configuration:

• Container width: 33%

• Top margin: 15px

• Title font: 15 (bold)

• Field font: 11

Available fields include:

• Dispensary name

• Phone, website, email

• Address fields

• Dispensary graphic (optional)

Step 5 – Patient Information

1. Enable desired patient fields

2. If a field has no data, it will be omitted automatically

3. Recommended font size: 11

4. Title font: 15 (bold)

5. Add top margin for spacing

Available fields include:

• Patient name

• Phone, email

• Address fields

• Patient graphic

Step 6 – Formula Information

Formula information includes both formula details and order data.

Recommended container width: 100%, as some fields contain long text.

Notes:

• Fulfillment date appears only after fulfillment

• Shipping fields are omitted for pickup orders

Common fields include:

• Formula name and type

• Dosage mode

• Preparation instructions

• Dosage instructions

• Add-on services

• Refill information

• Shipping and delivery details

• Total formula weight

Step 7 – Formula Ingredients Table

Ingredients appear in a table format.

You can:

• Select which columns appear

• Control column order and width

• Style borders and headers

• Drag-and-drop columns to reorder

Ordering Options

• As entered

• Alphabetical (by name type)

• SKU

• Quantity (high → low or low → high)

Styling Options

• Title row background color

• Outer and inner border color and thickness

Available columns vary by herb type and may include:

• SKU

• Herb type

• Multiple name types

• Quantity fields

• Ratio

• Percentage

• Pricing fields

• Contraindications

• Table graphic

Step 8 – Footer

The footer appears at the end of the infosheet, not fixed to the page bottom.

Footer options include:

• Custom footer text

• Dispensary name

• Phone number

• Website

• Footer image

Step 9 – Empty Containers

You may add empty containers to:

• Create custom sections

• Group related fields

• Add text-only content

Fields can be moved into any container.

Step 10 – Extra Fields

Create custom text-based fields with optional images.

Available formats:

• 1-column

• 2-column

• 3-column

• 4-column

Enable the field, enter your text, and style as needed.

Step 11 – Rearranging Containers and Fields

1. Click Arrange at the top of the preview

2. Drag and drop containers and fields

Width Rules

• Containers must fit within the same row

• Examples:

  • 100% (single column)

  • 50% / 50%

  • 33% / 33% / 33%

  • 25% / 25% / 25% / 25%

Need More Help?

If you need assistance designing infosheets or optimizing layouts, please contact support.