Practitioner Account Profile
Automatic Discounts
Automatic Discounts (Per Practitioner) Estimated reading: 1 minute Path: Admin > Practitioners > Open Profile > Discounts Automatic Discounts allow you to apply a percentage-based or flat discount to products or formulas without requiring a discount ...
Formula Settings
Formula Settings (Per Practitioner) Path: Admin > Users > Practitioners > Find Practitioner > Edit > Settings > Formula Formula Settings allow you to control how formula builders behave for an individual practitioner. These settings are applied per ...
Label and Infosheets
Practitioner Label & Infosheet Display Settings Estimated reading: 1 minute This page allows you to define what practitioner contact and personal information appears on labels and infosheets. The information entered here is display-only and does not ...
Logo
Practitioner Logo Navigate to Admin → Practitioners → Find Practitioner → View Profile → Settings → Logo to manage a practitioner’s logo. Overview The Logo setting allows the dispensary admin to control which practitioner logo is used, including ...
Markups
Markup Credits Navigate to Admin → Practitioners → View Practitioner Profile → Markups to manage and review practitioner credits. Overview When credits / markups are enabled, this section allows the dispensary admin to manage a practitioner’s credit ...
Order History
Order History Navigate to Admin → Practitioners → View Practitioner Profile → Order History to review all orders associated with a specific practitioner. Overview The Order History page provides a complete record of orders placed by or associated ...
Payment Settings
Payment Settings Navigate to Admin → Practitioners → Find Practitioner → View Profile → Settings → Payments to manage a practitioner’s payment methods. Overview The Payment Settings section allows the dispensary admin to manage saved credit cards ...
Vouch Settings
Vouch Settings Navigate to Admin → Practitioners → Find Practitioner → View Profile → Settings → Vouch to manage vouch permissions for a practitioner. Overview Vouching allows a practitioner to request that orders be released and shipped before ...
Checkout Settings
Checkout Settings Navigate to Admin → Practitioner Profile → Settings → Checkout to configure default checkout preferences for a practitioner. Overview Checkout Settings allow practitioners to define default options that are automatically selected ...
Shipping Addresses
Practitioner Shipping Addresses Navigate to Admin → Practitioners → View Practitioner Profile → Addresses to manage practitioner addresses. The dispensary admin can add or modify practitioner addresses from the admin interface. Practitioners can also ...
Profile Information
Practitioner Profile Navigate to Admin → Practitioners → Find Practitioner → View Profile → Profile to view and manage practitioner details. A Practitioner Profile Help Video is available for guided instructions. Overview The Practitioner Profile ...
Popular Articles
Admin Notifications
Admin Notifications Admin notifications alert you to important activity within your dispensary. Notifications appear in the top navigation bar as a bell icon, with a number indicating how many unread notifications you have. Notification Types The ...
Dashboard Settings
Admin Website Dashboard Navigation: Admin > Settings > Admin Website Overview The Admin Dashboard displays informational widgets that help you manage and monitor your dispensary at a glance. You have full control over which dashboard widgets are ...
Add a Custom Product
Add a Custom Product Steps to Add a Custom Product Navigate to Admin → Products → Add New Product. Step 1 – Enter the Product SKU Enter a unique SKU for the product. Step 2 – Set the Product Status By default, the product status is set to Publish. ...
View Product List
View Product List To view all products in your dispensary, go to: Admin > Products Product Types There are two types of products in the system: 1. Simple Products Do not require ingredients from your catalog Ready-made items that can be shipped or ...
View Orders
Orders Module Overview Navigation: Go to Admin > Orders The Orders module is where all orders placed by practitioners or patients are managed. Once an order is submitted, it will appear in this section until it is completed, cancelled, or archived. ...