Settings
Payment & Shipping Preferences
Payment & Shipping Preferences These settings control who pays for orders and where orders are shipped by default for your account. They define your standard workflow and can simplify checkout by pre-selecting the most common options for your ...
Vouching Options
Vouch Settings Vouching allows you to expedite patient orders by letting the dispensary fulfill and ship them before payment is received from the patient. When vouching is enabled, you will see an additional option during checkout that allows you to ...
Saved Credit Cards
Saved Credit Cards The Your Credit Cards page allows you to securely store payment methods for faster checkout when placing orders. Saved cards can be used for future purchases without re-entering card details each time. For security reasons, credit ...
Label & Infosheet Display Settings
Label & Infosheet Display Settings This page lets you control what practitioner information appears on labels and infosheets that are generated for your patients. These fields define how your contact details are presented on patient-facing documents. ...
Practitioner Logo
Logo Settings The Logo Settings page allows you to upload your own clinic or practice logo so it can appear on custom formula labels and related patient-facing documents. Uploading Your Logo Click Change Logo. Select an image file from your computer. ...
Patient Settings
Patient Settings The Patient Settings section controls how patients are invited to create their own accounts. Automatically Invite Patient to Register When this option is turned ON, the system will automatically send a registration invitation to a ...
Practices
Practices A Practice allows you to group multiple practitioners under a single umbrella so they can share data with one another. This is ideal for clinics, schools, or multi-practitioner environments where formulas, patients, and activity need to be ...
Product Settings
These refill settings apply only to products, not custom formulas. They allow you to define the default refill behavior whenever a product is added to an order. When enabled, you can control: Refills – Turns refill capability on or off for products. ...
Formula Settings
Formula Settings The Formula Settings area controls how the formula builder behaves when you create custom prescriptions. These settings define defaults, layout preferences, privacy rules, and how information appears while you are building formulas. ...
My Profile
My Profile The My Profile page is where you manage your personal and professional information within the system. Keeping this information accurate ensures smooth communication, proper account verification, and correct display across orders and ...
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. ...