Practitioners
Practitioner Checkout Settings
Practitioner Checkout Settings Go to Admin > Practitioner Profile > Settings > Checkout The practitioner checkout settings lets the practitioner choose default options for checkout to make the process go faster. The system will auto-select specific ...
Practitioner Vouch Settings
Practitioner Vouch Settings Go to Admin > Practitioner > Find Practitioner > View Profile > Settings > Vouch Vouching gives the option for the practitioner to request orders are sent out immediately before payment. This setting will enable the ...
Practitioner Refill Settings
Practitioner Refill Settings Go to Admin > Practitioners > Edit Practitioner > Settings > Refills The following settings control the practitioner’s refill settings. These settings can also be changed in the practitioner account by the practitioner. ...
Practitioner Profile
Practitioner Profile Go to Admin > Practitioners > Find Practitioner > View Profile > Profile Tab A practitioner profile consists of the general information about a practitioner, which is mainly the information they added during the registration ...
Practitioner Payment Settings
Practitioner Payment Settings Go to Admin > Practitioner > Find Practitioner > View Profile > Settings > Logo The payment settings let you manage a practitioners saved credit cards. Add a New Saved Credit Card The dispensary admin can add a new saved ...
Practitioner Order History
Practitioner Order History Go to Admin > Practitioners > View Practitioner Profile > Order History View the Order History for each practitioner Order # Purchase Date Product Qty Paying Party Payment Method Order Price Order Status Action Options ...
Practitioner Markup Settings
Practitioner Markup Settings Go to Admin > Practitioner > Find Practitioner > View Profile > Settings > Markup This will apply a markup automatically to every item in the practitioners cart. Practitioners can also set this markup in their account, ...
Practitioner Markup / Credits
Practitioner Markup / Credits Go to Admin > Practitioners > View Practitioner Profile > Markups If you have credits/markups enabled, the dispensary admin can manage the practitioners’ credits and view the history of credits. Add Credits The ...
Practitioner Logo
Practitioner Logo Go to Admin > Practitioner > Find Practitioner > View Profile > Settings > Logo The dispensary admin can control the practitioners logo which can appear on the Label. Practitioners can upload a logo themselves from the practitioner ...
Practitioner Label Settings
Practitioner Label Settings Go to Admin > Practitioners > View Practitioner Profile > Settings > Labels Each practitioner can choose their own label options based on the setup/options of the dispensary labels. The dispensary admin can control the ...
Practitioner Formula Settings
Practitioner Formula Settings Go to Admin > Practitioner > Find Practitioner > View Profile > Settings > Formula You can control a practitioners formula settings by opening up their profile, and going to their formula settings tab. There are general ...
Practitioner Automatic Discount Settings
Practitioner Automatic Discount Settings Go to Admin > Practitioners > Open Profile > Discounts Tab An automatic discount reduces a price of one or more products or formulas by a percentage or a flat amount without requiring a discount code. ...
Practitioner Addresses
Practitioner Addresses Go to Admin > Practitioners > View Practitioner Profile > Practitioner Addresses The dispensary admin can add or modify a practitioner physical address and the individual practitioner can also add or edit their own addresses in ...
Delete a Practitoner
Delete a Practitioner To delete a practitioner go to Admin > Practitioners Search for a Practitioner and/or find them in the Practitioner list Click on Delete icon under action menu next to their name The system will ask you to verify you want to ...
Add a Practitioner
Add a Practitioner Go to Admin > Practitioners > Add Practitioner Instructions to add a practitioner: 1. Practitioner Self Registers 2. Admin manually adds practitioner Practitioner Self Register Instructions Practitioners can register for an account ...