An approved client with a valid credit card can place orders through the Client Portal without the help of a Customer Service Representative–or CSR.
Note: A CSR logged in as a patient will be unable to complete an order through the portal. A CSR should only enter this workflow to diagnose issues and assist the client in placing their order. To place an order on the client's behalf, visit the Orders module.
Log into the Client Portal. The My Account tab will open by default.
Open the Shop tab. This displays all products available to the client.
Add items to the cart.
Select a product to open the product's page.
Note: A client can filter the results on the Shop tab by any of the fields in the sidebar.
Open the Options Available drop-down menu, and select a SKU.
Open the Quantity drop-down menu, and select the quantity to add to the order.
Click
to add the item to the cart.
Repeat this process for each item in the order.
Once the client is finished shopping, click the
icon to access the shopping cart.
Click
to proceed to shipping selection.
Select a shipping method, and click
to proceed to payment selection.
Note: Depending on the license holder's settings, Same-Day Shipping or Saturday Shipping options may be available.
If applicable, enter a discount code in the field provided, and click Apply to redeem the code. Applicable discounts or policies may also appear in the Discounts/Policies section.
Select a payment option, and click
to proceed to the order confirmation.
To enter information for a new credit card, click Add a credit card.
Read through the details on the order confirmation page. If everything is in order, click
to finalize the purchase.
Note: A CSR logged in as a patient will be unable to complete an order through the portal. To place an order on the client's behalf, visit the Orders module.
Visit the My Profile tab to Add a New Credit Card.