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.*
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Log into the Client Portal. The My Account tab will open by default.
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Open the Shop tab. This displays all products available to the client.
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Add items to the cart.
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Select a product to open the product's page.
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Note*: A client can filter the results on the Shop tab by any of the fields in the sidebar.*
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Open the Options Available drop-down menu, and select a SKU.
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Open the Quantity drop-down menu, and select the quantity to add to the order.
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Click
to add the item to the cart.
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Repeat this process for each item in the order.
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Once the client is finished shopping, click the
icon to access the shopping cart.
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Click
to proceed to shipping selection.
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Select a shipping method, and click
to proceed to payment selection.
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Note*: Depending on the license holder's settings, Same-Day Shipping or Saturday Shipping options may be available.*
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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.
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Select a payment option, and click
to proceed to the order confirmation.
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To enter information for a new credit card, click Add a credit card.
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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.