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Client Portal

By Customer Success Team
10 articles

How to Renew a Registration through the Client Portal

Once a Customer Service Representative–or CSR–requests a registration renewal through a Client's Profile, the client will receive an email notification to log into the Client Portal and renew their registration. 1. Log into the Client Portal. Upon logging in, an Important: Action Required notification will appear, prompting the client to renew their registration. mceclip0.png 2. Select Click here to renew your registration to open a registration renewal form. mceclip1.png 3. Review the information, and update fields as necessary. - Note*: If the client changes the information in the Patient Information section, they must separately submit supporting documentation (eg. Driver’s Licence, Health Card, Passport, Legal Name Change Certificate, Marriage Certificate, etc.).* 4. Scroll down to the Representations section, and read through the relevant tab. If everything is in order, check the box to confirm that the client has read and agrees to the terms and conditions. mceclip2.png 5. Scroll down to the Consents section, and check boxes to acknowledge and consent to the use of personal information. mceclip3.png 6. Type your first and last name in the field provided. This will act as a digital signature. mceclip4.png 7. Click to proceed to a Registration Confirmation page. mceclip5.png 8. Read through the Registration Confirmation page. If everything is in order, click to submit the registration renewal. Once the client submits their renewal, a new registration entry will appear in the client's Registration tab, set to the Renewal Verification status. A CSR must verify the renewal, associate a new prescription with the registration, and then Set the Registration's Status to Approved before the client can continue placing orders.

Last updated on Feb 03, 2026

How to Amend a Registration through the Client Portal

Once a Customer Service Representative–or CSR–requests a registration amendment through a Client's Profile, the client will receive an email notification to log into the Client Portal and update their registration. 1. Log into the Client Portal. Upon logging in, an Important: Action Required notification will appear, prompting the client to amend their registration. mceclip0.png 2. Select Click here to amend your registration to open a registration amendment form. Fields that must be amended will be highlighted in red. mceclip1.png 3. Amend registration fields as necessary. 4. Scroll down to the Representations section, and read through the relevant tab. If everything is in order, check the box to confirm that the client has read and agrees to the terms and conditions. mceclip3.png 5. Scroll down to the Consents section, and check boxes to acknowledge and consent to the use of personal information. mceclip4.png 6. Type your first and last name in the field provided. This acts as the client's digital signature. mceclip5.png 7. Click to proceed to a Registration Confirmation page. mceclip6.png 8. Read through the confirmation page. If everything is in order, click to submit the registration amendment. mceclip7.png Once the client submits their amendment, their registration will be set to Amendment Verification in the Client's Profile. A CSR must verify the amendment, and then Set the Registration's Status to Approved before the client can continue placing orders.

Last updated on Feb 03, 2026

How to Place an Order through the Client Portal

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.* 1. Log into the Client Portal. The My Account tab will open by default. mceclip0.png 2. Open the Shop tab. This displays all products available to the client. mceclip1.png 3. Add items to the cart. 1. 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.* mceclip2.png 2. Open the Options Available drop-down menu, and select a SKU. mceclip3.png 3. Open the Quantity drop-down menu, and select the quantity to add to the order. mceclip4.png 4. Click to add the item to the cart. 5. Repeat this process for each item in the order. 4. Once the client is finished shopping, click the icon to access the shopping cart. mceclip5.png 5. Click to proceed to shipping selection. 6. 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.* mceclip6.png 7. 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. mceclip0.png 8. 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. mceclip8.png 9. 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.

Last updated on Feb 03, 2026