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Clients

Module Overview

  • Clients Module
  • Client Profile
  • Clients Settings
  • AmpleCare
  • Orders Tab – Client Profile
  • Prescription Periods Tab – Client Profile
See all 17 articles

Client Management

  • How to Add a New Client
  • How to Accept Pending AmpleCare Submissions
  • How to Unsubscribe a Client from Marketing Emails
  • How to Add a Note to a Client's Profile
  • How to Send a Password Reset Email
  • How to Log Into the Client Portal as a Patient
See all 8 articles

Registrations

  • How to Change a Client's Registration Status
  • How to Refuse a Client
  • How to Request a Registration Amendment
  • How to Amend a Registration
  • How to Request a Registration Renewal
  • How to Renew a Registration
See all 9 articles

Prescriptions

  • How to Add a Prescription
  • How to Add a New Physician – Client Profile
  • How to Extend a Client's Prescription (Basic)
  • How to Extend a Client's Prescription (Premium)

Policies

  • How to Add a Policy

Sales Channels

  • How to Add a Client to a Sales Channel

Credit Cards & Recurring Orders

  • How to Add a Credit Card – Client Profile
  • How to Create a Recurring Order
  • How to Disable a Recurring Order

Call Logs & Email Logs

  • How to Create a Call Log
  • How to Send a Confirmation Email

Settings

  • How to Add a New Referral Code
  • How to Add a New Call Log Reason
  • How to Add a New Policy Type
  • How to Update a Policy Type
  • How to Add a New Language
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