Settings and admin

One guide per Settings card, plus reports, developers, affiliated clients and website checkout.

Settings — NotificationsStop all patient emails and texts, choose who hears about patient payments, set team alert defaults for patient messages and staff conversations, and pick your own alerts.
Settings — OrdersAdd up to 20 of your own order labels, such as Ready for pickup, use them on Orders, and find where the other order settings live.
Settings — SecurityTwo switches: require 2-step verification (MFA) for your team, for your patients, or both, and what to do when someone can't get their code.
Settings — LogsCheck whether a patient got an email or text, read the exact message and why it failed, send an email again, and export the log.
Settings — PaymentsConnect or switch the patient payment processor, set the default shipping price, and turn on saved-card charges and split-3 installments for API orders.
Settings — DevelopersCreate API keys, send webhooks to your server, read the Request Log, and tell sandbox mode from test mode. Links to the API docs for building integrations.
Settings — Staff permissionsLet Client Staff issue refunds, create payment requests, manage promo codes, send marketing, manage subscriptions and book visits, and limit which catalog categories each staff member sees.
Put checkout on your own websiteAdd a Get started button to Webflow, Wix, Shopify or WordPress: which checkout link to use (product-first, assessment-first, intake-first), embedding checkout, and where UTM attribution goes.
ReportsYour weekly numbers: paid sales, net revenue, refunds, time to claim and prescription, new patients and staff activity, how each metric is counted, exports, and where recurring revenue lives.
Affiliated clientsAdd affiliated (child) clients under your account, copy your products and pairings to them, change their model or provider network, and deactivate them.
Review-only clients and GFE clearance defaultsWhat a Review Only client can and cannot do, and how to set the Good Faith Exam (GFE) treatments offered at each of your locations.