Adding your bank account
Last modified: May 28, 2024
[…] to the Payout bank account heading. Select an inactive bank account. Click Activate account. Removing inactive bank accounts Bank accou...
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Patient account settings
Last modified: May 28, 2024
[…] remove a credit card from your account: Desktop Mobile browser From the My account page, scroll down to the Credit cards heading. Hove...
Account activity and balance report
Last modified: May 24, 2024
[…] appear in the report. Gross Sales has been renamed to Net Sales, a more intuitive term given that this total is adjusted by returns. Order...
Deleting and archiving patients
Last modified: May 23, 2024
Overview To prioritize the protection and security of health data and patient privacy, practitioners can’t permanently delete patients from their di...
How do I remove saved payment methods from my account?
Last modified: May 28, 2024
Payment methods are saved for future use when you place an order. Saved cards can be deleted from your My account page. To get there, log in and selec...
I’m a practitioner. Where can I delete saved credit cards?
Last modified: May 27, 2024
The following is limited to saved payment methods used for wholesale purchases. Wholesale is only available to practitioners in the US. To delete save...
ChARM integration
Last modified: May 28, 2024
[…] can be integrated with their corresponding Fullscript account. If they don’t have a Fullscript account, they can be enrolled from your C...
Archiving practitioners and staff members
Last modified: May 28, 2024
[…] of a dispensary, please contact our Customer Success team. Archiving practitioners and staff Store owners and staff accounts can archive a...
Saving and managing payment methods for wholesale purchases
Last modified: May 28, 2024
[…] where they can be selected to pay for a new order. When a card is no longer in use, you can visit your Account settings to remove/ delete ...
Updating your Autoship schedule and future Autoship orders
Last modified: May 28, 2024
You can modify Autoship orders at any time from the Autoship page in your account.