Client Portal
Orders, client portal and account information
By William1 author15 articles
- Editing Formulary Record FieldsHow do I change my supplement names?
- Canceling an Existing OrderHow do I cancel an order?
- Placing an Order in the Client PortalManual order creation
- Address TypesCompany and consumer address types
- Finding Your Formulary ProductsHow can I see what’s in my Formulary?
- Bulk OrdersHow do I place a Bulk Order?
- Reports and AnalyticsWhere can I see reports regarding my account?
- Pack and Supplement ChangesWhy aren't my pack changes showing up in Shopify or in the client portal?
FAQ
Frequently Asked Questions
- How long does an order take to be made?Order Production and Shipping Clarity
- How do I create a curated pack?Why can’t I create my own curated pack?
- Does OK Capsule hold orders?
- What is the OK Capsule order cancellation policy?Canceling Orders
- Can I create an order with the wholesale pricing?A client workaround for paying customer prices.
- Where can I see my sales ordersSales Order List
- Can I set up a subscription in the client portal?Recurring customer orders