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Last modified: October 22, 2024

Catalog favorites and categories

Overview

Use Favorites to write plans even faster! Depending on your catalog permissions, favorites can help your patients self-serve and order from your go-to products. Plus, maintaining favorites is a breeze, as products can be added and removed from categories while writing plans and browsing the Catalog.

Tip!

Displaying your favorite categories to patients is optional. If you don’t want patients to have access to your categories, update your Patient catalog visibility.

Viewing your favorites in the plan builder tool

Prevent repetitive searches for products you recommend often. Taking the time to set up your favorites and categories will make writing plans easier and save precious time.

Viewing your favorites categories in the patient plans catalog.
Viewing your Favorites categories in the patient plans catalog.

Adding products to favorites and categories

Manage favorites where you interact with products most – in either the patient plans or wholesale catalog. Create new categories, add or remove products from categories, and browse favorited products from the catalog while writing a plan or building a wholesale order.

To browse your favorites while writing a plan, click the Products tab. Your favorites categories will appear at the top of the products page, right below the search bar.

The products tab
The Products tab in the navigation bar under the catalog heading.

Adding a product to your favorites

To favorite products while writing a plan, hover your cursor over the product you’d like to add to your favorites and click the Favorite ( ) button.

Clicking the star ( ) to favorite a product.

Adding a favorited product to a category

If you’d like to add the product to a custom category, click the Favorite button ( ) in the product card. A pop-up box will appear that will allow you to select the existing category or categories you’d like to add the product to.

The Add to a category box.

Once you’ve selected all the categories you want the product in, click Done to update your categories.

Removing products from your favorites or a category

If there’s a product that you’d like to remove from your favorites or a favorites category, you can do so in a similar way to how you’d add that product to a category.

  1. Find the product you’d like to remove from your favorites or your category.
  2. Click the Favorite button ( ).
    Click the Favorite button
  3. In the pop-up that appears, uncheck the box beside the category you’d like to remove the product from.
    Uncheck the box

Tip!

If you’d like to remove the product from all of your favorites, uncheck the box next to All Favorites at the top of the pop-up.

  1. Click Done.

Creating and managing favorites categories

Creating a category

To create a new category from within the catalog:

  1. Click the Favorites button ( ) on a favorited product to open the favorites pop-up.
    Favorites button on a favorited product.
  2. Click + Create category.
    Create category button
  3. Give your category a name.
  4. Click the Make visible to patients toggle to make the category visible to patients.
    Make visible to patients toggle
  5. Click Create.

Edit or delete a category

To edit or delete a category:

  1. Click Products in the navigation bar, under the Catalog heading.
    Favorites tab
  2. Click the Favorites button ( ) on a favorited product to open the favorites pop-up.
    Favorites button on a favorited product.
  3. From the list of categories, click .Edit category
  4. In the pop-up make your changes to the category name or patient visibility and click Save. If you’d like to delete the category, click Delete category.
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