Last modified: June 17, 2026
My storefront
Providers
My storefront is your patient-facing supplement store. It gives patients a curated place to discover, learn about, and purchase the products you recommend.
Instead of browsing thousands of products on their own, patients can explore the collections and protocols you create. By organizing products around common goals, interests, or recommendations, you can guide purchasing decisions, provide education at scale, and help patients find products that align with your approach.
Your storefront also helps you create resources once and share them with many patients. This makes it easier to deliver a consistent experience, support self-serve purchasing between appointments.
From My storefront, you can manage Collections, Protocols, Preferences, and other key settings that shape the patient experience.
Collections
Collections are patient-facing groups of products that help patients browse and shop your storefront.
Use collections to:
- Organize products around a health goal, category, or topic.
- Highlight products you frequently recommend.
- Create curated shopping experiences for groups of patients.
- Help patients discover relevant products without needing a personalized plan.
Patients can browse collections directly from their accounts and purchase products independently.
Note:
If you previously shared Favorites in your storefront, those products have been moved into Collections automatically—so your patients’ experience remains unchanged.
For step-by-step instructions on creating, sharing, and managing collections, see Creating collections.
Protocols
Protocols are patient-facing product recommendations designed to educate and guide many patients at once.
Use protocols to:
- Group products around a common wellness goal or approach.
- Add educational context that helps patients understand your recommendations.
- Share repeatable recommendations with groups of patients.
- Create scalable resources that support self-serve purchasing.
Unlike personalized plans, protocols are designed for broad sharing through your storefront. They help patients make informed purchasing decisions while giving your practice a consistent way to educate and support patients beyond individual appointments. Protocols help you standardize your recommendations while keeping the patient experience simple and clear.
For step-by-step instructions on creating, sharing, and managing protocols, see Sharing protocols.
Preferences
Preferences is where you control how your storefront looks and what patients can access, with all key settings in one place.
In Preferences, you can:
- Customize your storefront branding by updating your landing page, logo, and welcome URL
- Control your catalog by choosing which products patients can browse
- Set patient discounts to adjust pricing
- Embed website buttons and product cards on your site or blog to help visitors access your dispensary
Use these settings to tailor your storefront experience and align it with your practice.n it with your practice.
Staff management
‘Staff management’ is where you view and manage your staff members and their access.
All staff appear in a single list, making it easy to:
- See your full staff at a glance
- Update roles
- Adjust permissions
To access staff management:
- Go to Settings
- Select Staff
Staff management table listing staff members, roles, and status.
Manage your storefront permissions
Storefront permissions control who on your staff can view and manage storefront content, including Collections and Protocols.
You can give staff members different levels of access depending on whether they need to view content, create it, or manage all storefront content.
Storefront access
When Storefront access is enabled, a staff member can:
- See ‘My storefront’ in the navigation
- View all Collections and Protocols in your store
- Create new Collections and Protocols
- Edit only the Collections and Protocols they created
If this permission is disabled, they won’t be able to access storefront tools.
Note:
With Storefront access, sub-practitioners and clerks can view storefront content across the store—even if they didn’t create it. They can’t edit content created by others unless Edit storefront content is enabled.
Edit storefront content
You can allow additional editing access for staff members who need to manage all storefront content.
When enabled, they can:
- Edit any Collection or Protocol in the store, regardless of who created it
If this setting isn’t enabled, staff members can only edit the content they create.ate.
Manage staff permissions
To update storefront permissions:
- Go to Settings
- Select Staff
- Choose a staff member
- Update their permissions as needed
Use these settings to control how your staff collaborates on storefront content while maintaining oversight.