Dispensary setup: Setting up your dispensary (US accounts)

  Practitioners

In this article:

Getting started
Step 1: Creating an account & dispensing tools selection
Step 2: Complete your address
Step 3: Upload your credentials
Step 4: Select your account type
Account setup complete — what to do next!

 

Getting started

Fullscript is an online dispensing solution for professional-grade supplements virtually or in-office, all in one platform. This guide walks you through completing your account so patient and/or wholesale orders can be placed successfully. Consider booking a demo with us for a personalized walkthrough of your account with one of our onboarding specialists.

Before orders can be placed, you need to:

1. Create your account and select your dispensing tools
2. Provide your address
3. Upload your healthcare credentials
4. For virtual dispensing: select an account type: profit or no-profit
   • Profit account types require additional personal or business information. 

Tip! This guide has been tailored specifically to US accounts. Head to Setting up your account (Canadian accounts) for Canadian account support. 

 

Step 1: Creating an account & dispensing tool selection

Click here to sign-up for an account. From the sign-up form (shown below), select your profession or specialization and select a sign-up option to continue. Create your account securely with Google SSO or select Continue with email to manually enter your email address and set a password.

Creating a new account from the practitioner sign-up page.

Note: The email address used to create a new dispensary can't be in use by another practitioner or patient account. We recommend using an alternate email address, changing the email address of your existing account to an alternate email, or reaching out to our Customer Success team to deactivate the other account. Learn more.

 

Wholesale & virtual dispensing tool selection

Before you jump into your dispensary, you'll be asked how you plan to use Fullscript: wholesale ordering (US dispensaries only), virtual dispensing, or both! The purpose of this page is to make sure we collect only the information we need for you to get started. Select the tools you need then click Enter my dispensary to continue to your account. 

Practitioners only interested in wholesale ordering will benefit from a faster sign-up experience. However, you can unlock virtual dispensing tools at any time by providing additional information. 

Activating dispensary tools to customize the onboarding experience.

 

Completing the account setup checklist

You can explore your dispensary after selecting your dispensary tools, but some pages will be inaccessible until your account setup is complete. To finish setting up your account, select the next task in the checklist or select the orange banner from the top of the page.

At any point during your account setup, select I'll finish this later to save your progress and exit the modal.

Select the 'Complete account setup' banner or the next task in the checklist to get your account order ready.

 

Step 2: Complete your address

Here you'll need to enter your address information. This shouldn't be confused with your shipping address for wholesale ordering. This is solely used to verify you as the account holder. All information provided is securely encrypted. 

Entering your home address for identity verification purposes. 

 

Step 3: Upload your credentials

Next, upload your healthcare license or certification for review. Your credentials must be approved before you can place a wholesale order and before patients can begin placing orders through your dispensary. Reviews are typically completed within 1 business day.

After uploading your credentials, a 'pending review' banner will display in your account until your credentials are approved. We'll also send an email to your inbox confirming your account is order-ready. 

Uploading a copy of your credentials for review. Approval is required before direct-to-patient or wholesale orders can be placed successfully.

Tip! Check out Getting your credentials approved for general acceptance standards for professional licenses, permits, degrees, and other healthcare credentials. 

 

Step 4: Select your account type

Finally, select your account type — profit or no-profit. Profit margins vary by region and account type.

If Buy wholesale is chosen at the dispensing tool selection step, your dispensary will default to a no-profit account and this step won't be presented to you. You can opt-in to earn a profit later by going to the Payment settings page in your Dispensary Settings and providing additional information.

Selecting an account type to complete your account.

 

No profit vs. profit account types

No-profit dispensaries benefit from a simpler sign-up experience and avoid tax implications. With a no-profit model, patients are eligible for a 10% discount on all products in your dispensary.

By choosing a profit account, you can earn a margin of patient sales placed through your dispensary. As a profit account holder, you become the seller of record and authorize direct deposit payouts to your bank account. Additional personal or business information is required to set up a Stripe Connect account and verify your identity.

Additional information required when a profit account type is selected during account setup. 

Note: When a profit account is selected, you must provide your personal or business information (including an SSN or EIN) and add a bank account to earnings from patient sales.

 

Profit accounts only: Add a bank account to receive payouts

Your direct deposit information for a bank account needs to be provided to transfer your earnings to you. Profit won’t be earned on any patient orders placed prior to adding your bank account or on orders where the maximum discount was applied to the order. Enter your bank account and click submit to complete your account setup and close the modal.

 

Account setup complete — what to do next!

Congrats, you've completed your account! Check out any of these resources to help customize your dispensary.

Next steps for virtual dispensing:

• Dispensary terminology settings
• Add practitioners and staff members
• Global patient access settings
• Personalize your landing page
• Set product catalog permissions
• Add patients to your dispensary
• Importing patient lists
• Add a Fullscript sign-up/log in button to your website

Next steps for wholesale:

• Wholesale tax exemption
• Building your first wholesale order

We encourage all new accounts to book a demo for a complete walkthrough of your new dispensary. From direct-to-patient, wholesale, and everything in between, we have you covered — all in one platform.