Dispensary setup: Setting up your dispensary (US accounts)

  Practitioners

In this article:

Getting started
Creating an account & dispensing tool selection
Completing account setup
Step 1: Create an account & dispensing tools selection
Step 2: Select your account type
Step 3: Business owner information (Profit accounts only)
Step 4: Financial address (Profit accounts only)
Step 5: Banking details (Profit accounts only)
Account setup complete — what to do next!

 

Getting started

Join Fullscript to simplify your workflow, grow your practice, and yield better patient outcomes with an online dispensing solution for professional-grade supplements both virtually or in-office. This article walks you through how to sign up and complete your account. Consider booking a demo with us for a one on one walkthrough of your account.

To get started:

1. Create your account and select your dispensing tools.
2. Upload your healthcare credentials and select your state of practice.
3. For virtual dispensary, select an account type: profit or no-profit. Profit account types require additional personal and/or business information before patient/client orders can be placed.

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

 

Creating an account & dispensing tool selection

Head to our sign-up form to create your account today. First, you'll need to enter your name, set a dispensary name, and select your health profession. Review our Terms of Service and Privacy Statement before checking the I agree checkbox, then click Next: Select sign up method. Here you can 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 for support. 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 interested in wholesale only benefit from a faster sign-up experience. This selection defaults your account type to a no-profit account so you keep your access to virtual dispensing tools in case you change your mind later.

Activating dispensary tools to customize the onboarding experience.

 

Completing account setup

You can explore your dispensary after selecting your dispensary tools, but some pages will be inaccessible until your account setup is complete. To complete account setup, select the Complete account setup banner from the top of the page or an incomplete task from the checklist on your dashboard.

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

 

Step 1: Upload your healthcare credentials

Upload your healthcare license or certification for us to review, and tell us what state you practice in. We'll also need your contact phone number in case we need to contact you. Your credentials have to be approved before you can make a wholesale order and before patients can start ordering 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 2: Select your account type

Select your account type — profit or no-profit. If Buy wholesale was chosen at the dispensing tool selection step, your dispensary will default to a no-profit account, and the following steps won't be presented to you.

 

No-profit account selection

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.

Selecting an account type to complete your account.

 

Profit account selection

By creating 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.

Select a profit margin (%). This is the margin of sales you will earn on orders placed through your dispensary. This simultaneously sets a patient discount for all patients in your dispensary, stackable with individual patient discounts. See Dispensary & individual patient discounts to learn more.

Additional personal and business information will be required to verify your identity.

Choosing a profit account type when completing your account setup.

 

Step 3: Business owner information (Profit accounts only)

At this step, enter the business owner's information. This is for identity verification purposes and to set up the account as the seller of record in respect to purchases placed through the dispensary.

Entering business owner information for identity verification purposes.

 

Step 4: Financial address (Profit accounts only)

We use your financial address to mail your tax forms and set up direct deposits. All information provided is securely encrypted.

Entering your financial address to complete profit account setup.

 

Step 5: Banking details (Profit accounts only)

To complete your account and receive direct deposits (payouts), you'll need to provide your banking information. Please note that profits won't be earned on patient orders placed before adding your bank account or on orders where the maximum discount was applied.

Enter your bank account and click Complete setup to finish setting up your account and close the account setup modal.

Entering banking details to complete profit account setup.

 

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
• Dispensary & individual patient discounts

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.