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The online shop lets patients buy gift cards, packages, services, products, and medications in one purchase. Items are grouped by category, so patients can browse related offerings together instead of switching between separate lists.

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Choose what patients can buy

An item is eligible for the shop when all of the following are true:
  • The item is not archived.
  • Price is greater than zero.
  • Show in Checkout is on.
  • The item is visible in the patient portal.
  • The item is not hidden from the online shop.
Services must also be available for online booking. A service set to new patients only or existing patients only appears only to patients who match that setting. Phone-only services and services hidden from all patients do not appear. Go to Settings > Patient Experience > Shop to choose which eligible services, products, medications, packages, and gift cards appear. Click Hide on an item to remove it. To restore an item, click the hidden items button, find the item under Hidden shop items, and click Add. Use Categories to control how services, products, medications, and packages are grouped. When items share the same name, the shop shows one option instead of repeating it. Items with no category don’t share one bucket. Each type gets its own section — Other Services, Other Packages, Other Products, and Other Medications — so an uncategorized medication doesn’t sit next to an uncategorized product. Uncategorized gift cards are the exception: they appear under plain Gift Cards, since that is usually the only place shoppers see them.

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Choose the photo shape

On the same Shop page, Product image aspect ratio sets the shape of every item photo in the shop. Pick Wide (16:9) to fill the card with the photo and crop the top and bottom, or Square (1:1) to show the whole photo with the card background filling any empty space. See Image Sizes for what to upload.

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Show promotions

Active automatic promotions appear with the matching items. Featured offers also appear in the Promotions section at the top of the shop, while the same items remain available in their normal categories. The patient sees the discounted price before adding an item to the cart. Eligible discounts are confirmed again when payment is prepared. See Promotions to create and manage offers.

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Complete a mixed purchase

Patients can add different item types to the same cart and pay once for the full order. When a physical or taxable purchase needs a clinic location, the shop asks the patient to choose one before payment. After payment, the patient sees one confirmation for the full order. Gift cards and packages are added to the appropriate patient accounts, while products and medications follow your clinic’s normal pickup or fulfillment process.

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Book a purchased service

A service bought through the shop is prepaid and added to the patient’s account. The confirmation page includes Book your purchased service so the patient can continue to scheduling with the purchased service already selected. The prepaid service is applied during booking so the patient is not charged for it again. Package and prepaid service purchases must be paid by card. ACH is not available because the purchased benefits can be used immediately.