Getting started · For clinics

Who handles customer support — you or us?

A breakdown of which support cases come to you, which come to the operator, and which the client handles themselves.

3-min readUpdated

Three layers of support handle different things. Here is who owns what.

Layer 1 — client self-service

Most "support questions" are not really support questions. They are things the client can do themselves:

  • View an order and its tracking
  • Change shipping address before ship
  • Pause / change cadence on a subscription
  • Update their saved payment method
  • See and download invoices
  • Reset their password

The storefront's Account area handles all of this. Roughly 60% of would-be support tickets are pre-empted by self-service. We measure this and show you the count in your monthly summary.

Layer 2 — your operator

Your operator handles the day-to-day support that comes in by email, chat, or storefront contact form. This includes:

  • Order issues (lost packages, damaged items)
  • Refund and return processing
  • Subscription edits the client could not figure out
  • Account access issues
  • Polite escalation requests

Your operator works the queue throughout the business day and clears tickets typically within an hour during peak.

Layer 3 — you

You handle the cases that need a clinical or business decision only you can make:

  • Anything dosing, side-effect, or interaction (a clinician must respond)
  • Custom service requests outside your standard offerings
  • Refunds or credits over $500
  • Anything legal or regulatory

Your operator routes these to you and waits for your reply before proceeding.

How it shows up in the dashboard

The Support → Inbox view has three tabs:

  • You — items needing your decision (typically 1-3 per day)
  • Operator — what your operator is handling (read-only for you, available for context)
  • Resolved — last 30 days of closed cases

You should not have to dig into the Operator tab daily. It is there for transparency, not for you to micromanage.

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