- What happens in your first week as a clinic
A clear day-by-day of how your storefront, products, and team are set up so you can start selling within a week.
- How fast does my order ship?
Ship times by product type, what tracking looks like, and what to do if something is delayed.
- Can I pause my reorder?
Yes — here is how to pause a subscription, change cadence, or skip a single shipment.
- Setting up your own web address
Point yourpractice.com at your storefront in three steps, with no DNS jargon.
- Reading your monthly bill
What every line on your monthly invoice means, and how to predict your next bill.
Getting started
Your first week with Platform Health.
- What happens in your first week as a clinic
A clear day-by-day of how your storefront, products, and team are set up so you can start selling within a week.
- Setting up your own web address
Point yourpractice.com at your storefront in three steps, with no DNS jargon.
- Your first email send
How to draft, schedule, and send your first marketing email — and what your team checks before it goes out.
- Reading your insights dashboard
A walkthrough of the numbers that matter and the ones you can safely ignore.
- Inviting your team
How to add providers, admins, and helpers to your workspace, and what each role can do.
- Connecting your Stripe account
A walkthrough for the Stripe onboarding flow — what info you need and how long it takes.
Day-to-day
How to work with your team and the dashboard.
- How to approve an AI draft
When the co-pilot drafts a reply, an email, or a product description, here is how to review and ship it.
- When to escalate to your operator
Most things you can handle yourself. These are the ones to send up the chain.
- Handling refunds
The decision tree for refund requests and the dashboard buttons to handle each case.
- How the AI helps you (and where it stops)
A clear picture of what the dashboard AI does, what it does not, and how to control it.
- How to give us feedback
Three ways to send feedback or feature requests, and how we triage what gets built.
Billing & payouts
Reading your bill, invoices, and getting paid.
Compliance & safety
Age-gates, RUO, HIPAA, and what we do behind the scenes.
- How prescription products work
What changes when a product requires a consult, and what we ask you to acknowledge at checkout.
- When the age-gate fires
Why some storefronts ask you to confirm your age and how the gate works.
- What we handle to keep you HIPAA-compliant
A plain-English summary of how the platform handles PHI and what you still need to do as a clinic.
- Setting up two-factor authentication
How to add a second sign-in factor and what happens if you lose your phone.
- Where your data is stored
A plain-English answer about hosting, regions, and what to do if you need data in a specific country.
Troubleshooting
When something looks off, start here.
- I can't see my orders
A diagnostic walkthrough for when your order queue is empty or missing entries.
- My Stripe payout didn't land
When a payout is missing or late, here is the diagnostic process.
- My client says they didn't get the email
The five most common causes of missing transactional emails and how to fix each one.
- My storefront looks broken on mobile
Quick checks when your store renders weirdly on a phone or tablet.
Best clinics
What works for the clinics and vendors growing fastest.
- Setting up your reorder cadence
How to pick the right shipment intervals so customers stay subscribed and pharmacies stay happy.
- Pricing your services
A framework for setting prices when you are starting from scratch and have no benchmark.
- Brand voice that converts
The five rules for product copy and emails that actually drive sales.
- Reducing client drop-off at checkout
The five highest-impact things to fix when your add-to-cart-to-purchase rate is below 30%.
- When to add a second storefront
How to know if it is time to launch a sub-brand or a separate storefront for a different audience.
Can’t find what you’re looking for?
Clients reach their clinic through the storefront help link. Clinics and vendors get a dedicated operator inside the dashboard — message them anytime and you’ll hear back the same business day.