First, the account owner adds a card on file for subscription billing and rare refunds more than a week after purchase; those charges come with a full description. Then the business owner or primary bank-account controller completes Stripe Connect for payouts in Earnings, including all required business, personal, EIN or tax ID, and bank details. Check Settings > General colors, logo, background and contact details; verify all domains; set your own medication prices; add any discounts or memberships you want; and invite staff. If you use your own providers, onboard the medical director and providers, await NPI and pharmacy-network approval, build clinic exams and exam rules, and assign an exam to each applicable product variant. Publish launch products and your first workflow if needed. Add yourself as a patient. A discounted real test order is optional; check the full total and coordinate it with your onboarding contact if you choose to place one. Ask Healthaide for final launch review before sharing your patient link. See the Account Activation Guide for the full checklist.
What should I do first when I get into my account?
first stepssetup orderlaunch
