Two ways to share
The type of link generated depends on whether the assigned client has a personal storefront token:Client storefront link
If your client has a share token, the link opens their personal shop pre-filtered to this protocol. The URL takes the form
/shop/{token}?protocol={id}. This gives the client a branded, personalised experience.General share link
If your client does not yet have a share token, the link goes to a general protocol view page at
/rx/{shareToken}. The client can still see and purchase the prescribed products.Share tokens are assigned automatically when a client is created. If a client is missing a token, check that their profile is fully set up under Practice > Clients.
Copying the link from the protocols list
1
Open the protocols list
Go to Practice > Protocols.
2
Open the row menu
Find the protocol you want to share and click the ⋯ (more options) icon on the right side of that row.
3
Click Share Protocol
Select Share Protocol from the dropdown. The link is generated and copied to your clipboard immediately.A confirmation toast appears: “Protocol link copied!” for client storefront links, or “Link copied!” for general share links.
4
Send the link to your client
Paste the link into an email, message, or any communication channel you use with the client.
Copying the link from the protocol detail page
On the protocol detail page, a link icon button sits in the header toolbar next to the email button. Clicking it copies the client storefront link to your clipboard directly.The link icon button is disabled if the assigned client does not have a share token. In that case, use the Share Protocol option from the protocols list to get the general share link instead.
Emailing the protocol to your client
If you prefer to notify your client by email rather than sharing the link manually, you can send a “ready to review” email directly from the protocol detail page.1
Open the protocol detail page
Click Manage on any protocol in the list, or navigate to it directly.
2
Open the Email tab
Click the Email tab in the protocol detail view.
3
Send the email
Click Send email (or Re-send email if you have sent one before). The client receives an email with a private link to their storefront.The tab also shows when the protocol was last emailed, so you have a record of outreach.