For reception (clinic staff)

Clinic staff only — not listed in public menus. Desk SOP for Integrative Medical Partners online orders.

Golden rule

Never take card payment at the desk for store or invoice orders. Patients pay online. Desk only picks and hands over.

Grant order permission (by email)

Shopify has no native email allowlist. Permission = customer record tagged can-order for that email. Soft messaging is live now; a hard checkout lock (e.g. Locksmith) may be added later.

1. Admin → Customers → find or create by the patient’s email.
2. Add tags: can-order and patient.
3. When the ~12-month reorder window starts, also add script-active (optional: set metafield imp.script_renewal_date).
4. To revoke ordering: remove can-order (and script-active if ending reorders).

Daily: fulfill paid clinic pickup

1. Open Pending orders or Shopify Admin → Orders (Unfulfilled / Paid).
2. Filter: Paid + Unfulfilled (and/or tag pickup-clinic).
3. Open the order. Confirm patient name matches the person collecting.
4. Pull products from the cabinet exactly against the order lines.
5. Hand the bag to the patient.
6. Click Mark as fulfilled (or fulfill all items).

If the patient has not paid yet (invoice path)

1. Clinician or reception creates a Draft order with the prescribed catalogue items (real prices only).
2. Tag draft: pickup-clinic (add chairside if created during consult).
3. Note on draft: “Clinic pickup — patient pays online invoice.”
4. Send invoice to the patient’s email. Do not send the training draft tagged imp-invoice-template.
5. Wait until the order shows Paid, then fulfill as above. Drafts (#D*) are not pending fulfillments until paid.

Chairside (patient ordered in the room)

1. Patient already checked out online (ideally signed in with a can-order email).
2. Order may be tagged chairside + pickup-clinic.
3. Same fulfill steps — pick, hand over, mark fulfilled. No card machine.

Customer tags (when editing a customer)

• can-order — email is allowed to complete shop orders (permission gate)
• patient — clinic patient
• script-active — within ~12-month reorder window

Optional metafields (Admin customer profile): imp.script_renewal_date, imp.notes (ops notes only).

What reception does not do

• Build the product list from a handwritten scrap (patient orders digitally or draft invoice lists SKUs)
• Charge a card machine / HiCaps for these store orders
• Edit themes, billing, domains, or Payments settings
• Invent stock counts or prices

Staff shortcuts: Pending orders
Patient guides: In-session ordering · How reorders work · Sign in
Internal detail: ask Elliott / see backend knowledge on the project drive.