Onboarding Central
Click the image above to navigate back to OB Central (All states).

Email Communication*

Head to your inbox and look for two emails we’ve sent you — they include your startup essentials: passwords, resources, and everything you need to hit the ground running.

Subject lines:

Get Started

ALL OF THE RESOURCES YOU NEED TO GO LIVE 

Follow these steps in order in conjunction with your in-app checklists. 

 

1. Foundations

🔗 START HERE!

This session is offered for new Business Admins to ensure they navigate the Onboarding resources with ease and GO LIVE with confidence. 

We always recommend attending the live session when possible — it’s a great opportunity to meet the Business Success Team face to face, ask questions in real time, and make sure you’re starting off fully supported.

This recording is designed to give you the same valuable information we share during our live Foundations Call. You’ll get all the key details here.


2. Onboarding

Below, you will find four videos that comprise the Onboarding Webinar.

We recommend you watch these videos BEFORE attending the LIVE Webinar so that you have a basic understanding of each topic and reinforce learning. 

While watching the videos, jot down your questions to bring to the webinar. 

🔗 Patient Specific Service Setup
This page outlines all patient-specific services available and provides step-by-step guidance for setting each one up in your business account within the app.

 

LIVE Onboarding Webinar
🔗 Thursdays at 12pm EST 

3. Ordering Portal
Essential videos covering the Ordering Portal and processes. 

 

These short clips are imperative to your E-learning. We strongly suggest watching these before setting up your Ordering Portal Account and placing your first order. 

Bookmark & SAVE*** 


🔗 2-2-1 RULE 
🔗 FAQs - Ordering Portal 

** Always check the FAQs page first, as this is where the most accurate and updated information is. ** 

5. Live Support Q&As

1 hour Q&As 

6. Account Review - FINAL STEP

At this point you should have as many checklist items COMPLETED on your own BEFORE setting up your account review with our Onboarding Specialists. 
Bring all of your remaining questions, concerns and roadblocks to your Account Review to make the most out of your 1x1 support session. 

Schedule with one of the Onboarding Specialists: 
🗓️ Brianne 
🗓️ Shweta

Once complete, you should be confident and ready to REQUEST TO GO LIVE


Ordering in CA




Anazao Requirements (2)
ANAZAO REQUIREMENTS – CALIFORNIA ONLY
To order from Anazao (our vendor with the widest menu of options), shipments must go to a medical office that meets the criteria above.
 
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Click the image above to open a tab to the standing orders in the Ordering Portal.

For CA we currently have the following medications and vitamins in stock from Medline and Fountain.

They are featured in the add-ons menu, the push menu, and the piggyback menu. We have provided the form to fill out for Anazao if you meet the criteria to broaden your access to additional vitamins in the ordering portal and the CA ordering videos as well. 

If you do not qualify for Anazao please use the Piggy Back menu.  Patient specific and Aesthetics are also available in CA. The updates page linked below has all the CA patient specific pricing, protocol, quiz, and webinars. (Infuvite will come back in stock).

The page linked below has all the Patient Specific pricing, protocol, quiz, and webinars. ** CA - Carnitine & NR are NOT available in your state** 

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For Aesthetics please review the Aesthetics tab in the FAQ:

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