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How do I create a product order for a client?

These are the steps to follow to create a product order.

Create a product order to prescribe supplements or tests to your clients. Your client receives the order notification via email and their order sits in the HealthBank app. They then pay for it there, and the order is sent directly to the distributor and shipped to the client.

Create an order

  1. Select the + button in the top right corner.
  2. Select Product. 
  3. Choose your client from the client list.
    Screenshot 2026-10-16 at 12.19.05 pm
  4. Browse the product catalogue via All, Supplements or Tests. Alternatively, you can search for products in the search bar.
  5. Select the products you wish to add to the order.
  6. Click Continue.
    Screenshot 2026-10-16 at 12.34.02 pm
  7. You can personalise the dosage instructions to your client by filling out the instructions fields. If you leave it blank, it will default to the manufacturers recommended dosage.
  8. Click Confirm. Your client will then receive an automated notifiaction.
    Screenshot 2026-10-16 at 12.35.21 pm


What happens next

Your client gets an email and an app notification with the order. They can view and pay for it in the app or on their dashboard.

  • Need to change it? You can edit an order any time before your client pays. Open it from Products and click on the order you wish to edit.
  • Tracking orders: go to Products and select All. Click on the order to see it's status. You'll also get a confirmation email when your client confirms the order.

Go to Products in HealthBank →