Catalog favorites and categories

Overview

Use Favorites to write plans even faster! Depending on your catalog permissions, favorites can help your patients self-serve and order from your go-to products. Plus, maintaining favorites is a breeze, as products can be added and removed from categories while writing plans and browsing the Catalog.

Finding your favorites categories

Finding favorites in the Patient plans catalog

Prevent repetitive searches for products you recommend often. Taking the time to set up your favorites and categories will make writing plans easier and save precious time.

To access your favorites categories:

1. Click Catalog under the Patient plans heading in navigation bar.

   

2. Click Products.

Your favorites categories will appear under the search menu, with the option to view more categories in the upper right hand corner.

Finding your favorites in the Wholesale catalog

To find your favorites category in the Wholesale catalog, click Catalog under the Wholesale heading in the navigation bar. Your favorites categories will be right under the Your favorites heading.

Adding favorites and creating categories

Adding a product to your favorites

To favorite products while writing a plan, hover your cursor over the product you’d like to add to your favorites and click the Favorite ( ) button.

Adding a favorited product to a category

If you’d like to add the product to a custom category, click the Favorite button ( ) in the product card. A pop-up box will appear that will allow you to select the existing category or categories you’d like to add the product to.

Once you’ve selected all the categories you want the product in, click Done to update your categories.

Creating a category

To create a new category from within the catalog:

1. Click the Favorites button ( ) on a favorited product to open the favorites pop-up.

   

2. Click + Create category.

   

3. Give your category a name.
4. Click the Make visible to patients toggle to make the category visible to patients.

   

5. Click Create.

Editing or removing favorites and categories

If there’s a product that you’d like to remove from your favorites or a favorites category, you can do so in a similar way to how you’d add that product to a category.

1. Find the product you’d like to remove from your favorites or your category.
2. Click the Favorite button ( ).

   

3. In the pop-up that appears, uncheck the box beside the category you’d like to remove the product from.

   

4. Click Done.

Editing or removing categories

To edit or delete a category:

1. Click Products in the navigation bar, under the Catalog heading.

   

2. Click the Favorites button ( ) on a favorited product to open the favorites pop-up.

   

3. From the list of categories, click .
4. In the pop-up make your changes to the category name or patient visibility and click Save. If you’d like to delete the category, click Delete category.