Clinic logins, sale notifications, and sales tracking

Once your clinics are set up in the Locations add-on, each one gets its own logins, notifications, and sales view.

Invite clinic staff

Open any clinic under Qualiphy → Locations and either assign an existing user on your site or create a new one — they get an invite email to set a password. Assigned users see a Clinic tab in My Account showing their clinic’s orders and sales, and only theirs. Someone who manages several clinics can be assigned to all of them and switch between them with a dropdown.

Orders are tagged by clinic

Every order shows its clinic in a new Clinic column on the WooCommerce Orders page.

Sale notification emails

Each sale sends one email to the clinic’s notification address with the order number, customer, products, and total. In the Location Settings section of Qualiphy → Settings you can turn this off or choose when it fires — on Processing or Completed.

Sales tracking

The Sales panel on the Qualiphy → Locations page breaks sales down per clinic — filterable by date, location, and order status, with a CSV export.

Test before you launch

• Open your site in a private window — the clinic popup should appear.
• Try adding to cart without picking a clinic — the picker should reopen.
• Pick a clinic and place a test order, then check the Clinic column on the Orders page.
• Confirm the clinic’s notification email arrived.
• Log in as a clinic user and confirm the order shows in their Clinic tab.