Get your link. In your dashboard, go to Assessments, toggle to Referral, and copy your link.
Put it where clients already look: your bio, booking confirmations, email signature, and welcome packet.
Tell one client this week.
I just added lab testing to my services. If you have ever wondered what is going on underneath, this short assessment is a great place to start: [your link]
Track it. Everyone who takes your assessment appears in your dashboard as a lead. Commissions show in Commissions and are paid on the 1st of each month.
Start with two or three panels. The Core Foundation Panel is a simple first offer for almost any client.
Set your price in Storefront settings. Price to cover your time and the support you add.
Create each panel as a product in your store, such as Square, GHL, Stripe, or your website.
Core Foundation Panel. A complete baseline of your metabolic and blood health, ordered through my practice with physician oversight.
Collect your client's information. Using the Lab Navigator? Set the White Label CTA to your store, and add a shipping address field to checkout. Not using it? Add an intake form with these fields:
First name. Last name. Email. Phone. Date of birth. Street address. City. State. ZIP.
Place the order. Go to Lab Orders, click New Lab Order, add your client, select the panel, then check out.
Decide on provider review. Bundle it into your price or offer it as an add-on at checkout.
Do a practice run. Walk through Lab Orders up to the payment step, then stop, so you know the flow before your first client.
Choose the program. A coaching package, membership, challenge, or onboarding all work.
Choose one panel and build its cost into your program price.
Add intake fields to your program signup, using the same list as the storefront intake form.
Do a practice run first. Walk through Lab Orders up to the payment step, then stop.
Order at the start. In My Clients, add your client, then go to Lab Orders, select the panel, and check out.
Plan the follow-up. Schedule a check-in for when results arrive, and consider a retest at the end of the program to show progress.
Your program includes lab testing, so we can start with a real baseline and track your progress along the way.