To invite clients, select the “Invitations” tab on the left navigation. On the Invitations screen, click the “Invite New Clients” button on the right hand side. From there, clients can be added either individually or uploaded in list form via the bul
Yes! All existing clients in the prior Coaching Portal were automatically boarded onto the EquiLife Health Portal with all authorizations already approved. Therefore, please do NOT invite them again as they are already assigned to the Provider. If yo
In addition to the enhanced support that they will receive from you by having better insight into their purchases and health information, they immediately receive a $20 coupon off their next purchase on equi.life of $50 or more.
As part of the invite onboarding process for all new clients, they will be asked for their authorization to share their purchase information and their health information with their Provider. They have the ability to accept either or both. As new clie
If you are the secondary provider and only need access to the client's records, please follow the guidance below.
It is best for each client to have just one email. If they do use more than one email, each email must be assigned via an accepted invite with the same authorizations accepted.
The Provider has the ability to monitor the status of each of your client invitations. If a client does not respond, simply resend the invitation by clicking on the “Resend” button.
Guaranteed Commissions require the permission/authorization of the client. If the client does not provide authorization, you will still receive commission if/when the client clicks on one of your links to purchase.
Yes, and we encourage all Providers to do so! Inviting yourself as a client allows personal orders to be automatically assigned to you for credit in the EquiLife Health Portal.
Click the client link on the left-hand navigation bar to conduct a client search. Complete any of the relevant input tabs, that include:. Biometric information - Age, birthdate, height, weight, gender, Ayubowan status. Contact - Email address, phone
Yes. Login to your provider profile at https://provider.equi.life and follow these steps:. Contact. Updates. Appointments. Labs. Intakes and Assessments. Wellness Plans. Notes. Purchases & Commissions. Client’s Other Providers.