EquiLife

Frequently Asked Questions

Terms and Conditions

Provider FAQ

Within the user profile, Notes card, click on View all Notes. This opens a timeline view of all notes for that specific user and allows you to add a new note at the top.<img src="https://attachments.gorgias.help/v31pE7ymNp7ZaGQR/hc/kREQL2bry52Ml8n3/2025112017-bc7963c4-80ef-4ad6-af09-5aea7c1edf10-12d93429-0c35-47ed-9171-f00e52472b93.png" width="402" class="fr-fic fr-dii" style="width: 565px; height: 489px;">

Within the user profile, Notes card, click on View all Notes. This opens a timeline view of all notes for that specific user and allows you to add a new note at the top.

How do I view a timeline of all notes for a specific client?

Messages, Notes & Notifications

What is the EquiLife Health Portal?

What is the URL to log into the EquiLife Health Portal?

What benefits does the EquiLife Health Portal provide providers?

What benefits does the EquiLife Health Portal provide my clients?

How do I create a Provider account?

As part of creating my account, what are the Lab Results settings?

Where do I find my clients?

Where do I update my Provider profile?

Why can’t I log into my account on the EquiLife Health Portal?

Which agreements are included as part of the EquiLife Health Portal for Providers?

If I have additional questions, who should I contact?

Explain the links on the left-hand navigation bar.

Where do I send ideas and recommendations for the Health Portal?

Where do I access the FAQ for Clients?

Introducing the EquiLife Health Portal

How do I invite clients?

Have my existing assigned clients within the EquiLife Lab Coaching Portal been automatically transferred over to the new EquiLife Health Portal?

Do my clients receive any benefits by accepting my invite?

How do my new clients provide authorization to share their purchase and health information?

If I am a Provider overseeing another Provider's client, how do I access the client's records?

Can one of my clients have more than one email?

What if some of my clients do not respond to my invitation?

What if a client refuses to accept my invitation? How can I receive commissions from their purchases?

Can I invite myself as a client and use the same email address I’m currently using as a Provider?

What information is included in the client profiles?

Can I create a client profile for my clients?

Client Invitations

Does EquiLife require specific insurance coverage documentation to be authorized to conduct the lab test review with your clients?

Which practitioners/providers are authorized to see their client’s lab results, but are not authorized to provide clients’ their lab test reviews?

For those providers that must provide insurance coverage documentation, what are the required insurance details?

Labs Insurance Information

How do I sync my calendar?

How do I update my calendar settings and availability?

Where should my clients schedule their calls?

Do I need to transfer existing credits and are they still necessary for health coaching?

What does smart scheduling mean and how do I use it?

Appointment Scheduling

Can I determine when my clients receive their lab results?

How do I hold my clients’ lab test results?

What are the Lab Results Settings?

What is the default setting for clients’ lab results hold/release in the EquiLife Health Portal?

What are my options for determining how my clients receive their lab test results?

Do I have the ability to hold the release of individual lab results by SKU and/or by individual clients?

Can I decide to hold my clients’ lab results after I’ve already released them?

How long do we have the ability to hold our clients’ lab results?

Are my clients’ entitled to see their lab results if they request so?

What happens if I don’t manually release the lab result?

Where should I view previous lab results information?

What communications do clients’ see on their end when their lab results are in, but their Provider has held the lab results from being released?

As a Provider, can I email my clients their lab results information?

As Providers, are we obligated to hold our clients’ lab results? Or can we release our clients’ lab results to our clients as soon as the results are available?

Will Providers & Clients have the ability to see comparative results over the course of time for specific tests?

What is the upgraded methodology for labs requiring bloodspot samples?

Which bloodspot tests utilize this updated methodology?

How is this testing different for the bloodspot lab tests?

Are my old recommendations from blood spot tests still valid?

Why are the ranges different for the blood spot lab tests? Are they comparable to my previous test?

Is there any change to blood spot collection?

How can I get my supplement and protocol recommendations?

Upgraded Methodology For Labs Requiring Bloodspot Samples

Labs Results

How do I send a message (chat) with a client?

How does a client message (chat) with me?

How do I receive a message (chat)?

What does a message (chat) look like?

What does a client see in their account prior to initiating a chat?

Can I search through messages (chats)?

Can I delete a chat?

Will I receive a notification when I receive a new chat?

Can I send attachments in chat?

What happens when I lock a chat?

Can I send a message to a client after it's locked?

What does the Resolved Icon do?

Did chat messages from the prior Coaching Portal transfer into the EquiLife Health Portal?

What happens if a client responds to a ticket marked as resolved?

How do I create a Note?

Can I delete a note?

What does the "flag" icon do do?

Are notes visible to clients?

What is a pinned note?

Do notes autosaved?

How do I tell if a note is a draft or published?

How do I reopen a draft note to publish it?

How do I create a note template for reuse?

Do I have to use the new EquiLife Coaching Portal with my clients?

How do my clients join the call?

How do I join a call that is scheduled with an EquiLife Coach as the primary coach?

Lab Review Calls

Wellness Plans

What Does Guaranteed Commission Mean?

How long do I receive Guaranteed Commissions from my assigned clients?

How do Lifetime Subscriptions work?

Are Providers allowed to list their own emails for the purpose of receiving Guaranteed Commissions?

How long does it take for a sales transaction to appear in the reporting on the EquiLife Health Portal?

Can I still use my Impact tracking links?

When will the vanity URL sub-domains be available as an alternative to Impact links?

What are the features of the Dashboard in the EquiLife Health Portal?

What if a client makes a purchase before they are assigned to me? Can I still receive that commission?

How do I see my credited transactions in the EquiLife Health Portal?

What is the commission structure for the products I sell?

How can I track purchases and sales generated through my unique tracking link in Impact?

How long will it take to receive a payout on the commission I earn?

How do I receive payments on approved orders? Do I need a PayPal account?

How can I make sure I’ve received commission for the sales made from my Impact tracking link?

Someone made a purchase with my Impact tracking link, but I don’t see it showing up in my dashboard. How do I know it worked?

If my client makes a purchase and they opt into the EquiLife marketing emails, will EquiLife communicate to them directly? And will I lose the sale if they purchase direct or through an email they receive?

Commissions, Reporting, & Payouts

How do I become an Ambassador?

Who is eligible to become an EquiLife Ambassador?

Do I get a discount for being an Ambassador?

My Ambassador application was approved! What are my next steps?

How do I create product-specific tracking links (sometimes referred to as deeplinks) to individual product pages?

Can I use my unique link on social media like Facebook, Instagram, TikTok, etc.?

What if a customer forgets to use my unique tracking link?

Does this program provide my customers with a discount?

Can EquiLife provide me with a code instead of a link to share?

If my client purchases a lab test through my link, will they still receive a consultation with a health coach?

Where can I learn about Ambassador commissioning, reporting, & payouts?

How Do I Reset My Password In Impact When Signing Up Via Health Solutions?

EquiLife Ambassador FAQs

How do I view a timeline of all notes for a specific client?Updated 5 days ago