Everything you need to run Command Center, organized by topic.
Short, focused walkthroughs of every part of your admin dashboard — from your first login to the day-to-day work of managing patients, journeys, and orders. Watch on your own, or ask your Client Success Manager to present a section live.
◆ Resource Library
A written PDF guide for every video and section in this library is in production. Click a section to see what's coming — each entry is a placeholder for now and will unlock here as it's finished, so bookmark this page and check back.
◆ Getting Started
Your first stop — a quick tour before diving into any specific feature.
Command Center Orientation
A first look at Command Center — the layout, main navigation, and where to find everything covered in the rest of this library.
◆ Organization Identity & Branding
Make Command Center, your storefront, and every patient touchpoint look like your business.
Brand Identity
Set your logo, colors, and business details so your storefront, portal, and patient communications carry your brand.
◆ Patients & Encounters
Everything about a specific patient, from their chart to their last message.
Patients Dashboard
Search, filter, and open any patient record from one list — your starting point for day-to-day patient management.
Patient Record: Clinical Overview
The clinical snapshot on a patient record — diagnoses, active treatments, and provider notes at a glance.
Patient Record: Files, Payment, Questionnaires & Communication
The rest of a patient record — uploaded files, payment history, completed questionnaires, and the full message thread.
Encounters Dashboard
Every patient encounter in one queue, with status and provider assignment visible without opening each one.
Encounter Details
Drill into a single encounter — intake responses, provider review, and the outcome that moved the patient's order forward.
◆ Journeys & Journey Links
Build and manage the paths patients take to your products.
Journey Dashboard
Every path a patient can take to a product, with performance stats per link — your starting point for managing Journeys.
Creating a Journey: Details & Products
Step one of building a Journey — naming it, choosing its purpose, and picking the product(s) it sells.
Creating a Journey: Recommendations, Questionnaires & Review
Step two — attach recommended add-ons, choose the pre/post-checkout questionnaire, and publish.
Managing Your Journey Link
Generate, share, edit, or retire a Journey Link, and read its View Stats panel for funnel performance.
◆ Ecommerce & Product Catalog
Manage what you sell, from pricing to promotions.
Ecom Products Dashboard
Your full product catalog in one admin view — see what's active, in review, or not yet published, and open any product to edit it.
Creating an Ecom Product
Add a new product to your catalog — pricing, description, images, and where it can be sold.
Product List
A read-only, printable reference of every SKU on your storefront, grouped by category — handy for sharing outside Command Center.
Creating a Coupon
Build a discount code, set its rules and expiration, and control where it can be applied.
◆ Campaigns & Marketing
Promote products and track what's actually converting.
Campaign Dashboard
See every active and past campaign, with performance at a glance before you open one.
Creating a Campaign: Details & Entry Point
Name a campaign, set its goal, and choose where it shows up — home banner, shop banner, or product cards.
Creating a Campaign: Ad Placements
Configure where and how a campaign's creative appears across the storefront, and attach tracking for attribution.
◆ Orders, Subscriptions & Labs
Track every order, subscription, and lab kit from start to finish.
Orders Dashboard
Every order's status — from checkout through pharmacy routing to delivery — in one searchable list.
Creating a Commerce Order
Place or reconstruct an order manually — useful for phone orders or fixing a patient's checkout issue.
Subscriptions Dashboard
All active, paused, and canceled subscriptions, with renewal dates visible without opening each record.
Subscription Details and Editing
Change a subscription's frequency, swap products, or process a cancellation from inside one record.
Lab Orders
Track a lab kit from order through results, and see exactly where a patient is in that process.
◆ Custom Intake Forms
Build the questions patients answer before a provider ever sees them.
Custom Intake Dashboard
Every intake form you've built, what journeys it's attached to, and how it's performing.
Building a Custom Intake Form
Build a new intake questionnaire field by field, from patient history questions to state-specific compliance fields.
◆ Communication & Support
Every message, notification, and support ticket in one place.
Messages
The patient messaging inbox — read, reply, and keep a record of every conversation.
Communication
Configure automated communication — appointment reminders, order updates, and the templates behind them.
Ticket Center
Track support requests from open to resolved in one place, and escalate to Telegra directly when you need extra help.
◆ Payments & Billing Setup
Connect and manage how your storefront gets paid.
Payment Processors
Connect and manage the payment processor(s) behind your storefront's checkout.
◆ Team, Tags & Integrations
Manage who has access, how records are organized, and what connects to Command Center.
Team Management
Add teammates, assign roles and permissions, and control who can see or edit what in Command Center.
Tag Management
Create and apply tags to organize patients, orders, or products for easier filtering and reporting.
Webhooks
Connect Command Center events to outside tools — set an endpoint and choose which events to send.