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Navigating the Portal

The DailyStak portal is organized into a left sidebar for navigation and a main content area. Here is a quick tour of what you will find.

Portal Dashboard with Sidebar

The sidebar is divided into five groups:

Overview​

  • Dashboard — Your metrics, charts, and recent activity at a glance.
  • Ask Axis — Your AI-powered assistant for managing tasks through conversation.

Patients​

  • Customers — View, add, import, and manage your patient records.
  • Change Requests — Review pending protocol modifications.

Commerce​

  • Orders — Track and manage all orders.
  • Invoices — View and download your billing invoices.
  • Storefront — Manage your online product catalog, featured products, and analytics.
  • Website Builder — Build and publish your marketing website with a drag-and-drop editor.
  • Marketing — Create and manage email campaigns.
  • Promo Codes — Create and track discount codes.

Library​

  • Products — Browse the full DailyStak supplement catalog.
  • Templates — Create and manage reusable protocol templates.
  • Documents — Upload and manage patient handouts and other files.

Settings​

  • Settings — Configure branding, pricing, storefront, domains, notifications, and more.
  • Users — Invite and manage team members.
  • Audit Logs — View a history of actions taken in your account.

Header Bar​

At the top of every page you will find:

  • Search (⌘K) — Quickly search across your portal.
  • Theme toggle — Switch between light and dark mode.

Ask Axis Button​

A floating Ask Axis button appears in the bottom-right corner of most pages. Click it to open the AI assistant without leaving your current page.

Your Account Menu​

Click your name in the bottom of the sidebar to access your account menu, including sign out.