How Checkout and Payments Work
When a patient is ready to purchase supplements — either from a protocol you created or through your storefront — they go through a checkout flow to enter their information and complete payment.
How Checkout Is Initiated
Checkout can be started from several places:
| Source | How It Works |
|---|---|
| Protocol | You create a protocol and the patient receives a checkout link via email. |
| Storefront | Patient adds products to their cart and proceeds to checkout. |
| AI Assistant | You use Ask Axis to send a checkout to a patient. |
The Checkout Flow
From the patient's perspective, checkout follows these steps:
- Contact Information — Name, email, and phone number.
- Shipping Address — Where to deliver the supplements.
- Shipping Method — Choose between Standard, Express, Expedited, or Overnight shipping.
- Order Review — Summary of products, quantities, pricing, and totals.
- Promo Code (optional) — Enter a discount code if they have one.
- Payment — Enter credit/debit card details or use Apple Pay or Google Pay.
Payment Methods
DailyStak uses Stripe for secure payment processing. Patients can pay with:
- Credit or debit card.
- Apple Pay.
- Google Pay.
Pricing at Checkout
- Products are priced at MSRP minus the applicable customer discount.
- Tax is calculated automatically based on the shipping address.
- Shipping costs vary by method selected.
- First-order discount is applied automatically for new storefront customers (if enabled in Settings > Pricing).
- Promo codes apply the better of the promo discount or the existing customer discount.
After Payment
Once payment is successful:
- An order is created and sent to DailyStak for fulfillment.
- If from a protocol, a subscription is activated for automatic renewals.
- The patient receives a confirmation email.
- You earn commission on the order.