What Your Patients See
Your patients have access to a branded customer portal where they can manage their subscriptions, view orders, and update their payment information. This portal is separate from your partner portal — patients never see your admin tools.
How Patients Access the Portal
Patients log in via magic links — one-time-use links sent to their email. No passwords are required. Magic links are included in:
- Checkout confirmation emails.
- Order notification emails.
- Subscription renewal reminders.
- Payment failure notifications.
The patient clicks the link in their email and is immediately logged in.
What Patients Can Do
| Feature | Description |
|---|---|
| View orders | See current and past orders with status and tracking. |
| Manage subscriptions | Pause, resume, skip, or cancel their subscriptions. |
| Update payment | Add or change their credit card via Stripe. |
| View documents | Download any documents you have attached to their orders. |
| Review change requests | See protocol modifications and approve or provide feedback. |
Portal Branding
The customer portal is branded with your practice identity:
- Your logo (set in Settings > Branding).
- Your brand colors.
- Your practice name.
- Your support contact information.
This creates a seamless experience where patients see your brand, not DailyStak's.
Patient Self-Service
Patients can make certain subscription changes on their own without contacting you:
- Pause — Temporarily stop deliveries.
- Resume — Restart after a pause.
- Skip — Skip the next delivery.
- Cancel — Permanently end the subscription.
Any changes patients make are reflected in your Subscriptions page.
If you want to limit what patients can do on their own, contact DailyStak support to discuss portal configuration options.