Smileline
Shop

Shop settings

Accept the shop terms and save the practice's payment method, choose who can buy, set each site's delivery details, and send your US licence, in the UK (except Northern Ireland) and the US.

Shop settings are for owners and managers. Open them from Your account (/shop/account) or the Account menu in the Shop's top bar. There are six pages: Payment, Buyers, Sites, Auto-order, Kits and, in the US, Verification. Each shows Your account › its name at the top and the other five in a list beside it. The Shop serves practices in the UK (except Northern Ireland) and the US.

Payment

The practice needs the shop terms, the standing authority and a ready payment method before anyone can pay.

Open Your account → Payment. Shop terms lists the two documents, Shop terms and Standing authority, each with its version. Click each name to read the full document in a new tab. The standing authority lets auto-order charge your saved payment method on its run dates, never more in a month than your auto-order budget, tax included.

Tick I have read and accept the shop terms … and the standing authority … for the practice. One acceptance covers the whole practice.

Under Add or change, choose the method: Card or Direct Debit in the UK, Card or US bank account in the US.

Click Accept and continue to Stripe, finish on Stripe's secure page, and you come back here.

Payment method then shows the method with Ready, or Waiting for the bank while a Direct Debit or US bank account is set up (about 3 working days for a Direct Debit, up to 10 for a US bank account). Click Check again to refresh it. While a new method is being set up, the one you had stays in use until the new payment method is ready, so orders and auto-order keep going.

Each document shows who accepted which version and when, and a copy is emailed. When Smileline publishes a new version, the document reads New version: tick the box and click Accept both. To switch method later, choose it under Add or change and click Continue to Stripe. See Payments, refunds and invoices.

Shop payments are separate from your Smileline subscription's payment method in Settings → Billing.

Buyers

Buyers lists everyone who uses the Shop. Owners and managers show Always a buyer. For anyone else, turn Can buy on to let them check out, approve and pay for colleagues' baskets, and cancel items on orders. The change reaches them without signing out. Analysts and agency staff don't use the Shop, so they aren't listed.

Making someone a manager also makes them a buyer. Owners and managers are told whenever someone else places an order.

Sites

For each site:

  • Delivery contact and Contact phone — who the courier asks for.
  • Delivery instructions — what the courier should know, up to 500 characters. No patient details.
  • Digest time — the hour the site's shop digest and auto-order run, in the site's time zone (8 by default).

The address comes from Settings → Locations. Checkout shows these details, and owners and managers can jump here from it.

Auto-order

The monthly budget and the approval amount, both tax included. The items auto-order buys are chosen in Inventory, with each item's Auto-order up to. See Auto-order.

Kits

What each treatment uses per case. See Procedure kits.

Verification

US practices only. Prescription devices need the practice's US dental licence, checked once by Smileline before the first order of one.

Open Shop settings → Verification.

Enter the State, the Licence number and the Licensed dentist's name as the state board shows it.

Click Send for checking. The tab reads Being checked, then Checked by Smileline, and everyone who can buy is told.

To change the details, click Update details. A new licence number or state means Smileline checks it again.

When the Shop closes

If the Shop stops serving your country or your subscription lapses, Shop settings keeps only Payment, so you can still pay what's owed. See Your orders.

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