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Knowledge BaseGetting Started
Nimble In-Product Tutorials for Pharmacies

Nimble In-Product Tutorials for Pharmacies

We’re here to help! That's why we've created step-by-step walkthroughs to help you learn Nimble faster. These are the Nimble In-Product Tutorials for Pharmacies with Checkout or Refills On. Each link below opens an interactive tutorial directly in your dashboard — no slides, no guesswork. Just click and follow along.

Use these anytime to learn new features, train new staff, or quickly refresh workflows you don’t use often.

Topic Description Link to Access Tutorial
Tasks – Pickup & Delivery How to complete a delivery order task Open Tutorial
Tasks – Refill How to complete a refill task Open Tutorial
Analytics What the analytics dashboard shows and how to use it Open Tutorial
Audit – Payouts Where to view Nimble payouts and payout cadence Open Tutorial
Audit – Stripe Setup How to set up your Stripe account for Checkout Open Tutorial
Chat – Messaging How to use Nimble chat to message patients Open Tutorial
Chat – File Uploads How to add an image or file to a patient message Open Tutorial
Navigation How to log out of Nimble Open Tutorial
Orders – History How to view a patient’s previous orders Open Tutorial
Orders – Cancel How to cancel an order for a patient Open Tutorial
Patient – Refund How to initiate a refund for a patient Open Tutorial
Patient – Message Status How to check whether a patient recently received a text Open Tutorial
Patient – SMS Subscription How to check if a patient is subscribed to Nimble SMS Open Tutorial
Patient – Insurance Update How to request updated insurance information Open Tutorial
Patient – Place Order How to place an order for a patient Open Tutorial
Patient – Medical Records How to use View Medical Records Open Tutorial
Patient – Profile Edits What information can be edited in the patient profile Open Tutorial
Patient – Modify Checkout Cart How to add or remove a script from the checkout cart Open Tutorial
Refills – Preferences How to adjust a patient’s refill preference Open Tutorial
Settings – Checkout Text How to edit checkout text message settings Open Tutorial
Settings – Delivery & Pickup How to configure delivery and pickup options Open Tutorial
Settings – Hours How to set pharmacy store hours Open Tutorial
Settings – OTC How to add an OTC item to the dashboard Open Tutorial
Settings – User Management How to add or update a user Open Tutorial
Settings – Vaccines How to enable vaccine campaigns Open Tutorial
Sound Notifications How to turn sound notifications on or off Open Tutorial