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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 |
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