Assigning Products

Assigning products allows you to choose which products are used in your patients’ skincare routines.

This is where you customize Skin Type PRO to match your practice, your preferred brands, and your sales strategy.

How It Works

Skin Type PRO organizes skincare routines by indications (product roles), such as:

Cleanser
Moisturizer
Treatment products
SPF

For each indication, you can select your preferred product from a list of options.

💡 Only products that meet the clinical requirements for that indication are available to choose from.

What This Means

Every product option is pre-qualified
Every routine remains clinically accurate
You are choosing the preferred option, not building from scratch

💡 The system ensures accuracy—you control the selection.

How to Assign Products

Step 1: Navigate to Assign Products

Access the Assign Products section from your dashboard

Step 2: Review Each Indication

You’ll see a list of 30+ indications (product categories)

Step 3: Select Your Preferred Product

For each indication, choose the product you want used in routines

Step 4: Repeat Across Categories

Complete your selections across all relevant indications

💡 Once complete, all generated routines will use your assigned products.

Recommended Approach: Start with Default Assignments

Skin Type PRO comes pre-configured with optimized product assignments across all indications.

For most providers, the best approach is to:

Use the default assignments
Make small adjustments where needed

Why the Defaults Work

The default product selections are:

Based on clinical indication requirements
Optimized across all available products
Aligned with top-performing and best-selling products

💡 These selections are designed to maximize both patient outcomes and conversion.

When to Make Adjustments

You may want to update specific indications if:

You prefer a specific brand
You want a product available in-office instead of shipped
You want to align with your practice’s product strategy

💡 Small adjustments are expected—full customization is not required.

In-Office vs Shipped Products

For each product, you can decide how it is fulfilled:

In-Office

Product is sold directly during the visit
Requires inventory in your practice

Shipped to Patient

Product is fulfilled through the platform
Delivered directly to the patient

💡 This allows you to control both your inventory and fulfillment strategy.

Important: Inventory Visibility for Shipped Products

When selecting shipped products, you’ll see a live inventory status, such as:

In stock
Low stock
Out of stock

💡 Always review inventory status before assigning shipped products.

What Happens If a Product Is Out of Stock?

If a selected shipped product becomes unavailable during a consult:

The system will automatically replace it
The next best available product will be selected
The routine will update in real time

💡 This ensures the patient can always complete their purchase.

Customization & Flexibility

Can I Change My Assigned Products?

Yes - assignments can be updated at any time.

Can I Use My Own Brands?

Coming soon - under the Elite plan, you can add your own products.

Important Notes:

Custom products must be sold in-office only
They are not eligible for shipped fulfillment

💡 This allows you to incorporate your existing inventory into the system.

Best Practices

Review strategically

You do not need to rebuild your assignments from scratch.

The best approach is to:

review the default assignments
update only the indications where you want a different preferred product
leave the remaining assignments unchanged

💡 Skin Type PRO is designed to work out of the box with optimized default selections.

Align with your sales strategy

When making changes, consider how you want the product to be fulfilled:

choose in-office for products you want to provide directly during the visit
choose shipped for products you want delivered to the patient

💡 This supports a hybrid sales model without overcomplicating setup.

Review inventory for shipped products

Before assigning a shipped product, check the live inventory status:

In stock
Low stock
Out of stock

💡 Product availability can impact the patient’s ability to purchase in the moment.

Make targeted adjustments

Update assignments when there is a clear reason to do so, such as:

brand preference
in-office inventory strategy
practice-specific product preferences

💡 The most successful providers make selective changes—not full replacements.

Keep in Mind

Default assignments are already optimized across the available indication options
Before assigning a shipped product, review its live inventory status
Custom products added under the Elite plan can only be sold in-office
If an assigned shipped product is out of stock during a consult, the routine will automatically update to the next available product