Shopify - How to Use
Updated 09-30-26 - V: 1.0.0
Ubaid A
Last Update a month ago
This guide explains how to manage patient memberships, product access, stats, provider tags, and cart control for your Shopify store from the FXMedSupport widget.
Overview
The Shopify app in FXMedSupport lets you control which patients can see your Shopify products and which products are included in their membership. You can also review product and provider stats, sync provider tags, and manage cart reminders through Cart Control. Everything is done from the FXMedSupport widget in Cerbo.
What It Supports
• Adding or removing specific products from memberships, or adding all products at once
• Product stats by patient, provider, and product, with date filters and CSV export
• Provider stats by provider and product, with date filters and CSV export
• Syncing Main Provider tags to Shopify customers
• Cart reminder tasks and repeat cart fill through Cart Control
Before You Begin
• The email addresses of the patients who should have membership access
• The Shopify product IDs for any products you want to add to or remove from memberships
• Your Shopify products named exactly the same as the matching products in Cerbo
Step 1: Open the FXMedSupport Widget
1. On the right side of the Cerbo screen, click the FXMedSupport icon to open the widget.
Step 2: Open the Shopify App
2. Scroll to the ECOMMERCE section and click Shopify.
Step 3: Assign Memberships to Patients
2. In the Patient Emails box, type each patient's email address on its own line.
3. Click Assign. The patients receive membership access and can view your Shopify products.
💡 Tip: Assign membership whenever you add a new patient who should be able to see your Shopify products.
Step 4: Add or Remove Products From Memberships
2. Open the Action Type dropdown and choose one of the following:
- Add To Entered Product Ids: adds membership only to the products you enter.
- Remove From Entered Product Ids: removes membership from the products you enter.
4. Click Save Changes.
ℹ️ When you choose Add To All Products, the product ID box disappears because membership applies to every product.
Step 5: Review Product Stats
3. Click Submit.
4. Review the results. Each row shows the Patient Name, Provider Name, Product Name, and Count.
5. To download the results, click Export CSV.
Step 6: Review Provider Stats
2. Set the Start Date and End Date.
3. Click Submit.
4. Review the results. Each row shows the Provider Name, Product Name, and Count.
5. To download the results, click Export CSV.
Step 7: Sync Provider Tags
2. Check the Sync Tags? box.
3. Click Sync Customer Shopify Tags.
ℹ️ Only tags under the Main Provider category are synced.
Step 8: Manage Cart Control
2. Under ECOMMERCE, click Cart Control.
3. Check Enable Cart Control.
5. In the Cerbo Users field, select the users the reminder tasks should be created for.
7. Click Save Changes.
Summary
Under ECOMMERCE, click Shopify.
Assign memberships to patients by email on the Customer Membership tab.
Add or remove products from memberships on the Products Membership Add tab.
Review and export stats on the Products Stats and Providers Stats tabs.
Sync provider tags on the Shopify Providers Tag tab.
Set up reminder tasks and repeat cart fill in Cart Control.
Troubleshooting
The product ID box is missing → Add To All Products is selected. Choose Add To Entered Product Ids or Remove From Entered Product Ids to show it.
A product isn't showing up correctly → Make sure the product is named exactly the same in Shopify and Cerbo.
The stats table is empty → Widen the Start Date and End Date range, then click Submit.
Provider tags aren't syncing → Check that Sync Tags? is checked and the tag is under the Main Provider category, then click Sync Customer Shopify Tags.
Cart Control changes aren't applied → Click Save Changes after updating the settings.
Need Help?
If you run into any issues using the Shopify app, please reach out to our support team. We're happy to help!