Guides · Start here

Getting started.

Sign up, create a workspace, take your first order. Plan on five minutes.

{{COMPANY_SHORT_NAME}} is the back office for peptide operators. This guide walks you from a brand-new account to your first paid invoice in seven steps. At the end of each step we tell you what you should see — that’s the “working correctly” checkpoint.

What you’ll need
  • An email address you control (we send a magic link to verify).
  • A phone for MFA (optional but strongly recommended once you’re past the first sign-in).
  • Maybe a payment processor if you want to record real payments (you can skip this and use the “cash / check / wire” methods to start).

1. Sign up

  1. Open app.peptideclients.com and click Start trial.
  2. Enter your email. We send you a magic link — click it on the same device.
  3. Set a password and (recommended) enroll MFA. We support TOTP authenticator apps and SMS. Print your recovery codes and store them somewhere offline.
Working correctly

You land on the empty dashboard at app.peptideclients.com/, your email is shown in the top-right menu, and the URL never falls back to localhost.

2. Create your workspace

A workspace is what we call your organization. It owns your stores, your team, your billing, and your data. Every URL inside the app is implicitly scoped to your workspace.

  1. On first sign-in you’ll be prompted to Name your workspace. Use your legal entity name (you can rename later in Settings → Organization).
  2. Pick the modules you want enabled. The defaults are sensible for most operators: Clients, Orders, Vendors, Shipping. You can toggle others on later under Settings → Modules.

3. Add a store

Inside a workspace you have one or more stores. A store is a self-contained data partition — its own order numbering, its own invoice prefix, its own integrations. Most operators run one store; you only need more than one if you actually sell from multiple physical locations or brands.

  1. Go to Settings → Stores.
  2. Click New store, fill in the legal name, address, currency, and time zone. The first store you create is the default.
  3. Under Numbering, set the invoice prefix (e.g. INV-2026-). Invoices issued under this store will increment from INV-2026-0001.
More on stores

Read the full multi-store guide to understand how stores isolate data, how store switching works in the shell, and how API keys / webhooks are pinned per store.

4. Add a client

Clients are your customers. Orders attach to clients, so you need at least one before sending a proposal.

  1. Open Clients in the left nav.
  2. Click New client. Fill in display name, email, and (optionally) a phone, company name, and shipping address.
  3. Save. The new client opens in detail view.
Importing existing clients

If you already have a CRM, set up the Integration API and use the /v1/clients endpoint to bulk-upsert. Our smart matcher dedupes by email so you can safely re-import.

5. Send a proposal

Proposals are the first half of the order lifecycle. They’re what your client sees and approves before an invoice exists.

  1. Open Orders → New proposal.
  2. Pick the client you just created.
  3. Add line items (description, qty, unit price). For research peptides, set the SKU and dosage in the description — everything carries through to the invoice.
  4. Add shipping and tax if applicable.
  5. Click Save & send. We email the client a tokenized approval link.
Working correctly
  • The proposal status is sent.
  • You see one row in Settings → Email log with template_key = proposal_sent and a clickable approval URL pointing at https://app.peptideclients.com/p/<token>.
  • The client receives the email in their inbox (verify by sending the first one to your own address).

6. Approve & invoice

The client clicks the approval link, sees a clean public page with the line items, and clicks Approve. As soon as they do:

  • The proposal status flips to approved.
  • An invoice is auto-issued with the next number in the sequence (e.g. INV-2026-0001).
  • You receive a staff notification email.
  • An order.created webhook is fired to every enabled subscriber.
If you don’t have a real client to test with

Just use your own email as the client. Open the email in another browser/incognito, click the approval link, and approve as “the client”. The page is fully public — no sign-in required — so this works end-to-end.

7. Record a payment

The last step. Open the new invoice and click Record payment.

  1. Pick a payment method: cash, check, wire, ACH, or card (the last one is informational unless you’ve wired up Stripe — see Billing).
  2. Enter the amount (defaults to the invoice total).
  3. Save.
Working correctly
  • The invoice status flips to paid (or partially_paid if you entered less than the total).
  • A payment.recorded webhook fires.
  • The invoice detail page shows the payment under the Payments tab with the timestamp and method.

Next steps