Creating & Customising Bespoke Plans

Navigate to Resources → Action Plans

Start a fresh plan template.

Enter a descriptive template name and a brief summary.

Select a primary goal (e.g., Weight Loss, Muscle Gain, or Weight Maintenance). 

After choosing the primary goal, you can select a more specific goal from the dropdown list—such as managing constipation, diarrhoea, bloating and gas, or Acid Reflux (GERD)—to help tailor the plan more accurately to the client’s condition.

Add modular sections such as Meal Plans, General Recommendations, or Exercise Plans.

The system provides easily customisable, ready-made sections to build a complete plan. You can organise "Meals" across breakfast, lunch, dinner, and snacks, or provide "General Recommendations." You can also configure detailed fields for an "Exercise Plan" (activity, duration, frequency, intensity, and notes), "Sleep Recommendations" (duration, quality, and schedule), and specific "Supplement Recommendations" (name, dosage, timing, and purpose).

You can fill each section with essential details, including meals, clinical notes, activities, recommendations, and lifestyle guidance.

Within meal sections, you can provide multiple choices by clicking "Add Option," allowing you to detail a specific recipe along with its carbs, protein, and fat content for each alternative.

Use: “Add New Section” to create completely custom plan sections tailored to your workflow or speciality.

Click Save as Template to store it in your library.

Each plan card displays goal labels such as: Weight Loss, Muscle Gain or Weight Maintenance to make browsing and organising plans easier.

Select the desired plan from your list.

Open the interactive plan editor. 

Edit sections, change meal suggestions, or update clinical notes.

Plans support a full rich text editor to create professional, easy-to-read layouts. You can utilise bold, italic, and underline formatting, structure content with bullet points and headings, adjust text alignment, and easily insert hyperlinks, images, and tables. 

You can insert saved Clipboard content directly inside the plan editor.  

Click save to apply updates to the template.

Use: “Duplicate” to create a copy of an existing plan and modify it instead of starting from scratch.

You can also send the plan directly from the Edit Plan screen using: “Send to Client” without returning to the Action Plans list.

Go to your Action Plans library.

Click the three dots on the specific plan.

Select the send option

Choose the recipient from your client database.

Confirm to deliver the plan to the client portal and email.

Select the menu on the desired plan.

Choose the PDF export option

Save the PDF locally for: Printing or External records Sharing

Select the menu on the plan you wish to remove.

Choose the delete option.

Acknowledge the prompt to permanently remove the file.

Select the menu on the plan you wish to share.

Choose the share with the team option.

Acknowledge the prompt to permanently share the plan.