Creating & Customising 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 the meal sections, you can easily attach a complete recipe to any meal item by clicking the "Choose recipe" button. If you wish to provide multiple choices for your clients, simply click "Add Option" to create alternative meals, where you can also assign specific recipes and detail their nutritional information.

Customise Meal Names: Once you have selected a recipe, you can easily rename or customise the meal title in the text box so it appears exactly as you want it for your client, without altering the original recipe's underlying data. 

When you click "Choose recipe", a search window will appear with three tabs to help you find exactly what you need: 

• Team: Browse through recipes created by you or saved by your team members. 
• Nurish: Search within Nurish's comprehensive internal recipe database.
• Fat Secret: Access an extensive external database containing thousands of ready-made recipes.  

Clicking on any recipe opens the complete Recipe Card, which displays the recipe image, nutrition facts, an interactive ingredients list, and step-by-step preparation instructions.

How Your Clients View Recipes 

• Client Portal View: Clients can access their meal plans within the "Health Records" tab to view them, including the complete recipes.
• Email & PDF: Recipes can be sent directly to your clients via email when you send the meal plan with them.

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

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 as Template to store it in your library or Send to Client.

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

Action Plan Templates are reusable frameworks created and stored within Resources → Action Plans. They can be seamlessly applied across multiple clients.

Once created, templates can be reused, edited, and assigned to different clients when needed.  

AI Plans are generated using information specific to an individual client. The AI uses available client data, records, goals, and profile information to create a personalised plan tailored to that client’s needs. Unlike templates, AI Plans are generated for a specific client and are not intended to be used as reusable resources across multiple clients.

Open the interactive plan editor. 

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

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.

Remove the file.

Select the menu on the plan you wish to share.

Choose the share with the team option.