Wellness Plans tab
Use the Wellness Plans option to create supplement or medication plans.
A wellness plan is associated with a member of the portal, therefore it cannot be shared with other members.
Access the Wellness Plans
To access the wellness plans, go to the Members option, choose a member to whom the plan will be created, and then click on the Wellness Plans tab:
Create a Wellness Plan
There are two options to create a Wellness Plan:
To create a note, click on the Wellness Plans tab and then click on the New Plan option. The following two options are displayed:
From template
Create an customize a wellness plan based on a template previously created by the coach user.
Click on New Plan, and choose the option:
Choose a template from the list and click on the Continue button:
The created wellness plan is added as follows:
From Scratch
Create an empty plan where you can define the entire supplement plan according to your health requirements.
Click on New plan and select the New option:
Fill in the following information:
Where:
Name of the wellness plan
Start Date when the supplement plan will start.
Plan overview. Give a brief description of the aim of the wellness plan
When a protocol is added, click on the down arrow to check the quantity and name of the supplements. Select the day or days of the supplement intake.
Nutrition information related to the wellness plan
Exercise recommendations as a complement for the wellness plan.
Resources for the wellness plan.
After filling in the information, click on the Create Plan button:
The new wellness plan is created and listed as follows:
Change a Wellness Plan status
Make the wellness plan active or inactive by changing its status. A plan is created with Active status.
To change the status, click on the Status button and change form ACTIVE to INACTIVE and vice versa:
Edit a Wellness Plan
Edit the information accordingly:
Delete a Wellness Plan
The following confirmation message is displayed:
Click on the Delete button to remove it.
Once a wellness plan is removed, it cannot be recovered.
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