# Manage Wellness Plan Templates Manage wellness plan templates to create medication plans to be used by a member of the portal. ### Characteristics Coaches can: * Create, edit, duplicate and delete templates * Make templates private or shared * View templates shared with the coach user. Members can: * Create wellness plan based on a template previously created by a coach user. * Create wellness plan from scratch * Change the Wellness Plan to active or inactive * Edit and delete a Wellness Plan created by the same member. ## Create a Wellness Plan Template To create a Wellness plan template, click on the **Create New** button: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2F6ysTAIaVqc44UK89wWHY%2FCreateSupplementPlans.png?alt=media\&token=9d8a1c71-d28d-4e22-9d70-8d6ff90a18fd) In case any supplement plans have been added yet, you can also click on the **ADD NEW PLAN** option. The following form is displayed: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2Fbj7OOtgkGDyIt7GGwu6o%2FCreateWellnessPlan.png?alt=media\&token=c8c92189-7f4e-4f83-a7ad-7b081eaffa1b) Where: * **Name** of the wellness plan * **Plan overview.** Give a brief description of the aim of the wellness plan * **Supplement plan:** Add protocols and/or supplements. From the dropdown. select one or more protocols/supplements that will be assigned to the wellness plan. From the left list, choose as many protocols/supplements as required, then click on the right arrow to move them to the list of selected items: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FwpglV3mePdVuAW6pMfSO%2FNewSuppPlangif.gif?alt=media\&token=9d1e0eb5-f456-475c-9363-efe0b7c05037) 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. ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FjN6vPaqegSOJmCGMIUPk%2FAddSup.gif?alt=media\&token=c4efe9b6-a5c0-4633-851c-a63d177aae9b) When a Supplement is added, click on the down arrow to select the intake time; click on the **Add new** to add more than one entrance, quantity, length, and the day or days to take the supplements. ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FUgSOhuEukjghHuWjcKpt%2FAddSuppl.gif?alt=media\&token=0052c174-2f68-4751-a821-c5302d808d8a) * **Nutrition** information related to the wellness plan * **Exercise** recommendations as a complement for the wellness plan. * **Resources** for the wellness plan. After filling the information, click on the **Create Plan** button: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2F455c9LTT6Jueztjae9Dp%2Fimage.png?alt=media\&token=c5510e7e-bb6c-4423-ae42-ae60ca42864a) The new wellness plan is created, as a **Private** plan, **below the My Wellness Plan Templates** tab. ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FPcqTLBhPEtZLvo6FUesQ%2Fimage.png?alt=media\&token=1d27ca4a-91b1-4653-bc53-52f3c580f7b7) ## Share a Wellness Plan Template The Shared Wellness Plan Templates tab will contain all the share templates. It will include the Name of the template, the name of the coach who created it, and the creation date: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FEWFsphpAt1OaNKEXOLKR%2Fimage.png?alt=media\&token=8b9de96b-c881-46e8-b828-60c6d382ea35) To share a template with other coaches, move the toggle from left to right, it will be visible in the **Shared Wellness Plan Templates** tab. ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FbfI7TylUKYABwnEIeXYo%2FSharedTemplate.gif?alt=media\&token=6d078f47-2a5d-441a-8d15-47dbb6f69f11) ### Duplicate Shared Wellness Plan Templates If is required to create a different wellness plan template, it can be duplicated. Click on the three dots and select the **DUPLICATE** option. The duplicated template will be listed in the **My Wellness Plan Templates** tab as a **Private** template. ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FnHvFATb5SiaBMYMRxYeV%2FDuplicateWellnessTemplate.gif?alt=media\&token=f85f262f-fb5d-4898-b7fd-dcf00bd62bd9) ## Edit a Wellness Plan Template Click on the three dots and choose the **Edit** option: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FkUFbpt7MGWZcLNBbHVXr%2Fimage.png?alt=media\&token=c6df3ff9-54ee-4830-a7cc-9d628eb64658) Edit the information accordingly, and click on the **Save Plan** button to save your changes: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FxeZkfJGYUNDFqaM1xfTy%2Fimage.png?alt=media\&token=63c42ff3-4a9a-485f-8db5-0d8fce0c6538) ## Duplicate a Wellness Plan Template To duplicate a wellness plan template, click on the three dots and select the **DUPLICATE** option: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FFai6ypUws1M9r3bpPTTe%2Fimage.png?alt=media\&token=a96d7e21-1298-47d9-a1d9-3bb5b2da44f7) The template is duplicated as **Private**: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FBvYh1xyh6BzFva9Yb2dq%2Fimage.png?alt=media\&token=afefca0f-2b93-44bb-9085-6ab9f8a6ab1f) ## Delete a Wellness Plan Template To delete a template, click on the three dots and click on the **DELETE** option ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FnpnGxCGbTbtLGkvEKHUt%2Fimage.png?alt=media\&token=e133ff33-001b-4a4f-9df1-8f941049bd05) The following confirmation message is displayed: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FS3Rfb8jecF40iKgzm1To%2Fimage.png?alt=media\&token=0385f9ad-92d4-4424-8fe8-198c48d808e0) A message indicating that the template has been deleted is displayed at the bottom right side of the window: ![](https://2559322815-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2YYW6bhSI3P9nEjXjuSL%2Fuploads%2FlhX7FLHGJhJyzlexYtcn%2Fimage.png?alt=media\&token=ad5780cd-beb6-438e-a644-ee774f7beaac) {% hint style="info" %} A Shared Wellness Plan Templates cannot be edited. {% endhint %}