> For the complete documentation index, see [llms.txt](https://docs.suggestic.com/telewellness-portal/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.suggestic.com/telewellness-portal/using-the-telewellness-portal/navigating-the-telewellness-portal/wellness-plan/manage-wellness-plan-templates.md).

# 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:

![](/files/DoY6qHDtgNXhMX8jLpYd)

In case any supplement plans have been added yet, you can also click on the **ADD NEW PLAN** option.

The following form is displayed:

![](/files/ctWZE2afwjHaTDbLjc8G)

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 <img src="/files/sBEP674DiWmP2F9T3oaT" alt="" data-size="line">right arrow to move them to the list of selected items:

![](/files/7xquhzOM7FllMAy3FP6k)

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.

![](/files/Z48wyl56fCVvfUjxodJ7)

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.&#x20;

![](/files/KSBk8leu6Qf04UKbjyZi)

* **Nutrition** information related to the wellness plan
* **Exercise** recommendations as a complement for the wellness plan.&#x20;
* **Resources** for the wellness plan.

After filling the information, click on the **Create Plan** button:

![](/files/c1lPe77k5LKOaTt6Geno)

The new wellness plan is created, as a **Private** plan, **below the My Wellness Plan Templates** tab.

![](/files/MX8yICNRUaWHz5URpW0N)

## Share a Wellness Plan Template

The Shared Wellness Plan Templates tab will contain all the share templates.&#x20;

It will include the Name of the template, the name of the coach who created it, and the creation date:

![](/files/D1EuEnu8Z3UASJXzsQrY)

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.&#x20;

![](/files/MNhibXLwhATxt4UJnKVY)

### 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.

![](/files/yR1FuaaIBIpEEluU6sjd)

## Edit a Wellness Plan Template

Click on the three dots and choose the **Edit** option:

![](/files/Yc7XulmnXZpUlmwro0nK)

Edit the information accordingly, and click on the **Save Plan** button to save your changes:

![](/files/hdLeF0mMyjWFOnlxqiRG)

## Duplicate a Wellness Plan Template

To duplicate a wellness plan template, click on the three dots and select the **DUPLICATE** option:

![](/files/6n1jUqv8aQ4C4j7vBjfd)

The template is duplicated as **Private**:

![](/files/MzYws9rdASKBGtgB5OTq)

## Delete a Wellness Plan Template

To delete a template, click on the three dots and click on the **DELETE** option

![](/files/ttf7Zh4ZWQhGu6Z4Hkh3)

The following confirmation message is displayed:

![](/files/OHhjnlLDAIhvX2F6PpPW)

A message indicating that the template has been deleted is displayed at the bottom right side of the window:

![](/files/WaWz9mo2kXm1H3IQJAN4)

{% hint style="info" %}
A Shared Wellness Plan Templates cannot be edited.
{% endhint %}