How to create your client's Action Plan
You can watch a video here to learn how to create a tailored Action Plan in minutes. Or, read on to see a step-by-step guide.
Creating Action Plans from the Recommendations Page
You can add recommendations directly from your client's personalized Recommendations Page! Here are the instructions:
- Select the client on your My Clients page by clicking their name.
- Select Recommendations from the navigation.
- On this page, you will see the top recommendations based on your client's DNA and lab results, prioritized by how often that recommendation appears in their reports.
- Discover what health topics each recommendation addresses by clicking on it.
- Add your favorite recommendations to your client's Action Plan by selecting the recommendation from your client's list:
Creating Action Plans from the DNA Health Reports and Lab Reports
You can also add recommendations from within your client's DNA and Lab Reports. Here are the instructions:
1. Select the client on your My Clients page by clicking their name.
2. Access their Health Reports by selecting DNA > Health Reports.
3. As you browse your client's DNA reports, click Add to Action Plan next to any recommendation to add it to their Action Plan.
Pro Tip If you like all the recommendations in a particular report, you can add them all with a single click! Look for the + Add all to Action Plan option
Accessing Your Client's Action plan
Once you've added recommendations, you can access your client's Action Plan by visiting their Overview Page or by selecting Action Plan from the navigation panel.
If you'd like to set the dosage, duration, frequency, and start date of a recommendation, simply select Set Action Plan Details to the right of the recommendation:
If you'd like to order custom supplements based on their Action Plan, click the Shop dropdown menu:
