How to create your client's Action Plan

Creating Action Plans from the Recommendations Page

You can add recommendations directly from your client's personalized Recommendations Page! Here are the instructions:

1. Select the client on your My Clients page by clicking their name.
2. Select Recommendations from the navigation.
3. 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.
4. Discover which symptoms, conditions, goals, DNA risks, and lab results each recommendation addresses by clicking on it.

5. Add your favorite recommendations to your client's Action Plan by selecting the + sign on the right:

Accessing Your Client's Action plan

Once you've added recommendations, you can access your client's Action Plan by:

1. Selecting Recommendations > Action Plan from the navigation panel:

2. To see all of the recommendations you and your client have added so far, select Whole Week:

3. Select your preferred details for each recommendation.
   1. You can modify the duration and dosage of each lifestyle or supplement recommendation to suit your client's needs.
   2. You can also select the days of the week you want your client to implement that particular recommendation
   3. You can also add notes to each recommendation by selecting the blue box with the + sign inside

4. Once you are happy with your selections, you and your client can click on each individual day of the week to see a detailed breakdown of their Action Plan for that day: