Create and deliver fully customised treatment plans to your clients directly via the Patient App.

Each Custom Plan is meticulously tailored to the individual client of your choice. You determine the services included in the plan, as well as the pricing structure.

This personalised approach ensures that your clients receive treatment plans aligned with their specific goals, offering them the convenience of purchasing or financing their plan directly through the app—ultimately enhancing client satisfaction and driving increased revenue for your business.

1. From "App Builder" (left-hand menu), click on "Create custom plan".

2. Select an existing client. You can also click on "Create a new client" which will create a new client account.

If you click on "Create a new client", you'll need to enter their first and last name and phone number. This will send them an SMS prompting them to download the app to purchase their plan.

3. Enter in the details of the custom plan. For example: "Sabrina's custom weight loss plan". Enter what's included (the details of what she will be getting), a price and expiration date. Lastly, click on "Create Plan" to send the plan to the patient.

Once a custom plan is sent to a patient, s/he will be able to then directly see it inside of their cart, like so:

1. Click on the plan's ellipsis (...).

2. After editing the custom plan, click 'Update plan'. Changes are reflected immediately in the customer's app.

Between the search bar and the 'Create custom plan' button, you'll see a dropdown filter for your Custom Plans. Click on it and select from the following options: