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Documentation Index

Fetch the complete documentation index at: https://docs.bhealthpractice.com/llms.txt

Use this file to discover all available pages before exploring further.

Your client list is the foundation of your practice in AnyScript. From here you can add new clients, track their protocols and order history, manage their discount settings, and keep your list tidy with archiving. Every client you add gets their own detail page where all their information lives together in one place. Select Clients from the sidebar under Practice. The page shows all your active clients in a table, ordered by most recently updated.

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Adding a client

1

Open the Add Client dialog

Click the Add Client button in the top-right corner of the Clients page.
2

Enter the client's details

Fill in the following fields:
FieldRequiredNotes
First nameYes—
Last nameNo—
Email addressYesMust be a valid email. Cannot match a practitioner account.
Mobile numberNoSelect a country code, then enter the number without the country prefix.
CountryYesDefaults to United Arab Emirates.
3

Save the client

Click Add Client. You’ll be taken directly to the new client’s detail page where you can start creating protocols.
A client’s email address must be unique within your practice and cannot be the same as a registered practitioner account. If you see an “email already registered as a practitioner” error, the person needs to use a different email address.

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Searching your client list

Use the Search by name or email field above the table to filter clients in real time. The search is debounced — results update automatically as you type.

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Switching between active and archived clients

The Active and Archived tabs sit next to the search bar. Select Archived to see clients you’ve previously archived. Switching tabs resets to page one of results.

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Viewing a client’s detail page

Click a client’s name or the Manage button in the table row to open their detail page. From there you can see:
  • Contact details (email, phone, country)
  • Protocols assigned to them, with status and renewal information
  • Full order history with invoice numbers, fulfillment status, amounts, and commission earned
  • Revenue and commission totals at a glance

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Managing client discounts

Each client has a Apply 10% client discount toggle on their detail page. When enabled, the client receives a 10% discount on every order and your commission is calculated against the post-discount subtotal. When disabled, the client pays full retail price and commission is calculated against the full subtotal. The discount status is also visible in the client list as a badge next to the client’s name.

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Archiving and restoring clients

Archiving hides a client from your active list without deleting any of their data. You can restore them at any time. To archive a client: Open the client’s detail page, click the three-dot menu in the top-right of the client card, and select Archive Client. Confirm in the dialog that appears. You’ll be returned to the Clients list. To restore an archived client: Switch to the Archived tab, find the client, open their detail page or use the row menu, and select Restore Client.
Archive clients you are no longer actively working with rather than leaving them in your active list. This keeps your search results and pagination clean without losing any historical data.

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Pagination

The client list shows 25 clients per page. When your list exceeds 25 clients, pagination controls appear at the bottom of the table along with a count showing which records you’re currently viewing. Use the previous and next arrows or click a page number to navigate.

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Editing a client’s profile

On the client detail page, click Edit Profile to update any of the client’s saved information, including name, email, phone, date of birth, and other profile fields.