> ## 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.

# Build a supplement protocol for a client in AnyScript

> How to create a new protocol in the workspace builder — naming it, assigning a client, browsing products, setting dosage, and saving.

The protocol builder is where you construct a supplement plan for a client. You browse the product catalogue, add items to the protocol cart, set dosage instructions, and then save — at which point the protocol is created and ready to share. If you navigate away mid-build, the workspace remembers your unsaved work and offers to resume it next time.

<Steps>
  <Step title="Open the builder">
    Go to **Practice > Protocols** and click **New Protocol** in the top-right corner to open the protocol workspace.

    If you return to the builder with unsaved work already in progress, a dialog will ask whether you want to **Resume** where you left off or **Start Fresh**.
  </Step>

  <Step title="Name the protocol">
    The protocol title appears at the top of the builder. Click the title text to edit it inline. Press **Enter** or click away to confirm. The title is required before you can save.

    Choose a name that is meaningful to both you and your client — for example, "Gut Reset Protocol" or "Winter Immune Support".
  </Step>

  <Step title="Assign a client">
    Click **Select Client** in the top bar. A search popover opens — type the client's name or email to filter the list and click the client to assign them.

    The assigned client determines which storefront link is generated when you share the protocol.

    <Note>
      A protocol cannot be saved without an assigned client. If the client you need does not appear, add them under **Practice > Clients** first.
    </Note>
  </Step>

  <Step title="Enable the client discount (optional)">
    Once a client is assigned, a discount toggle appears in the top bar. Enabling it applies a 10% discount to the client's checkout price for this protocol. Your commission is calculated on the discounted amount.
  </Step>

  <Step title="Browse and add products">
    The main panel is the product browser. Use the search bar and filters to find products, then click a product to add it to the protocol cart. The **Cart** button in the top bar shows how many items you have added.

    To apply a pre-built product set instead of browsing from scratch, see [Using Protocol Templates](/protocols/templates).
  </Step>

  <Step title="Review the cart">
    Click the **Cart** button to open the cart panel on the right. From here you can:

    * Adjust the quantity of each item using the `+` and `−` controls.
    * Open the **Dosage & Instructions** editor for an item to set the dose form, amount per dose, frequency, reorder cadence, and any notes for the client.
    * Remove an item using the trash icon.
    * See the retail total, the client discount (if enabled), what the client pays, and your estimated commission.

    <Tip>
      If an item's quantity does not cover the intended protocol duration, the cart will flag a shortfall and suggest a corrected quantity.
    </Tip>

    If a product shows as out of stock, you will see an amber warning on the cart card. You can swap it for an available alternative or leave it in case stock returns.
  </Step>

  <Step title="Save the protocol">
    Click **Create & Close** in the cart to save the protocol and navigate to the protocol detail page.

    If you are editing an existing protocol, the button reads **Save & Close**. You can also use the **Save** button in the top bar to save and stay in the builder.

    <Warning>
      Closing the browser tab or navigating away without saving will trigger a warning. The builder retains your unsaved draft until you either resume or discard it — but refreshing while that warning is dismissed may lose your work.
    </Warning>
  </Step>
</Steps>

## Saving as a template

While in the cart, you can click **Save Template** to save the current product set as a reusable template. This is useful when you prescribe the same core products across many clients. Templates save the products and quantities — client assignment and dosage are set fresh each time you use the template.

See [Using Protocol Templates](/protocols/templates) for more.