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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.

A protocol is a curated list of supplement products you prescribe to a specific client. Each protocol has a title, an assigned client, an active or inactive status, and a shareable link your client uses to view their plan and place an order. Protocols are the core of how AnyScript connects your clinical recommendations to your client’s purchasing experience — and how you earn commission on every order.

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What a protocol contains

Products

One or more supplement products you’ve selected for the client, each with a quantity, optional dosage instructions, and per-item reorder cadence.

Assigned client

Every protocol is linked to a single client from your client list. The shareable link is personalised to that client’s storefront.

Active / Inactive status

Active protocols appear on the client’s storefront. Set a protocol to Inactive when it is no longer current — this hides it from the client without deleting it.

Renewal tracking

Each protocol tracks when its products are likely to run out so you know which clients need a refill or an updated prescription.
When you share a protocol, AnyScript generates a link based on whether the assigned client has a personal storefront token:
  • Client storefront link — if your client has a share token, the link directs them to their personal shop page pre-filtered to that protocol (/shop/{token}?protocol={id}). This is the most personalised experience.
  • General share link — if no client token exists yet, the link goes to a general protocol view page (/rx/{shareToken}). The client can still see and purchase the products.
The link is copied to your clipboard automatically when you use the Share Protocol action.

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Finding and filtering protocols

Your protocols list is found under Practice > Protocols. You can search by protocol title, client name, or client email. Two filter dropdowns let you narrow the list further:

Status filter

Filter by Active or Inactive to quickly see which protocols are live and which have been retired.

Renewal filter

Filter by Overdue, Due Soon, Upcoming, or On Track to surface clients who need attention.
Use the Renewal filter at the start of your week to identify clients whose supplements are running low. This is the fastest way to stay on top of your practice’s refill cadence.

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Protocol lifecycle

Build protocol → Assign client → Save → Share link → Client orders → Track renewal
  1. You build a protocol in the workspace builder and save it.
  2. You share the link with your client directly or via email from the protocol detail page.
  3. The client visits their link, reviews the plan, and places an order.
  4. You earn commission on the order.
  5. Renewal tracking counts down so you know when to follow up.
Deleting a protocol permanently removes it and its shareable link. If you want to stop a protocol without losing it, set its status to Inactive instead.