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Protocol templates are saved product sets that you can drop into any new protocol instead of building from scratch. If you regularly prescribe the same core supplements — a gut health stack, an immune support plan, or a post-workout recovery set — a template lets you populate those products in seconds. Templates store the products and quantities; you still assign a client and add dosage instructions per protocol.

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Creating a template

You create a template from inside the protocol builder’s cart, after you have added products.
1

Open the cart

In the protocol builder, click Cart in the top bar to open the cart panel.
2

Click Save Template

At the bottom of the cart, click Save Template.
3

Name the template

A dialog opens. Enter a name for the template — something descriptive like “Gut Reset Starter” or “Children’s Immune Support”. Press Enter or click Save template to confirm.
The template is saved immediately and appears in your templates library. If you navigate to Practice > Protocols > Templates, you will find it listed as a card showing the product count, estimated total value, and a preview of up to five products.
Templates save the cart contents exactly as they are at the time of saving, including quantities and any refill cadence that was set. Dosage instructions and client assignments are not saved with a template — those are added fresh each time you use one.

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Browsing templates

Go to Practice > Protocols and select Templates from the navigation. Your templates appear as cards in a grid. Each card shows:
  • The template name
  • The number of products
  • The refill cadence (if set)
  • An estimated retail total
  • A preview of the first five products

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Applying a template when building a protocol

1

Open the protocol builder

Go to Practice > Protocols and click New Protocol.
2

Click the Templates button

In the top bar of the builder, click the Templates icon (the grid layout icon). A popover opens with a search field and your list of templates.
3

Search and select

Type to filter by name, then click a template to apply it. The builder loads the template’s products, sets the title to the template name, and applies the refill cadence if one was saved.
Applying a template replaces the current cart contents. Any products you had already added will be removed. The assigned client is preserved.
4

Customise and save

Adjust quantities, add or remove products, assign a client if you have not already, and set dosage instructions as needed. Then save the protocol as usual.
You can also start a protocol from a template directly from the templates page by clicking Use template on any card. This opens the builder pre-populated with that template’s products.

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Deleting a template

On the templates page, click the trash icon on any template card and confirm the deletion. Deleting a template only removes the template itself — any protocols already created from it are unaffected.
If you find yourself building the same protocol for new clients regularly, save a template immediately after your first build. It takes less than a minute and saves significant time across your practice.