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A treatment plan is a living, personalised programme you build on a client’s record and keep updating over time. Instead of writing a plan into a note and emailing it once — where it gets lost in a long thread and the client can never find it again — you author the plan in Bella, publish it to the client, and revisit it at each follow-up. The client sees their live plan in your online-booking portal, so they can always refer back to it, book the next treatment, and buy the products you recommended for home. Treatment plans suit any business that works in journeys rather than one-off appointments — skin clinics, med spas, and aesthetic and wellness practitioners who sequence treatments in phases and guide a client toward their goal.
Treatment plans live on the client record, under Clients → select a client → Treatment Plans. There’s no separate menu — a client’s plans sit alongside their timeline, photos, appointments and files.

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What’s in a treatment plan

Each plan is made up of a few simple parts:
  • Title — what the programme is, for example “Acne Clearing Programme” or “Skin Rejuvenation Journey”.
  • Overview — the education and context: what you discussed, the approach, and the reasoning behind it.
  • Start date — the date the programme begins. It anchors each phase’s timeframe.
  • Phases — the stages of the journey, each with its own timeframe, notes, recommended services and recommended homecare products.
  • Revisions — a dated, authored log of every update you make, so the plan is a faithful record of how the journey progressed.
  • Status — where the plan is up to: Draft, Active, Completed or Discontinued.

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Creating a plan

1

Open the client and start a plan

Go to Clients, open the client, and choose the Treatment Plans tab. Select New treatment plan.
2

Add the title, overview and start date

Give the plan a title, write an overview of what you discussed and the approach you’re taking, and set the start date that anchors the phase timeframes.
3

Build the phases

Add a phase for each stage of the journey — for example “Phase 1 — Foundation” over weeks 0–4, then “Phase 2 — Actives” over weeks 4–8. For each phase you can set a timeframe (a start and end week from the start date, with an optional label), add notes, and attach your recommendations.
4

Recommend services

Add the services you want the client to book in that phase. You can pick individual services or a bundle, and pin a specific service variant where it matters. Each recommendation shows the client the service name, how long it takes, and its price — pulled live from your catalogue, so it’s always current. Where a service has more than one price (pricing tiers, variants, or a bundle), the client sees a “from” price.
5

Recommend homecare products

Add the products you want the client to use at home. For each, set the quantity and add usage instructions (“apply nightly”, “twice a week after cleansing”). Product names, images and prices come straight from your product catalogue.
Phases, recommended services and recommended products are all optional and reorderable — start with a simple overview and one phase, and build the plan out as the journey takes shape.

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Draft vs published

Every new plan starts as a Draft. A draft is yours alone — it’s never visible to the client, so you can take your time getting it right. When the plan is ready, choose Publish to client. Publishing makes the plan Active and shares the live plan with the client in your online-booking portal.
Nothing is shared with a client until you explicitly publish for the first time. From that point on, the plan is a live record — any change you save is what the client sees straight away, whether or not you use the “re-publish” option again. You’re always in control of when a plan first becomes client-ready.

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Updating at a follow-up

A treatment plan is meant to be revisited, not written once and forgotten. When the client returns, open their plan and edit it — mark a phase complete, adjust the next phase’s products after reviewing progress, or swap a recommended service. Each time you update the plan, add a revision note describing what changed and why (“Great response — reduced exfoliation frequency”). Every revision is dated and attributed to you, and when you make the update from an open appointment it’s linked to that visit — so the plan doubles as a record of how the journey unfolded, visit by visit. Save your changes and the client’s portal view updates straight away — once a plan has been published for the first time, there’s no separate re-publish step to remember.
The revision log is the plan’s history. Because each entry is dated, authored and (where relevant) linked to an appointment, you can always see when and why the plan changed.

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What the client sees

Once you publish, the client sees their live treatment plan when they sign in to your online-booking portal. Their view mirrors your plan:
  • The overview and each phase, with a clear status — Completed, Current or Upcoming — worked out automatically from the phase timeframes and today’s date.
  • The recommended services for each phase, each with its price and duration. The client can tap Book to jump straight into your booking flow with that service already selected.
  • The recommended homecare products, each with its price and your usage instructions. The client can view a product and add it to their order to collect in your business or pick up at their next appointment.
Because prices come live from your catalogue, the client always sees current pricing in your business’s own currency — nothing is ever a stale snapshot. If a recommended service or product is later archived or unavailable, the plan handles it gracefully rather than showing a broken price.
A client only sees a plan once it’s published. If they have no published plan, the treatment-plan section simply doesn’t appear for them.

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Plan statuses

A client can have more than one plan over time — for example, an acne programme followed later by an anti-ageing programme. Their portal highlights the most recently updated active plan.

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FAQs

Q: Can the client see a plan while it’s still a draft? A: No. A plan is only ever visible to the client after you publish it. Drafts are private to your team. Q: Do I have to rebuild the plan each time the client visits? A: No — that’s the point of a treatment plan. You open the existing plan, update it, and add a revision note; once it’s been published for the first time, your save is what the client sees straight away. The whole history is kept. Q: How are prices shown on a plan? A: Prices are pulled live from your service and product catalogues, so they’re always current and in your business’s currency. Where a service has more than one price — pricing tiers, variants, or a bundle — the client sees a “from” price. Q: Can a client book a recommended treatment straight from their plan? A: Yes. Each recommended service has a Book action that opens your booking flow with that service pre-selected, so the client can book their next treatment in a couple of taps. Q: What happens if I recommend a service and later archive it? A: The plan degrades gracefully — the recommendation shows as no longer available rather than breaking, and your team is prompted to swap it when editing the plan. Q: Does a treatment plan charge or reserve anything? A: No. A plan is advisory — it recommends services and products and links to booking and your shop, but it doesn’t consume packages, memberships or credit. The client books and pays as normal.