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.
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.
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.
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, shares the live plan with the client in your online-booking portal, and sends them a message telling them it’s ready to read.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. You’re always in control of when a plan first becomes client-ready.
Letting the client know
Publishing sends the client a Treatment plan published message with their plan’s name and a link straight to it in your online-booking portal. Email is on by default; SMS is off until you switch it on. You choose when that message goes out, because the two save actions do different things:
So a quick correction between appointments can go in quietly with Save changes, and a genuine step forward in the programme can be announced with Save & re-publish.
Clients who’ve turned off email or SMS notifications, or who have no email address on file, aren’t messaged - their plan still publishes and is still waiting for them in the portal. A discontinued plan is never messaged about either, since it’s already hidden from their portal.
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 - from their client record, or straight from the day’s appointment (open the appointment in the scheduler, then its Treatment plan tab) - 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 appointment - you can jump straight back to it from the revision later, and the plan doubles as a record of how the journey unfolded, appointment by appointment. Save your changes and the client’s portal view updates straight away; choose Save & re-publish instead when the update is worth telling them about.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.
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.
Plan statuses
Templates
If you run the same protocol again and again, build it once as a template and start every client’s plan from it. A template holds everything a plan does except the client: a name, a library-only description, the client-facing overview, and the phases with their week timing, notes, recommended services and recommended homecare products. It has no client, no start date, no progress and no publish state of its own.1
Open the library
Go to Catalogue > Treatment templates in the sidebar. This is your protocol library, kept with your other reusable set-up (services, packages) and separate from the plans on each client record.
2
Build a template
Select New template, give it a name, and build the phases exactly as you would on a client’s plan. The description is only ever shown in your library; the overview is stamped into every plan you start from the template.
3
Use it on a client
Open a client, choose Treatment plans, and start a New treatment plan. In the Phases section choose Use template, pick the template, and set a start date - the phase timing counts from that date. The plan title and overview are prefilled from the template where you have left them blank, and everything is yours to personalise before you save.
Saving an existing plan as a template
Already built the perfect plan on a client? Open it, choose Save as template from the plan’s actions menu, and give it a name. Phases, timing, notes, recommendations and the overview are saved. Client details, dates, progress and plan history are not.Adding a template’s phases to an existing plan
When a plan already has phases, the same button reads Add phases from template. Pick the template, then set Phases start on - the date the template’s earliest phase should begin. Bella shifts every phase by the same amount, so the spacing you designed is preserved: a template running weeks 0, 4 and 8 added twelve weeks in becomes weeks 12, 16 and 20. Phases start on can’t be earlier than the plan’s own start date. If a shifted phase had a fixed timeframe label, that label is cleared, so a phase never displays a week range it is no longer in.What applying a template does and doesn’t do
Applying a template copies it. The phases are stamped into the plan and the template is forgotten:- Editing a template later never changes a plan already created from it.
- Archiving or deleting a template never affects existing plans.
- The plan’s revision log records which template it came from, so the record still says where it started.
If a template recommends a service or product that has since been archived, it’s carried across and flagged so you can swap it. If one has been deleted outright, it’s left out and the dialog tells you how many.