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A treatment plan records a course of treatments you agreed with a client, such as six laser sessions. Each signed chart entry in the plan counts as one session, and the plan shows how many are done.

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Add a plan

1

Open the client's chart

On the client’s profile, open the Chart tab.
2

Select Add plan

Under Treatment plans, select Add plan.
3

Fill in the plan

Enter a Name, choose one or more Services, and set the number of Sessions. If the client has a package for these sessions, choose it under Package. Add Notes if you like.
4

Save

Select Save plan.
You see “Plan added.” The plan shows its progress, such as “2 of 6 sessions done”, and the package’s credits used beside it. An entry started from an appointment joins the plan on its own when exactly one of the client’s active plans includes that service. Otherwise, choose the plan in Part of on the entry, under Chart details. When the entry is signed or marked as complete, it gets its number, such as “Session 3 of 6”.

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Book the next session

Open the plan and select Book next session, or select it on a signed entry in the plan. A new appointment opens for the client, with the plan’s service when the plan has one.

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Finish or stop a plan

Open the plan, select the menu beside its name, then Mark as completed, or Stop plan and give a reason. Edit plan changes the name, services, sessions, package or notes.

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Good to know

  • A plan never spends a credit. Credits are used when sessions are booked, as always. The plan shows the count side by side.
  • A plan with no package shows Sell package when you have a package that covers its services.
  • A plan created after an appointment was booked doesn’t link to that entry on its own. Choose it under Part of.
  • A completed or stopped plan can’t be reopened.
  • Team members without chart access see only the plan’s name, progress and status.
  • Your business can count doses instead of sessions: in Settings, Charting, change Treatment plans count in.