Lifestyle Recommendations let you share personalized habit guidance with your clients, from sleep hygiene to stress management to daily movement. You can build a saved library of recommendations to reuse across your practice, or create one-off recommendations directly in a client's record.
In this article:
- Adding Lifestyle Recommendations to Your Library
- Creating a Recommendation Directly in a Client Record
- Using Curated Recommendations
- What Clients See in Their Portal
- Related Articles
Adding Lifestyle Recommendations to Your Library
Your saved library lives under My Practice > Lifestyle Recommendations. Recommendations saved here can be reused across multiple clients, added to Protocols, or included in Protocol Templates.
To create your first saved recommendation:
- Go to My Practice > Lifestyle Recommendations.
- Click the Fast Action Button in the bottom-right corner and select Create New.
- Fill in the recommendation details:
- Lifestyle Recommendation: Provide a clear, descriptive title.
- Explanation: Describe why this habit matters for your client's health.
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Category: Select the category that best fits (e.g., Exercise, Sleep, Mindfulness).
- Click Save. The recommendation will appear in your library under My Practice > Lifestyle Recommendations.
- To send it to a client right away, click Recommend to client and select the client.
📍 Note: Recommendations saved to your library can be integrated into a Protocol, Protocol Template, or assigned to clients individually.
Creating a Recommendation Directly in a Client Record
You can also create a recommendation from within a client's record. This is useful when you want to assign a one-off, client-specific recommendation without adding it to your practice library.
- Open the client record and select Lifestyle Recommendations from the client record navigation menu.
- Click the Fast Action button and select Create new.
- Complete the recommendation details (title, explanation, category).
- Click Save. The recommendation appears immediately in the client's Lifestyle Recommendations section and in their client portal.
⚠️ Important: Recommendations created this way are not saved to your practice library under My Practice > Lifestyle Recommendations. If you want to reuse the recommendation with other clients, you'll need to manually re-enter it in your library.
Using Curated Recommendations
Practice Better includes a built-in library of Curated Recommendations covering categories like Detoxification, Digestion, Mindfulness, Sleep, and Stress. These are ready to use without any setup.
To access curated recommendations from your library:
- Go to My Practice > Lifestyle Recommendations.
- Click the Fast Action Button (+) in the bottom-right corner.
- Select View curated recommendations.
- Browse by category and choose an action:
- Recommend to client: Send the recommendation directly to a client.
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Add to favorites: Save it to your personal library for frequent use.
💡 Tip: Learn more about Using Saved Recommendations in Protocols →
What Clients See in Their Portal
When you assign a lifestyle recommendation to a client, it appears in their client portal on both desktop and mobile.
Clients can find their recommendations in two places:
- Dashboard: Recommendations appear on the client portal home screen.
- Resources > Recommendations: Clients can also navigate directly to this section from the portal menu.
📍 Note: Lifestyle recommendations are read-only for clients. Clients do not receive a notification when a new recommendation is assigned. If you'd like them to know about a new recommendation, consider sending a message through the portal.