Every sheet looks like it came from your office
Clients should see your practice, not a software company. Protocol Builder lets you control the look and the content without calling support.
Your brand
- Upload your logo
- Set brand colors and choose from several fonts
- Choose from 9 regimen sheet styles
- Add a reorder link and QR code
- Customize the email clients receive
- Call them “clients” or “patients”
Change a color or font in the Editor and every new sheet updates instantly.
Choose the look of every regimen sheet
Pick from 9 styles. Each one uses your brand color, logo and wording, and you can switch any time.
Classic
Dark header with AM and PM side by side.
Minimal
White page, thin lines and a single accent bar.
Spa
Soft tinted page with rounded cards.
Luxe
Cream paper, serif type and roman numerals.
Timeline
Each routine runs down a numbered line.
Day & Night
Light morning side, dark evening side.
Bold
Big headline, large step numbers and color bars.
Weekly Checklist
Boxes to check off every step, every day.
Clinical
One table with AM and PM check marks.
Your products and your instructions
Start from our shared catalog of more than 400 professional products, then make it yours. Make these changes yourself with the Self-Edit and Templates add-ons (both included with Advanced), or send us a change request and we will handle it.
Choose your lineup
Turn on only the brands and products your practice carries.
Add custom products
Carry a private label or compounded product? Add it with your own instructions.
Override defaults
Change any product’s instructions or AM/PM timing to match how your providers prescribe it.
Reorder the picker
Put your most-used categories and products first so providers find them faster.
Note templates
Write your standard aftercare once and reuse it on any regimen.
Saved regimens stay accurate
Updating a product later never changes regimens you already gave to clients.
See it with your own products
Book a 20-minute demo and we will build a sample regimen using products your practice already carries.