Creating and Loading Your Custom Protocols for other clients (2025 Software Release Changes)

Creating and Loading Your Custom Protocols for other clients (2025 Software Release Changes)

This will explain how to load your custom protocols you've created for your clients. If you need to Create a Custom Protocol, start at Step 1. If you just need to Load a Custom Protocol, start at Step 3. At the bottom of this article in a blue bracket there will be step by step instructions without images.


**We're going to start where you'd be creating your protocol for your client. A quick how to get where were starting is here: you will open your clinical software > Click Brain Training > Then click "New Training Plan"

Warning
*all protocols shown are simply just for show*

Step 1: Fill out where you see a GREEN star FIRST then fill out where the YELLOW stars are, you need to make sure you fill out/set up correctly. Once you've filled everything out, click "Save Custom Protocol"
***"Create Custom Protocol" will be the first in the drop down
****Yes, you need to select a client, but that won't be the only client with access to the custom protocol(s) you create.




Step 2: Once you click "Save Custom Protocol" a smaller screen will appear where you can name the custom protocol you just created, or you can leave the name as it's displayed > Then click "Save"
**the protocol name can have special characters and 25+ characters




Step 3: This step is to load your custom protocol for your clients. On the same screen from Step 1, except click "Load Custom Protocol" this time
The search bar within the custom protocols will narrow down from any word/phase within the protocol name (so if you searched "special" in the search bar it would remove the two protocols that don't have that word in it)


Step 4: Select your protocol then click "Load" (I will be using "Custom C3-C4 EO") > Select your Client in the top Left where the GREEN star is. Once a client is select you can select "Save" or "Save and Start New Session"









Info
This will explain how to load your custom protocols you've created for your clients. If you need to Create a Custom Protocol, start at Step 1. If you just need to Load a Custom Protocol, start at Step 3. 

Step 1: Fill out where you see a GREEN star FIRST then fill out where the YELLOW stars are, you need to make sure you fill out/set up correctly. Once you've filled everything out, click "Save Custom Protocol"
***Yes, you need to select a client, but that won't be the only client with access to the custom protocol(s) you create.
Step 2: Once you click "Save Custom Protocol" a smaller screen will appear where you can name the custom protocol you just created, or you can leave the name as it's displayed > Then click "Save"
***the protocol name can have special characters and 25+ characters
Step 3: This step is to load your custom protocol for your clients. On the same screen from Step 1, except click "Load Custom Protocol" this time
***The search bar within the custom protocols will narrow down from any word/phase within the protocol name (so if you searched "special" in the search bar it would remove the two that don't have that word in it)
Step 4: Select your protocol then click "Load" (I will be using "Custom C3-C4 EO") > Select your Client in the top Left where the GREEN star is. Once a client is select you can select "Save" or "Save and Start New Session"