How do I share my plans with another provider?

A: Every plan has a share link you can use to share with other providers using BodySite. Hover over the plan and click on the blue hamburger icon, then select Share Plan. You will need to enter the email address associated with the BodySite account of the person you want to share the plan with. Make sure to confirm the email address that the provider is using for their primary account in our system.

When you do this, the other provider, and you, will get a confirming email. All your plans you share will be available to the other provider in their Plans > Available Plans & Templates section. They can use the search field in the top righthand corner to search for the name of the plan and add it to their My Plans library. Shared plans are uneditable (they cannot be changed or customized in any way by the other provider). See below for visual reference: