Help / Sending plans to clients
Create and send a plan
One or more blends, a message, a suggested plan per blend and an expiry — then send by email or copy the link.
PartnersUpdated 15/09/2026
A plan is what a client receives: one or more blends, a note from you, and a link that lasts a set number of days. Building one takes three steps.
Open the client and press Create plan.
Blends. Add one or more: From scratch, From a preset, or Duplicate a previous blend you sent this client before. Each opens the editor in a side panel. Press Add to plan and it is saved as a draft — leave the page and come back, and it is still there.
Message and plan. Write a short message. It goes in the email and on the plan page, so say what you have put together and why you chose it — not what it will do for them. The message is checked for words we cannot send. Then choose a suggested plan for each blend (monthly, one-off or 90-day where offered) and how long the link lasts: 7, 14, 30 or 60 days.
Review and send. A preview of the client's page. Press Send email to have us email it, or Copy link only to pass it on yourself.
The link is shown once, with a copy button. The portal never stores it; if it is lost, resend from the Plans tab and a new one is made.
Prices
Every price on the page came from our builder when the blend was saved. The client pays the normal price on yutrients.com — there are no partner discounts, and nothing in the plan changes what checkout charges.
After sending
The plan appears on the client's Plans tab as Sent, then Opened when they open it, then Purchased when they buy. Resend, revoke and expiry covers what to do if they do not.
Related
- What your client seesThe email and the plan page, step by step, from the client's side.
- Several blends for one clientA plan can hold up to 10 blends; each becomes its own tin and, if subscribed, its own subscription.
- Resend, revoke and expiryWhat to do when the client has not bought — resend for a fresh link, revoke to stop it, duplicate once it has expired.
- Build a preset from scratchA preset is a saved blend you can start from whenever you build a plan for a client.
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Still stuck? Email partner@yutrients.com — a person will answer.