Build a preset from scratch
A preset is a saved blend you can start from whenever you build a plan for a client.
PartnersUpdated 15/09/2026
A preset is private to you. Clients never see its name, and nothing can be bought from it — it is a starting point for the plans you send.
Go to Presets → New preset.
Give it a name. It is for you, so call it what you will recognise.
Pick a base, or none. A base is a fixed recipe with its own price; "from scratch" means you choose everything.
Search for an ingredient by name and add it. Each one starts at its usual daily amount.
Set each daily amount with the stepper. A typed number rounds down to the nearest step; the + stops at the highest amount your tier allows.
Watch the price panel on the right (underneath, on a phone). It shows what a client would pay a month, as a one-off and, where offered, on a 90-day plan — and what you would earn on the first order and on each repeat.
Add notes if you like — what it is for, who it suits. No client details, please.
Save. The button stays off until every line is allowed and the price has come back.
Units
Amounts are shown in the ingredient's own unit — mg for most, µg for the micronutrients that are measured that way, "bn CFU" for probiotics. The stepper moves in that ingredient's own step.
Names on the tin
A preset's name stays with you. When you send a plan, the blend's name is what the client reads and what is engraved on their tin — so name the plan's blend for them, not for your filing.
Related
- Dose limits explainedThe customer maximum, the internal maximum, what each tier can do, and why a "+" sometimes stops.
- Bases and add-onsWhat a base is, how add-ons stack on top of it, and what "no base" means for the price.
- Edit, duplicate and retire presetsPresets are private to you and can change; a blend you have already sent never does.
- Create and send a planOne or more blends, a message, a suggested plan per blend and an expiry — then send by email or copy the link.
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Still stuck? Email partner@yutrients.com — a person will answer.