Essential Pro

Protocols evolve as you gain experience and gather feedback. The edit function lets you update any aspect of your protocols—from fixing typos to completely revising instructions based on new insights or testimonials from users.

Pro Feature

Editing protocols is available exclusively to Pro subscribers for protocols they've created. You cannot edit protocols created by others, even if you've saved them to your library.

How to Edit a Protocol

1
Navigate to "My Library" and select "My Protocols". Find the protocol you want to edit.
2
Click the pencil icon on the protocol card
3
The protocol editor opens with all current information pre-filled. Make your desired changes and click "Save Changes".

Be cautious when editing public protocols! If others have saved your protocol, they will see the updated version. Major changes to ingredients or instructions could affect users mid-way through following your protocol.

Pro Tip

After making significant edits to a public protocol, consider adding a note in the Author Notes section like "Updated Jan 2025: Improved dilution ratio based on user feedback." This transparency builds trust with your audience!

Common Reasons to Edit

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Fixing Errors or Typos

Correct spelling mistakes, fix incorrect measurements, or clarify confusing instructions.

Improving Based on Feedback

Users leave testimonials and comments—use their insights to refine your protocol and make it even more effective.

Adding New Variations

Discovered a better combination or alternative application method? Add it to your Author Notes section.

Optimizing Discoverability

Rewrite instructions to be clearer, add step numbers, or include additional context that helps users succeed.

Updating Safety Information

Learned new contraindications or safety concerns? Always update immediately to protect your users.

Fixing Errors or Typos

Correct spelling mistakes, fix incorrect measurements, or clarify confusing instructions.

What Happens After You Save

Changes take effect immediately:

✓Your protocol is instantly updated in your library

✓If public, the updated version appears in search results

✓Users who saved your protocol see the new version

✓AI regenerates summary if you changed objective or ingredients

✓Likes and testimonials remain attached to the protocol

Canceling Edits

Changed your mind mid-edit? No problem:

Click "Cancel" or the X button to discard all changes
Navigate away from the page (you'll be prompted to confirm)
Your protocol remains unchanged until you click "Save Changes"

Edit history is not tracked. Essential Protocols doesn't maintain version history, so your changes permanently replace the previous version. Make sure you're confident in your edits before saving!

Best Practices for Editing

Before Editing

Read existing testimonials for insights
Check if the protocol is widely saved
Consider creating a new protocol for major changes

While Editing

Double-check all measurements and quantities
Maintain consistent formatting throughout
Add explanations for why you're changing things

When to Create a New Protocol Instead

Sometimes it's better to create a new protocol rather than edit an existing one:

You're completely changing the core ingredients (50%+ different)
The purpose or objective has fundamentally shifted
You want to preserve the original for comparison
Many users have saved the current version and rely on it

In these cases, create a new protocol with a title like "Sleep Support Roller v2" and mention in the Author Notes that it's an updated version of your original.