Skip to main content

Creating clients

A client is created through a wizard with seven steps. The client is saved as soon as you leave the first step, so you can stop after any step and come back to the rest later.

Start a new client​

  1. Click Clients in the sidebar, then Create Client. The Create Client screen opens.
  2. Enter a Last Name. This is the only required field, and the Back and Continue buttons stay disabled until it is filled in.
  3. Fill in whatever else you know: First Name, Middle Name, Identification Number, and Date of Birth. Entering a date of birth fills in the Age (Years) and Age (Months) fields for you.
  4. Choose a Gender, and select Pregnant or Lactating if they apply.
  5. Enter a Current Weight and a Height. The Body Mass Index field calculates as you type. Entering a Waist Circumference and a Hip Circumference calculates the Waist/Hip Ratio. Body Fat % is not calculated; type it in if you have measured it.

These demographics are not optional in practice. The calorie needs calculation on the next step is unavailable until the client has a date of birth, a gender, a height, and a current weight.

  1. Fill in the contact details below: Client's Main Goal, Appointment Date and Appointment Time, Reason for Appointment, Address Type and address, phone numbers, Email Address, Company Name, and any Notes.
  2. Click Continue.

The seven steps​

The client header stays at the top of every step, so you can correct a demographic at any point. In the diet and notes steps you can collapse it with Hide Panel to give the editor more room.

  1. Contact Information, the screen above.
  2. Nutrient Goal, the client's nutrient targets and calorie needs.
  3. Exercise Sets, what the client does and how often.
  4. Diets, diet records and food questionnaires.
  5. Menus, meal plans built for this client. See client menus.
  6. Weight Management, measured weights and a weight projection.
  7. Special Notes, recommendations, visit notes, and clinical notes.

Click Save & Close on the last step to finish. The Clients dashboard opens and the client appears in the Recent Client table.

Reopen a client​

  1. Click Clients in the sidebar, then Edit Client.
  2. Search by Last Name contains or ID Number contains, or pick the client from the Recent Client table on the dashboard.
  3. Click the edit action on the row. The client opens at the first step, and you can move through the steps from there.

Delete a client​

Use the delete action on the client's row in the list or on the dashboard, then confirm. Deleting a client removes its diets, questionnaires, menus, exercise sets, weights, and notes with it.