Use the blog posts area to communicate important messages to your clients. Here you can post evergreen content as well as news about your business, e.g. special time-limited discount codes.

The blog posts are displayed to your clients via the app. They appear under the section Useful.

Create a New Blog Post

To create a new blog post, click Create New Blog Post.

A comprehensive blog post creation interface opens with different fields to fill in.

• Title
• Subtitle
• Lead - use this space for a powerful intro to hook your clients’ attention
• Picture - featured image for the blog post
• Content - the core of the blog post; many options to format it
• State - published, unfinished, unpublished, proofread
• Release date - required for publishing the post
• Unpublishing date
• hiddenfromListing checkbox
• Slug - the URL for your post
• Document - upload a file from your computer to attach to the post

Once you’re done with the post, click Save. If it’s in the Unfinished state, it won’t be visible to your clients.

Once you save your post, you get a confirmation message “create success”.

You are redirected to the blog posts page.

You can continue editing your post or delete it from the list of blog posts.

By clicking Cancel, the post is deleted. 

Edit Your Blog Post

• Click Edit in the list of blog posts.
• Make the changes.
• Click Save.
• Message “update success” appears.

In this section, you have a list of your clients. Here you can approve new client requests and add clients to your list, add new clients manually, export your client data as an Excel file, search for clients, sort the list, and generate new passwords for clients.

ADD: TAGS, TRIAL, EXPORT - DESCRIBE THESE FUNCTIONS

Add a New Client Manually

You can add a new client manually. To start this process, click the Add new client button.

1. Fill in the relevant client information on the next page, including (* marks required fields),

     a. First Name *

     b. Last Name *

     c. Country *

     d. Zipcode

     e. Language *

     f. Email *

     g. Phone number

     h. Skype ID

     i. Gender *

     j. Race (drop-down list)

     k. Highest level of education completed

2. Click Save to save the new client to your list.

3. If you click the Cancel button, the inserted client data will be deleted.

Manage Existing Clients

In the clients list, you can sort the list of clients alphabetically and by dates (signup date & last active). For a quick search, type the client’s name into the search bar. Moreover, you can specify the search interval to find clients who registered during a specific period of who were last active. 

Each client record displays their name, signup & last active date, the existence of conflicts (allergies, intolerances), and a key icon to change the password.

In this section, you can add additional details to your client record. When you created the client record, it only included their personal information. This section allows us to include Food Data, Medical History, and assign Meal Plans.

To edit client Food Data:

1. Click the client profile photo or the name.

2. The client’s personal information is displayed.

3. Switch between the tabs by clicking them in the top row.

4. Add client’s allergies and intolerances under the Food Data tab by clicking the Edit button under Allergies and intolerances. 

     a. A list of potential allergies and intolerances opens.

     b. Select the relevant ones and then click Close.

     c. Your selection is automatically saved and icons representing the selected types appear.

5. Modify the client’s diet style based on their lifestyle option.

     a. Click Edit under Lifestyle diets.

     b. A list of diet styles appears, including Heart Healthy, Lacto-Vegetarian, Low fat,  Mediterranean, Paleolithic, Vegan, Lacto-Ovo Vegetarian, Low calorie, Low sugar, Ovo-Vegetarian, Pescatarian.

     c. Tick the boxes next to the relevant options and then click Close.

     d. Your selection is automatically saved and icons representing the chosen diets appear.

6. Modify the Client’s Cooking Preferences under the relevant section.

     a. Choose Cooking difficulty by clicking one of the 4 pots: EASY, MEDIUM, DIFFICULT, CHEF

     b. Set the preferred Cooking time, opting for one of the options: 15min, 30min, 45min, 1h, 1h+

7. Compile a list of Excluded ingredients under the relevant section.

     a. Click the Edit button.

     b. Select the ingredients to exclude.

     c. Click the Close button.

     d. The list of excluded ingredients is automatically displayed.

8. Once you have modified all these sections, remember to click Save at the bottom of the page!

9. If you click Cancel you will be prompted with: “Are you sure you want to leave this page?” Click No if you have unsaved changes and you clicked Cancel accidentally.

IF YOU SWITCH BETWEEN TABS WITHOUT CLICKING SAVE, THE DATA SEEMS TO STAY IN PLACE. DOES CLICKING SAVE ON ANY OF THE TABS SAVE THE DATA FROM ALL TABS (E.G. FOOD DATA AND MEDICAL HISTORY CAN BE SAVED BY 1 CLICK?)

Client’s Medical History:

Under the Medical History tab, you can track symptoms as they occur and associate them with specific foods consumed (in combination with data from the nutrition tracker), and list all medical conditions and allergies.

To edit Medical History:

1. Add relevant symptoms on an ongoing basis as they occur.

     a. Fill in the date field by selecting the date from the calendar.

     b. Describe the symptom in the text field in as much detail as needed.

     c. Click Add symptom.

     d. The symptom appears under History as a list of symptoms.

     e. The symptoms are automatically ordered chronologically, from the earliest to the latest.

     f. If you want to remove any of the symptoms, click the trash bin icon next to it.

2. List all diseases under Medical Conditions:

     a. Click Add more diseases.

     b. Fill in the relevant fields: disease name, treatment, diagnose date, status (Active/Recovered).

     c. To add specific medicine, click Add more medication. Additional fields open up to specify the Medication, Dosage, Start date, and Stop date.

     d. To remove medication, click X next to it.

     e. Continue listing all medical conditions by clicking Add more diseases as many times as needed.

     f. To remove a disease, click X on the top bar of the disease (it’s renamed automatically as you type the name into the text field).

     g. Click the disease tab to close the detailed drop-down view.

3. List allergies under Allergies:

     a. Click Add more allergies.

     b. Fill in the relevant fields: allergy name, treatment description, diagnosis date, and active now (slider).

     c. If the allergy was ever treated, click Add more medication under it and fill in the medication details: Medication, Dosage, Start date, and Stop date.

     d. To remove medication, click X next to it.

     e. Continue listing all allergies by clicking Add more allergies as many times as needed.

     f. To remove an allergy, click X on the top bar of the allergy (it’s renamed automatically as you type the name into the text field).

     g. Click the disease tab to close the detailed drop-down view.

4. Note that if you list any medication under a disease or allergy, you need to fill in its details. Otherwise, you will get an error message when you click Save.

Client’s Meal Plans

Under the Meal Plans tab inside a client’s record, you can see the meal plan assigned to that specific client, assign a new meal plan, and edit it.

Assign a New Meal Plan to a Client:

1. Click Assign new meal plan.

2. You are asked if you to leave the page. If you have saved all previous changes in other tabs, click Yes. If you have unsaved changes, click No, go back and save the changes, and then repeat this step.

3. You are taken to the Manual Meal Planning section. Click Get Started.

4. A list of available meal plans - system meal plans created by you - is displayed.

     a. You cannot edit or delete MyNutriPro meal plans. To be able to assign MyNutriPro meal plans to clients and modify them, click Duplicate on the relevant meal plan tab.

     b. The Assign to client, Edit, and Delete buttons become active once the meal plan has been duplicated. These buttons are also active on meal plans that you created from scratch.

     c. On the relevant meal plan, click Assign to client.

     d. You are taken into the meal plan’s details, Assign to Client tab.

     e. A list of your clients is displayed. You can search from the list if needed.

     f. Click the relevant client’s name. It turns green. Then click Assign to Client button at the bottom of the list. Note that you can also open client data in a new tab to check their food data or other details. For this, click the button on the right on the client name row.

     g. The client’s name will appear in the tab on the right: Selected Clients.

     h. Click Save Assignments to save the changes and have the meal plan assigned to that client(s).

     i. To return to the client record, you can use the left-hand menu or click the small arrow next to the client’s name to get into their record. The record will open in a new tab.

     j. The meal plan will appear under the client record.

Edit a Client’s Meal Plan

Once the meal plan is assigned, you can edit it under the client record Meal Plan section.

1. Click Edit to start changing the meal plan.

2. Select the days that you want to edit.

     a. Once you click a specific day, you can select which meals for that day you want to change.

     b. When you select a meal from the list, arrows appear on the right-hand side, allowing you to move it up or down on that specific day.

     c. The option Copy selected meals to all days also becomes available.

3. Click Next to continue editing the specific foods included in the meal plan. Alternatively, you can click the Foods tab at the top of the page as well.

     a. Under Foods, you can add Segments to meals, i.e. if a meal consists of multiple foods/recipes, such as a soup, a stir-fry, and a chai latte. Each segment represents a dish.

     b. Fill the segments by listing the ingredients with the Add ingredients button or populate the meal time with a recipe from the MyNutriPro database by clicking Add recipes and using the Search function.

          i. For instance, you can add a fish pilaf recipe to your client’s lunch and also 100g of baby carrots as an extra snack. This is just one example of combining recipes and single food items for a meal.

          ii. Once you have populated the segment, click the pie chart icon. The nutrient information for that meal is displayed on the side.

     c. In the next tab, Nutrients, you can see a breakdown of daily nutrient information as well as the total of the entire meal plan.

     d. The last tab, Preview, shows the list of foods/recipes allocated to the meal plan.

     e. Click Save Client’s meal plan for week to save all the changes. If you click Back, all the changes are lost.

Nutrition Tracker

Once the client tracks their nutrient intake in the Client App, this information is synced with the web platform and appears under this section. This is an informative section of the Client Record that gives you a real-time overview of your client’s progress.

Analyse the client’s nutrition intake:

1. Set the Period by choosing the number of days to analyse and the Start Date. The nutrients are displayed on a diagram, including separate coloured lines for carbohydrates (ch), fat, fiber, water, protein, and calorie.

2. Under the Consumed Food drop-down, you can see the specific items consumed and their amount, including the amount of water for the entire day. The Daily total is displayed below.

3. Macronutrient summary gives you a table with different nutrient intakes, specified by individual days and 7-day total.

Notes

Use the Notes section to store any notes about your client that don’t fit anywhere else. This is a good spot for meeting notes, including AI transcripts, if you use them. 

The saved notes are displayed as a list on the left. You can search through them by title by using the Search bar.

To add a new note under the client record:

1. Click New Note.

2. Put in the date for the note. It could be the session date if you use this note for transcript or session-related notes. If you leave the date field empty, the current date is automatically used.

3. Name your note, and fill in the Title field.

4. Add Comments to specify what the note is about.

5. Attach a file, such as the session transcript, client’s onboarding questionnaire, etc.

6. Finally, Save the note.

     a. If you click Delete, you are first prompted for confirmation, asking whether you want to delete the note.

     b. If you click away from this page without saving the changes, a pop-up will appear, asking if you want to close the page without saving.

7. The saved note will appear in the list on the left.

Create groups of your clients and chat with them. This feature is useful for building a community and organising group challenges. You can add all of your clients into a group and use it for daily motivation tips, for example. You can also use this chat feature for specific challenges. Clients receive the group chat messages in the client app.

Group chat is useful if you need to deliver a message to all your clients at once. It’s quicker than sending everyone an email. For instance, use the chat for quick reminders, telling them that you’re sick, or for sending holiday greetings. Why not even highlight a community member and wish them a happy birthday?

In the chats section, you can see Unread messages, Direct messages (1:1 with clients), and Groups.

Start by creating a new group:

1. Click the New Group button.

2. Click the large + to upload a thumbnail image for the group.

3. Name the group on the Group name field.

4. Use Search to search for clients and add them to specific groups.

     a. Type in the client’s name.

     b. As the results appear, click on the names of people you want to add.

     c. If they’re added, the bin icon appears next to their name. Clicking that icon removes them from the group.

     d. Once you have the list of clients ready, click Create! at the bottom.

     e. You are taken to Groups and the new group appears in the list.

5. Initially, you can create groups with no members and add them later as the clients join the platform.

To edit a group (add/remove members, change name or photo):

1. In the list of Groups, click the group you want to edit.

2. If there are chats inside the groups, they are displayed after clicking. To edit, click the pencil icon on the right.

3. In the edit mode

     a. Click the photo icon to upload an image and browse for a file on your computer.

     b. Change the group name.

     c. Click Add user and search for clients by their name to add them.

          i. Users who already are in the group are displayed as a list.

     d. Once done with the edits, click the Save button.

To send a private or group message:

1. Respond to messages from the Unread tab.

     a. Write the message and hit Enter to send.

     b. Attach files if needed. You can attach:

          i. Photos uploaded from your device.

          ii. File

          iii. Food

          iv. Calendar

          v. XX

     c. The messages are instantly delivered to the client app.

2. Send 1:1 messages from the Direct tab.

3. Send group communication under Groups. Unread group messages are displayed here.

The meal plans section allows you to create weekly meal plans for your clients. You can combine your recipes (create them in the My Recipes section) with the extensive MyNutriPro library.

Meal plans are some of the most relevant tools in your nutrition practice.

The process of creating a meal plan manually includes these steps:

1. Set up a weekly meal schedule.

2. Choose recipes from your collection or the MyNutriPro database.

3. Use the MyNutriPro nutrient calculator to reach the required nutrient levels.

4. Assign the meal plan to a client.

Let’s set up and assign a meal plan to a client. Click Get Started in this section to get going.

Create a Meal Plan

When creating meal plans, you have two options: start from scratch or use one of MyNutriPro templates and customise it to your needs. You have complete freedom over the meal plan if you start from scratch and you can include both your own and our database recipes in the plan. To use MyNutriPro templates, you first need to duplicate them to be able to make changes. Both options are explained in detail below.

Create a Meal Plan from Scratch

Build your own meal plan with your and MyNutriPro database recipes.

1. Click Create New Meal Plan to get started.

2. In the meal plan creation view, there are 6 sections to work with. Required fields are marked with *.

3. In the Overview section, name your meal plan - Meal plan title - and describe it. In the description, you can briefly outline the goal of the meal plan and the main types of foods used in it, e.g. gluten-free weight loss meal plan. Set the state of the meal plan: published, unfinished, unpublished, or proofread. You can always leave it as a draft (unfinished) and come back to it later.

     a. Set the Publishing date and Unpublishing date. For example, you can set a date on which the plan expires (unpublish). This is useful for seasonal plans, e.g. autumn menu. Publishing dates are useful if you want to change the meal plans regularly.

     b. If you want the meal plan to stand out in your list, mark it as Pinned.

     c. Upload an image from your computer to attach it to the meal plan.

     d. Click Next.

4. In the Days section, select the weekdays you want to include in the plan. You can have them all included or maybe only include workdays and not assign any meals for weekends.

     a. Once you click a day, you will also have to select which meals to include. You can have them all - Breakfast Morning Snack, Lunch - Main course, Afternoon Snack, Dinner - Main course - or just use some of them. For instance, your meal plan could have only breakfast, lunch, or dinner and no snacks.

     b. Tick the boxes for the meals you want to include. If you want to change the name of the meal, click the text field (Breakfast) and type a new name for it.

     c. You can change their order by using the up and down arrows on the side.

     d. Customise all your days one by one or click Copy selected meals to all days at the bottom to quickly include all the meals on all days.

     e. Click Next.

5. Add specific recipes and ingredients to the meals under the Foods tab. You can add full recipes and single ingredients. One meal can include multiple recipes, e.g. soup, main course, and dessert or a drink.

     a. Under a specific meal for the day, click Add segments. Name your new segments and then populate them by clicking either Add ingredients or Add recipes.

     b. Search for the ingredients and recipes and add relevant quantities under the meal segment.

     c. A checkbox appears in front of each ingredient and recipe in the list. If the box is checked, this recipe/ingredient is recommended. The first item on the list is automatically the recommended option. Each segment must have at least one recommendation. If you want to give your clients options, make use of the recommendations checkbox.

     d. The drop-down menus next to items allow you to change the number of portions and amounts of ingredients.

     e. Check the nutrient information of a specific recipe/ingredient or the entire meal, by clicking the pie icon next to an item or the meal. The information is displayed on the left.

     f. Populate all days in your meal plan and then click Next.

6. The Nutrients section gives you the total nutrients for the meal plan days. This way, you can check whether the days are balanced.

     a. The last tab, Total, calculates the nutrients of the whole meal plan.

7. In the Preview, you see the recipes and single items that you added on each day in the meal plan.

     a. R next to an item means that this item is recommended.

     b. O means that it is optional.

     c. Note that at least one item per segment needs to be recommended. On the other hand, all of them can also be recommended.

8. In the last section, Tags, add relevant tags to the meal plan, such Gluten-free, etc. You can create and customise these tags in the general meal plan view by clicking the button Meal plan tags.

9. Click Save meal plan on the top. Note that you can click this button at any point during the meal plan creation to save your draft.

10. If you need to change your meal plan later, click the Edit button on the relevant meal plan in the list.

Customise a Meal Plan Template

Use MyNutriPro meal plan templates if you want to get a head start. The list of templates is displayed in the list of meal plans.

1. Use the search function to find a meal plan for customisation.

2. Click the Duplicate button on the meal plan you want to use. Once it’s duplicated, the Assign to client, Edit, and Delete buttons become available.

     a. If you click Edit, you can change all the sections that were mentioned in the meal plan creation guidelines.

     b. If you click Delete, you are first asked for confirmation. This way, you won’t delete a meal plan accidentally.

     c. If you click Assign to client, you can search and select clients from the list and assign them the meal plan. Click on the Calendar view to set the Start date for the meal plan. Click Save assignments once done.

          i. Before assigning, you can also see the Nutrients and plan Preview to check the meal plan.

          ii. You can assign the same meal plan to multiple clients.

The recipes section includes the extensive MyNutriPro recipe database as well as your recipes that you can quickly create on the platform. You can use these recipes when creating manual meal plans.

Searching for Recipes

There are two ways to find recipes that fit your needs and preferences: the Search function and the Filter.

1. If you know what kind of recipe you are looking for, look for it by its name. Type it into the Search field and the list of recipes containing this term in the name appears.

2. The other option is to use the Filter. Click it and specify the relevant attributes. This is useful if you want to do a broader search, not search by a name. You can specify:

     a. Ingredients

     b. Calorie value (per portion) 

     c. Portion

     d. Meal Type (breakfast, lunch, snack, etc.)

     e. Dish Type (Baby Food, Casseroles, Smoothies, etc.)

     f. Course Type (Appetizer, Main course, etc.)

     g. Feast Type (Christmas, Halloween, etc.)

     h. Diet Type (Low Sodium, Contains Dairy, etc.)

     i. Cooking Time

     j. Difficulty Level

     k. Recipe Tags

     l. Restaurants 

Add New Recipes

Add your recipes to the database to use them in meal plans.

1. Click Add new recipe.

2. Fill in the details, required fields are marked with *

     a. Recipe title * - name your recipe

     b. Subtitle - give some more details about the dish

     c. State - published, unfinished, unpublished, proofread

     d. Publish date

     e. Main picture - upload a beautiful photo for the recipe

3. Click Next to proceed to the Ingredients page. Fill in the ingredients.

     a. Click Add.

     b. Look for the ingredient by name and select the relevant option from the list.

     c. From the drop-down, select the ingredient name you want to be displayed in the recipe.

     d. Select the unit from the drop-down and specify the amount based on the unit (grams, cup, etc.).

     e. If needed, uncheck the box for Main ingredient. Note that it’s automatically checked to display this item as the main ingredient.

     f. If needed, uncheck the box for Nutrient value counted. Note that it’s automatically checked to include the food’s nutrient values in the recipe calculation.

     g. Click Add this ingredient.

     h. Once you’ve added at least one ingredient, the Nutrient information is displayed.

4. Click Next to proceed to Preparation.

     a. Write the preparation steps onto the text field and format them with the formatting tools as needed. You can add headings, bullet points, bold, italics, etc.

     b. If desired, fill in the Headline section. This is where you can tell the story behind the dish.

     c. If needed, fill in the Additional comments section. You can use it for spiciness levels, recommendations, and any additional tips.

     d. Specify Preparation time, Cooking time, Difficulty, and number of Portions.

5. Lastly, add in all categories that the recipe falls into.

     a. Information about the allergies (contains peanuts, dairy-free, low sodium, etc.) is automatically added under Allergies when you click Save. Note that clicking that button will redirect you to the list of recipes. You can always come back to editing.

     b. Check the relevant boxes under Category selectors. By filling in this information, it’s easier to later find your recipe, for example, when creating meal plans.

          i. Meal types - dinner, dessert, lunch, snack, breakfast, afternoon tea

          ii. Course types - main course, side dish, etc.

          iii. Dish type - finger food, stews, muffins, etc.

          iv. Side dish type (only available if you select “side dish” as the course type) - pasta, roasted vegetables, breads, etc.

          v. Linked side dish type (only available if you select XXX)

          vi. Cooking technique - steamed, breaded, etc.

          vii. Occasions - weekdays, Christmas

          viii. Cuisines - pick a country

     c. Add Recipe Tags

6. Click Save when ready.

Edit Recipes

You can change the recipes at any time you need. Clicking the Edit button takes you to the recipe creation form and you can repeat or redo the steps as needed. This is described under recipe creation guidelines. You can perform some extra actions on the recipes as well.

1. Click Relations to XX

2. Click Duplicate to make a new version of this recipe and maybe switch some ingredients. This way, a recipe can work as a template for another.

3. Click Share to make the recipe available for all platform users and other dietitians. Unshared recipes are only visible to you and your clients.

     a. Note that if you unshare a previously shared recipe, it will still be visible in meal plans where it was used earlier.

4. Click Print preview to see the printable version and scroll to the bottom to print.

You can access this section from the left-hand sidebar or by clicking My Account in the header.

This is where you can edit your personal information, upload a new profile picture, and change the password. Make any relevant changes and click Save.