Welcome to the help center
Guides for dietitians and wellness professionals — set up your practice, serve your clients, and grow your business.
This help center explains each part of the product. Each page tells you what a feature does, where to find it, and how to use it. The screenshots show the real app.
Start here
If you are new, read these pages in this order.
1. Getting started
Sign in, take the tour, learn the sidebar, and set up your practice.
2. Add your first client
Use the 3-step wizard, send a portal invite, and set targets.
3. Build a meal plan
Build a plan, then assign or schedule it for a client.
4. Sell a membership
Create a plan, enrol a client, record payments and raise invoices.
New and updated
These features are new or changed a lot. Their pages have full details.
| Feature | Where to read |
|---|---|
| Auto-save, meal locks, alternatives, regenerate options and custom meal slots | Meal plans · Generating & checking plans |
| Payments and client invoices for memberships | Membership plans & payments |
| GST & invoicing details and invoice designs | Billing & invoicing |
| Your own public website | Landing page |
| Custom domain, branded emails and PDFs | White label |
| Referrers who earn a share of client spend | Lead providers |
| Quiz and PDF chapters, private chapter questions | Courses |
| Write and send questionnaires | Assessments |
| Start a conversation with a client or a teammate | Messages |
| What your clients see, page by page | Client portal |
For a list of each release, see What's new.
All sections
The help center uses the same groups as the app sidebar.
| Section | Pages |
|---|---|
| Get started | Getting started · Dashboard · Notifications |
| Clients | Clients · Leads · Lead providers · Appointments · Messages · Medical reports |
| Nutrition | Meal plans · Generating & checking plans · Food library |
| Coaching | Wellness · Courses · Membership plans · Assessments · Resources |
| Business | Settings & team · Billing & invoicing · Landing page · White label · Invitations |
| Affiliate | Affiliate program |
| Your clients' view | Client portal |
Common questions
- "How do I generate a meal plan for a diabetic client?" → Generating & checking plans
- "Why can't I generate a plan?" → Set the client's diet type first. See Clients.
- "How do I import clients from a spreadsheet?" → Clients › Bulk import
- "What is the difference between a membership plan and my subscription?" → Membership plans
- "How do I send an invoice to a client?" → Membership plans & payments
- "A client uploaded a lab report. What do I do?" → Medical reports
- "Why does my coach see a shorter sidebar?" → Getting started › Learn the sidebar
Need help?
Use the search box at the top of this site. If you cannot find an answer, click Get help at the bottom of the app sidebar. It sends a ticket to our support team with the page you are on. We reply by email.