Client onboarding

Adding a client is a single five‑step wizard. Every field except the name is optional at this stage, so you can get someone into the system in under thirty seconds and fill the rest in later.

Open the Add Client wizard

You can open it from anywhere — the Add client button is pinned to the bottom of the sidebar, and there's a matching button on the Clients list page.

The Clients list itself is worth a tour: filter, export, invite (sends a portal invitation by email), and import (CSV bulk add) all sit in the top‑right toolbar.

Step 1 — Contact

The minimum to create a client. Only Full name is required; email and phone are useful for inviting them to the client portal but you can add them later.

Tip: if you don't have the client's email yet, skip it. You can come back to the profile and send the portal invitation when you do.

Step 2 — Demographics

Date of birth, gender, and height. Once you've entered all three, MacroDeck previews their Ideal Body Weight using the Broca formula in the box below.

DOB and gender are used everywhere downstream — BMR / TDEE calculations, meal plan macros, and any disease‑aware recipe filtering. Get them right.

Step 3 — Body composition

Current weight and goal weight. The computed body composition card updates live to show BMI and lean body mass once height + weight are in.

Both fields are optional. If you skip them you'll see "not set" downstream until you log a weight on the client's profile.

Step 4 — Activity & Goal

This is where the daily macro targets are derived. Pick the client's typical activity level and a primary goal (Weight loss, Muscle gain, Maintenance, Medical), and MacroDeck computes their daily targets — calories, protein, carbs, fat, fiber.

You'll see a Computed daily targets preview here once everything's filled. If something looks off, jump back to Step 2 or 3 and fix the input — the targets recalculate automatically.

Step 5 — Notes

Free‑text dietary notes — preferences, restrictions, anything worth flagging up front. These show on the client's profile and are visible to the AI meal plan generator.

Click Create client to save. You'll be dropped onto the client's profile page.

The client profile

The profile is organised into tabs, each focused on a different layer of the client's record.

Overview

The home tab. Read‑only summary of contact, demographics, height/weight, activity, goal, and the live daily macro targets. Two side controls:

• Edit (pencil icon) on each card to update.
• Recalculate macros to refresh the daily targets after you change weight/activity/goal.

Medical

Conditions, allergies, medications, and health intakes. This is where you capture diabetes, PCOD, hypertension, anything the recipe matcher should respect.

Click Add intake to record a structured medical intake (history, current medications, lab values). Anything you record here is used by the AI meal plan generator to filter recipes.

Food Pool

The set of recipes available to this client given their conditions, allergies, and taste profile. By default it draws from the global food library; everything else (meal plan generation, assignments) pulls from this filtered pool.

Use Edit taste profile to mark cuisines or specific foods the client likes / dislikes / hates. The food pool updates automatically.

Meal Plan

Where you generate, assign, and review meal plans for this client.

Two distinct sections:

• Meal Plans — AI‑generated plan sessions. Click New session to start the AI designer for this client.
• Assigned Plans — manually‑built meal plan templates assigned with a date range. Click Assign Plan to assign one of your saved templates.

(See Meal plans for the full meal plan walkthrough.)

Measurements

Body measurements over time — weight, body fat, circumferences, photos. Charts the trend automatically.

Appointments

Past and upcoming appointments scoped to this client.

Bulk import (CSV)

For migrating from another tool, use the Import button on the Clients list. Upload a CSV with one row per client and MacroDeck will create them all in one go. The expected columns are name, email, phone, dob, gender, height_cm, weight_kg, goal_weight_kg, activity, goal, notes. All except name are optional.

What's next

The client is set up.

→ Meal plans — build a template, generate a plan with AI, assign it to your client.