Getting started
Sign in to MacroDeck, get oriented with the dashboard, and configure your practice.
This is the first thing to do after your practice is provisioned. Five minutes end‑to‑end.
1. Sign in
Open the professional portal and sign in with the email and password your practice was set up with. Clients use a separate URL — the link at the bottom of the form takes them there.
2. Get your bearings
Once you're in, you land on the dashboard. The four cards across the top are the only numbers you need to scan first thing in the morning.
What each card means:
- Active clients — anyone you're currently working with (not archived).
- Upcoming appointments — total scheduled across your team. Today's are listed underneath.
- Unread messages — clients waiting on a reply.
- Pending assessments — assigned questionnaires that haven't been submitted.
The two panels below the cards are quick lists: your client roster on the left, recent sign‑ups on the right. Each row links straight to the client.
3. Learn the sidebar
Everything is one click away from the left sidebar. It's grouped into three sections so it stays scannable as your practice grows.
| Group | What lives here |
|---|---|
| Care | Day‑to‑day client work — clients, medical reports, calendar, messages. |
| Content | Things you author — meal plans, meal templates, foods (composed dishes), and ingredients (the underlying nutrition database). |
| Admin | Settings (organization, branding, integrations) and Plan & Billing. |
Two persistent buttons sit at the bottom: Add client and Get help. Both work from any page.
4. Configure your practice
Open Settings (under Admin in the sidebar) once before adding your first client. This is where your organization name, branding, and per‑role permissions live.
The most useful things to set before you onboard anyone:
- Organization profile — name, logo, contact info shown to clients.
- Roles & permissions — if your practice has more than one staff member, decide what each role can see and do.
- Custom fields — extra data points you want on every client (e.g.
referral source,clinic location).
You can come back and adjust any of these later — none of them block you from creating clients.
5. Check your plan
Plan & Billing shows your current subscription, the seats and client quotas you're using, and the limits.
If you bump into a "quota reached" error when adding clients or staff, this is where to come.
What's next
You're ready to onboard your first client.
→ Client onboarding — the 5‑step intake wizard.