Client Dashboard

How Do I View and Manage Client Information?

Go to the Clients page to view all active and invited clients. Each client appears on a summary card showing key details such as their name, status, daily nutrition target, macro targets, and progress.

Click the client’s name to open their full dashboard.

Understanding the Client Summary Card

The summary card provides a snapshot of essential information:

• Client Details : View the client’s name, status, gender, height, weight, daily energy target, and macro targets.
• Goals : Open and manage the client’s health and nutrition goals.
• Messages : Send a message directly to the client.
• More Menu : Use the ••• menu to access additional tools and actions.

Client Dashboard

In the dashboard, the data overview section helps you analyze the client's dietary habits:

• Date and Period Filters : Switch between daily, weekly, and monthly views, then select the date or period you want to review.
• Body Measurements : View weight, body fat, target progress, weight history, and progress photos.
• Consulting Information : Review upcoming appointments, treatment notes, and uploaded files.
• Nutrition Summary : Compare the client’s energy intake, energy output, macros, fibre, water, and other nutrition targets.
• Nutrients : Review detailed nutrient intake, including fats, carbohydrates, protein, cholesterol, minerals, and vitamins.
• Exercise Summary : View logged workouts, active minutes, and the client’s activity history.
• Sleep and Mood : Review sleep tracking and mood check ins for the selected period.

Quick Navigation

From the top of the client dashboard, you can also open:

• Meal Plans

• Health & Diet Goals

• Add Note

• More Actions

• Export Report

These tools help you monitor client progress, identify nutrition gaps, and manage their plan from one dashboard.

More Options

• From the More menu, you can:

  • Add notes and files

  • Send or review forms

  • Send a message

  • Adjust the client’s app experience

  • Log food on the client’s behalf

  • Import a food log

  • Log exercise, water, weight, or sleep

  • Edit the client’s profile and body details

All data is presented in a visually appealing format to help you easily understand your client’s nutritional status and identify any gaps in their diet. 💫