Manage your Client List

Learn how to manage and engage with customers on your Client List

Jeff avatar
Written by Jeff
Updated over a week ago

Written Instructions:

Once you have built a client list, Select the client you want to manage:

You will be taken to their Materials Board (2). Enter the message you want to appear on this board (3) and Add Content (4) for the client to see. To send an email notifying the client of new content, click the Send Content Update button (5). 

Click the Preview button to see the Materials Board from the client's perspective (seen below).


Click 'Week Schedules', to see the client's planned meals and click the week you want review.

You can scroll through the recipes, and also check the nutrition by clicking 'Nutritional Details' (10).

Click 'Details' to edit client information, and remember to 'Save'.

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