This guide explains how to manage new clients acquired through web widgets, links to your questionnaires, appointment slots, and payments. It also addresses common questions related to this topic.

Pending Approval

When a new client fills out a questionnaire, selects an appointment time from your available slots, or makes a payment using a web widget or, link on your website, social media, or marketing materials, you need to approve their request before they can be added to your client list.

Step 1: Go to My Clients in your dashboard.

Step 2: Click the Pending Approval tab.

Step 3: Click on Actions then View client.

Step 4: Click the Approve button.

Step 5: Select Create new active client record.

You've successfully added a new client record!

Pending appointment confirmation

When a new client books an appointment using the web widget or appointment links, you will still follow the same steps as you would in the Pending Approval section. However, after you create their client record, you have to follow these additional steps to confirm their appointment.

Step 1: Click the Appointments tab.

Step 2: Clients may suggest different days and times for an appointment. Click on the Confirm button corresponding to your ideal date and time, select the confirmation email that you want the client to receive, then click on the Confirm Appointment button.

What's next?

The following are possible actions you can do after creating a new client record for a client.

For new clients who submitted a questionnaire

You can review the submitted questionnaire then:

For new clients who paid online

For new clients who booked an appointment with you

After confirming their appointment, you can:

For the full guide on how to use NutriAdmin with a new client including actions you can do during and after consultations, you can read this tutorial.