Getting started with NutriAdmin, whether you're a new user or have been using the software for a while, involves an essential step: adding new clients to your records.
As your business evolves, acquiring new clients is a natural progression. NutriAdmin offers several efficient methods for this, tailored to fit your needs and workflow.
- Add one client at a time manually - this is the simplest method for adding clients in NutriAdmin. For this process, you'll need at least your client's name and email address.
- Import clients in bulk - If you are transitioning from another software or have existing clients you want to add to NutriAdmin, this feature allows you to efficiently import all client data at once.
- Web Widget and Links - These elements can be incorporated into your website and marketing content, including emails and social media. When a client completes a questionnaire, books an appointment, or makes a payment through these tools, you can easily approve their submission in your dashboard, resulting in the automatic creation of a client record.
By leveraging these options, you can effectively expand your client list and establish a solid foundation for managing your nutrition practice.