You should be able to setup the most basic aspects of your NutriAdmin account in 5 minutes. When you sign up for a free trial, you will be prompted with a welcome screen designed to guide you through these steps. If you accidentally closed the window, or would like to repeat the process, here is how to do it.
Follow these simple steps to configure the basics in your NutriAdmin account:
Step 1: Update your personal details. These will include your name, email, and address.
Step 2: Customize your branding. Your logo and signature will show in emails you send to clients from NutriAdmin.
Step 3: If you use Google Calendar, synchronize your account with Google. This step is optional but highly recommended.
Step 4: Add your first client to NutriAdmin. You can try to use your own email or a friend's for testing purposes.
Step 5: Send yourself the Default Sample questionnaire to see how it works. Instructions on how to do it can be found here.
- Try creating a meal plan
- Try creating a report for your Example client
- Customize other options in the Settings menu
- Watch some video tutorials in this Docs section
- Create a new questionnaire
- Send an appointment slots email to yourself to test the functionality