Client Records
CRM for nutritionists, creating client records, customizing data fields, managing clients...
- How to carry over follow up notes from one session to another
- How to customize clients' private notes fields
- How to add and remove tags for a client
- Can different measument units be used for different clients
- How to export your clients to Mailchimp
- How to change a client's email
- How to keep track of your clients' fitness goals and progress
- How to record anthropometric data like weight, body fat, etc and get charts
- How to manage client programs to keep track of your clients sessions and actions
- How to share a file with a client
- Can I upload files or documents to a client record such as blood tests or pictures?
- How to restore lost client data in NutriAdmin
- How to archive/unarchive client records and how does archiving work
- Import multiple clients at once from a csv file
- How to download or print a copy of your client's data
- How to get results from the formulas tab for clients
- Can the overview section in client records be customized?
- How to auto-save your data when working on client records
- How to delete a client record
- Client consultation workflow – how to use NutriAdmin with a new client
- How to change height and weight to cm, ft, in, kg, or lb
- How to populate default client notes such as supplement options by copying all notes from a template client
- How to keep in touch with clients you have not met for a certain period of time
- How to manage clients with no email or clients that share their email address within family members
- How to manage client data categories
- NutriAdmin's client data categories
- How to find a client in Nutriadmin
- What are the different tabs in a client record
- Downloading or printing a copy of your client's food diary
- About the CRM for nutritionists and dietitians
- About client profile data fields in NutriAdmin
- How to add a new client to NutriAdmin