Practice management

Manage your nutrition practice.

Explore the connected workflows that help nutrition professionals manage client records, notes, protocols, billing, public profile, bookings, and meal planning.

What is included

A comprehensive view of the client management workflow.

Clients

A complete client workspace for history, progress, documents, notes, files, and care context.

Structured profiles
Timeline history
Progress metrics
Tags and groups

Calendars

Manage appointments, working hours, recurring sessions, and connected calendar sync from the same practice workspace, so your availability stays clear for you and your clients.

Calendar sync
Session types
Availability rules
Recurring sessions

Notes

Use note templates, session context, and a searchable client record to document care faster.

SOAP templates
Follow-up templates
Custom templates
Client context

Protocols

Create reusable care templates that combine actions, guidance, and follow-up structure.

Protocol library
Assignments
Checklists
Care phases

Billing & Payments

Run billing from the same workspace you use for client care. Create invoices, accept cards, wallets, bank debits, and flexible pay-later options, then keep every payment easy to track.

Payment overview
Flexible payment methods
One-click invoices
Stripe Connect

Branding

Apply your logo, colors, and professional identity across documents, portals, and shared materials.

Logo upload
Brand colors
Branded exports
Portal identity

Public Profile

Showcase your practice, specialties, availability, and booking options in a shareable public page clients can use to learn and book.

Profile URL
Specialties
Booking entry point
Share links

Meal Planning

Move from client context to a polished nutrition plan faster, with AI drafts, your own recipe library, reusable templates, and client-ready delivery in one workflow.

AI plan drafts
Recipe library
Recipe import
Plan templates