How to Add a Meal Plan

 

Attach a meal plan PDF to a client's profile and share valuable nutrition or wellness information to supplement your client's training. We'll cover two ways to add a meal plan PDF. 

 

In this article:

 

How to add a meal plan via a client's profile

 

1. In the Clients section, select the Open button to the right of the client's name. 

 

Add_a_Meal_Plan_1.png

2. Select "Meal Plans" from the left.

 

3. To attach the meal plan, click on the "select a PDF" link or drag and drop the PDF into that square. 

 

Add_a_Meal_Plan_2.png 

The meal plan will appear as shown below. In this example, we've attached the Canadian Food Guide. From this page, the trainer can choose to download the meal plan or delete it from the top right. 

 

Delete_a_Meal_Plan.png

 

How to automatically add a meal plan upon product purchase

Trainers can attach a meal plan as part of the automation set up when they create a core product (available for Trainerize Pay, ABC, and MINDBODY). As a result, clients will automatically have the meal plan added to their profile upon product purchase.

 

Trainerize Pay 

  1. On the web app, visit Payments > Products
  2. Create or edit a Core Product and click "Set Up Automation"
  3. Attach your meal plan PDF

Note: Can be set up for First Purchase and Product Start

 

ABC

  1. On the web app, visit Add-ons > Integrations > ABC 
  2. Set up automation under Recurring Services and Membership Types
  3. Attach a meal plan PDF

Note: Can be set up for Product Start only.

 

MINDBODY

  1. On the web app, visit Add-ons > Integrations > MINDBODY
  2. Set up automation under Synced Contract Types
  3. Attach a meal plan PDF

Note: Can be set up for First Purchase and Product Start.

 

Note: The max size of file is 10MB and only accepts PDF format.

 

Where does the client see their meal plan? 

 

In the "Program" section of the mobile app. 

 

Updated_Meal_Plan_Client_View_Mobile.png

 


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