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
How to automatically add a meal plan upon product purchase
Where does the client see their meal plan?

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.

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.

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.

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

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

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

ABC

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

Note: Can be set up for Product Start only.

MINDBODY

On the web app, visit Add-ons > Integrations > MINDBODY
Set up automation under Synced Contract Types
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.

🍓 We’re excited to share that a brand new way to deliver nutrition coaching is on the way! From allowing clients to track their meals right within the app to delivering sample, custom meal plans in seconds and so much more, you’ll empower your clients to make healthier choices and level up on their health.

Start your journey to becoming a nutrition coaching expert and be the first to know when it’s here! Get on the list today!

This article was last updated on November 24, 2021 21:43